AMJ Financial Blog

Tag Archive: recharacterize a Roth conversion

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… Read More