recharacterization

[Video] Recharacterization…The Roth Conversion “Undo” Button

August 14, 2017

STEPHEN SMALENBERGER, EA Ever wished you could hit the “undo button” and everything would go back to how it was? Well this does actually exist and in the financial world this is known as a recharacterization.  That is a big word that essentially means to unwind or undo a Roth Conversion that was processed at…

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