IRA

10 Things You Must Know About a Recharacterization

Submitted by Stark Strategic Capital Management, Inc. on September 22nd, 2015

By Beverly DeVeny, IRA Technical Expert Follow Me on Twitter: @BevIRAEdSlott

October will be here before you know it. I know this because I have already seen Halloween candy in the grocery store and Sarah's blog on the recharacterization's value reminded me.

October 15 is the deadline for doing a Roth recharacterization. Here is what you need to know.

At Stark Strategic Capital Management, Inc. we work collaboratively with you as your personal financial planner and investment advisor offering you a wide range of services from financial and investment planning, insurance and risk management, retirement planning, retirement income and distribution strategies, all while optimizing your asset allocation. Our primary goal is to customize each and every solution and strategy in a personalized and distinct way as your individual, unique circumstances require.

We serve clients in the immediate Maryland area and on the east coast from New Jersey to Florida. Our owner, Scot L. Stark is a certified financial planner^® professional - CFP®.

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