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Bill Bayliss - Managing Director, Bill Armstrong - Financial Consultant. Bill Bayliss - Managing Director, Bill Armstrong - Financial Consultant. We help you get to where you want to be! IRS Flips on Rollover Rules. Starting in 2015, only one 60-day tax-free rollover each year will be allowed, no matter how many IRAs are owned. Funding a Succession Plan with Insurance. Adding Real Estate to Your Portfolio.
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