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It sounds simple enough — take money out of a retirement account, move it to another one within 60 days and you’re fine. But the 60-day rollover rule has tripped up more people (and triggered more tax bills) than just about any other part of the retirement code. If you’re not careful, what was supposed to be a…
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“Custodian X, FBO (for benefit of) Jane Smith IRA.“
[analyse_source url=”https://article.wn.com/view/2026/05/24/60_day_rollover_is_a_tiny_rule_with_big_pricey_consequences_/”]