Entries filed under 'IRA Recharacterization'

    The Greats of Roth: "Do-Overs"

    October 3, 2014 5:00 PM by Brian Dobbis

    Investors who convert to Roth IRAs can change their minds and reverse the conversion through a technique known as recharacterization.

    THE ROAD TO RETIREMENT with BRIAN DOBBIS

    If you’ve ever fretted about the way you handled your IRA, take heart. Uncle Sam recognizes that mistakes happen, particularly when it comes to converting an IRA to a Roth IRA. As a result, the tax code allows IRA account holders to change their mind via a “do-over” technique called a recharacterization.  

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