Uploaded August 2026 | Updated September 2026, 1 day ago
Took money out of your Roth IRA or traditional IRA and changed your mind? You have
60 days to put it back. In this video we walk through exactly how the 60 day rollover rule
works, when it applies, and the mistakes that can turn a simple do-over into a taxable
event with penalties.
Schedule a call with us today at jazzwealth.com/chatwithjazz
The views expressed herein are those of the author and do not necessarily reflect the
views of Steward Partners or its affiliates. All opinions are subject to change without
notice. Neither the information provided, nor any opinion expressed constitutes a
solicitation for the purchase or sale of any security. All investing involves risk, including
the potential loss of principal. Past performance is not indicative of future results. Please
consult with a qualified financial, legal, or tax professional before making any financial
decisions. Steward Partners, its affiliates, and its Wealth Advisors do not provide tax
advice.
Historical analyses, statistics, and observations are provided solely for illustrative
purposes and should not be interpreted as forecasts, predictions, or guarantees of future
market performance. All investing involves risk, including the possible loss of principal.
Past performance is not indicative of future results. Historical analysis of S&P 500 and
Dow Jones Industrial Average (DJIA) August-September midterm-year performance.
Statistics shown are based on historical observations through 2019 and reflect price
returns only, excluding dividends, fees, taxes, and transaction costs. The DJIA is an
unmanaged index of 30 large U.S. companies, and the S&P 500 Index is an unmanaged
index generally considered representative of the U.S. large-cap equity market. Indices
cannot be invested in directly. Results are based on limited historical samples.
Investment advisory services are offered through Steward Partners Investment Advisory,
LLC ("SPIA"), an SEC-registered investment adviser. SPIA and Steward Partners Global
Advisory, LLC are affiliates and collectively referred to as Steward Partners.
Took money out of your Roth IRA or traditional IRA and changed your mind? You have
60 days to put it back. In this video we walk through exactly how the 60 day rollover rule
works, when it applies, and the mistakes that can turn a simple do-over into a taxable
event with penalties.
Schedule a call with us today at jazzwealth.com/chatwithjazz
The views expressed herein are those of the author and do not necessarily reflect the
views of Steward Partners or its affiliates. All opinions are subject to change without
notice. Neither the information provided, nor any opinion expressed constitutes a
solicitation for the purchase or sale of any security. All investing involves risk, including
the potential loss of principal. Past performance is not indicative of future results. Please
consult with a qualified financial, legal, or tax professional before making any financial
decisions. Steward Partners, its affiliates, and its Wealth Advisors do not provide tax
advice.
Historical analyses, statistics, and observations are provided solely for illustrative
purposes and should not be interpreted as forecasts, predictions, or guarantees of future
market performance. All investing involves risk, including the possible loss of principal.
Past performance is not indicative of future results. Historical analysis of S&P 500 and
Dow Jones Industrial Average (DJIA) August-September midterm-year performance.
Statistics shown are based on historical observations through 2019 and reflect price
returns only, excluding dividends, fees, taxes, and transaction costs. The DJIA is an
unmanaged index of 30 large U.S. companies, and the S&P 500 Index is an unmanaged
index generally considered representative of the U.S. large-cap equity market. Indices
cannot be invested in directly. Results are based on limited historical samples.
Investment advisory services are offered through Steward Partners Investment Advisory,
LLC ("SPIA"), an SEC-registered investment adviser. SPIA and Steward Partners Global
Advisory, LLC are affiliates and collectively referred to as Steward Partners.
