Annual IRA audit: How to catch the costliest retirement account mistakes
- RetirementGuy
- Jul 3
- 1 min read
When it comes to individual retirement accounts (IRAs), the opportunities for errors are seemingly endless — and costly. With roughly 58 million US households owning IRAs, even one misstep with rollovers, account types, or required distributions could result in unexpected taxes or penalties.
To help prevent that, retirement expert Denise Appleby, CEO of Appleby Retirement Consulting, shared common pitfalls and real-life examples on a recent episode of Decoding Retirement.
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