October 2017 Posts

  • Deadline Approaching for Undoing a 2016 Roth IRA Conversion

    f you converted a traditional IRA to a Roth IRA in 2016 and your Roth IRA has sustained losses, you may want to consider whether it makes sense to undo (recharacterize) your conversion. You have until October 16, 2017, to undo your 2016 conversion....
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