How to Cherry-Pick Assets for a Recharacterization

Mar 19, 2018 / By Denise Appleby, APA, CISP, CRC, CRPS, CRSP
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There is a long-held belief in the IRA industry that one is not permitted to cherry-pick stocks or other assets when recharacterizing a Roth conversion or IRA contribution. But it can be done through application of a simple algebraic formula, which negates the need to maintain multiple Roth IRAs for Roth conversions.

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