recharacterize 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.

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recharacterize IRA

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