Jeffrey Kelley, Author at Financial Poise

All Articles by Jeffrey Kelley

About Jeffrey Kelley

Jeff Kelley has over 20 years of experience in financial services operations management and was named Chief Operating Officer of Sterling Trust (now Equity Institutional) in January 2008. He began his career with Sterling Trust in June of 1999 as Vice President of Qualified Plans and Institutional Group.

Little-Known IRA Rollover Rule Has Big Consequences

July 19, 2017
/ Investors
/ By Jeffrey Kelley

Tags: Accounting, Audit, & Tax, Financial Literacy, Financial Management, Personal Finance & Investment, Taxes,

Knowing your IRA rollover rules can minimize unexpected taxes and penalties. Find out why traditional IRA rollovers aren’t as simple as they seem.