First quarter, 2015
Commentary, analysis, and tools to help put the market events and performance of the first quarter in perspective.
When Can You Reconvert To A Roth?
Suppose you converted a traditional IRA to a Roth IRA only to see the value of the assets decline significantly. So you "recharacterized" the Roth into a traditional IRA before the tax return deadline. But now the market has shifted again and the assets are making a comeback. Can you pull another switcheroo and shift back to the Roth?. more >