Posts tagged ‘recharacterization’

Death, Divorce, Retirement—and the Tax Cut and Jobs Act



As our team travels the country, we often run into unique circumstances that lead us to strategies we believe will help our customers. Whether it’s an unexpected tax law change or life event, the beginning of 2018 reminds us of the old axiom, “the only constant in life is change.” Like many…

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How the new tax law affects Roth IRAs



Any time there’s major tax reform, there are major questions on how it will affect certain strategies—and individuals. One strategy impacted by the most recent tax reform was the ability to do a Roth IRA “recharacterization.” Most of the confusion lies with the terminology being used when…

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