In the News

Title

With Markets Shaky, You Need to Check Your IRA

Document Type

Article

Publication Date

10-13-2015

Abstract

As the stock market continues its volatile ways, now may be the best time to check in on some of those recent retirement planning moves — especially if they concern a Roth conversion.

Investors can undo — or recharacterize — a 2014 Roth conversion, but the second chance does not last forever. Investors need to act before the October 15 deadline.