Tag Archives: Roth IRA

By: Denise Appleby, CISP, CRC, CRPS, CRSP, APA As the deadline for recharacterizing a 2016 Roth IRA conversion approaches, practitioners will likely be consulted about whether individuals should recharacterize their 2016 Roth conversions. In cases where the Roth conversion amount has lost market value, a recharacterization might make good tax sense. In this article, we […]