Lower Clients’ Tax Bill by Recharacterizing Roth Conversions With Market Losses
Sep 15, 2014
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By Denise Appleby, APA, CISP, CRC, CRPS, CRSP
Become your clients’ tax hero by checking 2013 Roth IRA conversions for possible market losses. A recharacterization of the converted amount could minimize their 2014 tax bill if you act by Oct. 15!