September 8, 2017

Recharacterize a Roth Conversion in 5 Easy Steps

If you’ve changed your mind about your 2016 Roth conversion for any reason, you can still “undo” it with a Roth recharacterization. You’ll need to move quickly, though, as the deadline for recharacterizing 2016 conversions is fast approaching.

Roth recharacterizations provide investors with a “do-over” option, which isn’t common in the tax world. Before making any big decisions, it’s important to understand the specific rules you must follow, including guidelines on deadlines, transfers, and custodians, to execute a Roth recharacterization properly.

Avoid making critical mistakes. Click here to download “Recharacterizing a Roth Conversion in 5 Easy Steps.”

Have more questions about your qualified retirement accounts? We are here to help! Give us a call at 703-466-0477 to schedule a meeting.

Securities offered through Triad Advisors, Inc. LLC. Member FINRA/SIPC.

The information provided for informational purposes only, and does not constitute an offer, solicitation, or recommendation to sell or an offer to buy securities, investment products or investment advisory services. All information, views, opinions, and estimates are subject to change or correction without notice. Nothing contained herein constitutes financial, legal, tax, or other advice. These opinions may not fit to your financial status, risk and return preferences.

Securities offered through Triad Advisors, LLC, Member FINRA / SIPC 

Investment advisory services offered through AMJ Financial Wealth Management LLC

AMJ Financial Wealth Management LLC is not affiliated with Triad Advisors, LLC