{"id":437455,"date":"2026-05-20T23:32:09","date_gmt":"2026-05-20T23:32:09","guid":{"rendered":"https:\/\/www.newsbeep.com\/nz\/437455\/"},"modified":"2026-05-20T23:32:09","modified_gmt":"2026-05-20T23:32:09","slug":"how-advisors-can-help-clients-avoid-costly-ira-rollover-mistakes","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/nz\/437455\/","title":{"rendered":"How Advisors Can Help Clients Avoid Costly IRA Rollover Mistakes"},"content":{"rendered":"<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">IRA mistakes may look small on paper, but Denise Appleby explains how the wrong rollover method, missed 60-day deadlines, inherited account missteps and unintended Roth conversions can create major tax consequences for clients. She shares why advisors should default to trustee-to-trustee transfers, audit errors quickly and use checklists to help prevent costly retirement account mistakes across their books.<\/p>\n","protected":false},"excerpt":{"rendered":"IRA mistakes may look small on paper, but Denise Appleby explains how the wrong rollover method, missed 60-day&hellip;\n","protected":false},"author":2,"featured_media":437456,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[138,246,111,139,69,244,245],"class_list":["post-437455","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-finance","tag-new-zealand","tag-newzealand","tag-nz","tag-personal-finance","tag-personalfinance"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/437455","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/comments?post=437455"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/437455\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media\/437456"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media?parent=437455"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/categories?post=437455"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/tags?post=437455"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}