Skip to content
BOL Conferences
Thread Options
#667755 - 01/18/07 02:54 PM IRA Advertising
biz Offline
Diamond Poster
Joined: Nov 2005
Posts: 1,032
Midwest
When advertising an IRA which is covered by TISA-is it necessary to include anything in regards to IRS requirements for early withdrawal?

Return to Top
Deposits and Payments
#667786 - 01/18/07 03:22 PM Re: IRA Advertising biz
rlcarey Online
10K Club
rlcarey
Joined: Jul 2001
Posts: 83,388
Galveston, TX
OSC 230.4(b)(6)(ii) Early withdrawal penalties

3. Relation to rules for IRAs or similar plans. Penalties imposed by the Internal Revenue Code for certain withdrawals from IRAs or similar pension or savings plans are not early withdrawal penalties for purposes of this regulation.

So, this would not be considered when advertising.
_________________________
The opinions expressed here should not be construed to be those of my employer: PPDocs.com

Return to Top

Moderator:  John Burnett