Archive - November 14, 2009

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Structuring the Roth Conversion

Structuring the Roth Conversion

In a recent article, I briefly covered the topic of Recharacterization.  The example that I gave was pretty simplistic – you converted an amount, and decided later to recharacterize that amount back to an IRA.  What if it gets complicated?

There are some steps you can take in your conversion that will help you to recharacterize later, if the occasion should arise.  These steps to structure the conversion are by no means required, they’d fit into a “simplifying your life” category, more than anything – or what I have heard referred to as a CYA* activity.

Structuring a Conversion

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