Welcome to Liberty Trust Company!
Liberty Trust Company is uniquely qualified to assist you in all your retirement planning, whether you are an individual investing your IRA funds or a business owner with a sophisticated qualified plan.
We will be closed December 25
for Christmas Day.
We will be closed January 1
for New Years Day
Can an IRA owner complete a 60-day rollover by contributing cash to an IRA instead of the property received in an in-kind distribution? The short answer is "No". Click here to read the entire article.
IMPORTANT - IRS CHANGES THE RULES REGARDING 60-DAY ROLLOVERS
The IRS recently changed its position on the rules regarding 60-day rollovers. Historically the IRS has held that the rule regarding 60-day rollovers applies to each IRA. In fact, on page 25 of the 2013 Publication 590, the IRS gives an example of this.