Technical Tax Tuesdays – More About Roth Recharacterizations
Last month on Technical Tax Tuesdays, I wrote about Roth recharacterizations in general, and gave an example of a simple recharacterization. This month, I’ll look at a more complex recharacterization. As mentioned in last month’s column, the tax consequences of a Roth recharacterization are simple if no other money has been put into the Roth […]