Five considerations for Roth redos
Just as 2010 may have been the year of the Roth conversion, 2011 may be the year of…
Just as 2010 may have been the year of the Roth conversion, 2011 may be the year of the Roth re-characterization. Some clients had sticker shock after seeing the tax bill on their 2010 Roth conversions and want to undo those conversions. That may not be the best move. Before they re-characterize,
Learn more about reprints and licensing for this article.