Ed Slott and Company - IRA training, resources for financial advisors, consumers
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The Recharacterization: A Valuable Tool in Your IRA Kit
Recent weeks have been volatile times for the markets. In times of economic uncertainty, tools that allow you a “do over” are more valuable than ever. As an IRA owner, you have such a tool in your IRA tool kit: the recharacterization. We will discuss the many reasons you may consider a recharacterization.