Missing the 60-day DROP rollover deadline turns the IRS into your biggest beneficiary. 📅 As a financial planner who's guided hundreds of Florida retirees through DROP exits, I've perfected this… | Jason Oestreicher, CFP®
linkedin.com
Missing the 60-day DROP rollover deadline turns the IRS into your biggest beneficiary. 📅 As a financial planner who's guided hundreds of Florida retirees through DROP exits, I've
Missing the 60-day DROP rollover deadline turns the IRS into your biggest beneficiary. 📅 As a financial planner who's guided hundreds of Florida retirees through DROP exits, I've perfected this process to avoid costly mistakes. Step one happens three months before retirement. Request your DROP Selected Payout Method form early. The state ...
1 month ago
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