IRA Series: IRA Conversions, Recharacterizations & Excess Contributions

The difference between an IRA conversion and an IRA recharacterization contribution can be confusing to accountholders and tax advisors. The allowable methods to correct excess contributions and the deadlines to avoid can also be perplexing and difficult to explain. In addition, recent tax legislation has eliminated the ability to recharacterize IRA conversions and retirement plan rollovers made on or after January 1, 2018. This session will demystify IRA conversions, recharacterizations, and excess contribution corrections and give you the knowledge to confidently handle IRA owner questions and requests.

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