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Your Bank > Education and Advice > CNB University

IRA Owners Bill of Rights

M Mazzochetti 2014
Mark S. Mazzochetti, CISP is Vice President - Retirement Services Officer and can be reached at MMazzochetti@CNBank.com or (585) 419-0670 x50606.

As Canandaigua National Bank & Trust’s Certified IRA Specialist, I am constantly researching topics and reading articles and various blogs related to IRAs. One recent blog I read is an excellent summary of 10 different rules related to IRAs that you as an IRA Owner should be aware of. These rules referred to as “The IRA Owners’ Bill of Rights”, written by Jeffrey Levine and Jared Trexler of Ed Slott and Company, help you understand a number of features of an IRA.
 
Please note: These “rights” are permitted under IRS Tax Code and in certain situations, your “rights” may be limited by the custodian of your IRA. 
 
Click here to view “The IRA Owners’ Bill of Rights