An action consisting of reversing the conversion of an IRA from one type to another. For example, the conversion of a traditional IRA into aRoth IRA may be recharacterized, returning the relevant funds to the traditional IRA.
Related information about recharacterization:
- Roth IRA Recharacterization 2012: Undoing a Roth Conversion ...
Mar 5, 2012 ... Nearly everyone is an excellent candidate for a Roth conversion this year. If you failed to convert money from an IRA to a Roth IRA last year, ...
- Recharacterization Definition | Investopedia
The treatment of a contribution as being made to another type of IRA instead of the IRA to which the contribution was initially made.
- Recharacterizing Your IRA Contribution Or Roth Conversion
Sep 24, 2003 ... Some financial institutions will process the recharacterization by simply changing the ... Calculating the Earnings/Loss for a Recharacterization ...
- 4 Roth recharacterization considerations | Bankrate.com
You can change your mind about converting a Roth, but don't decide to do a Roth recharacterization until you think about these four issues.
- Recharacterization Rules
Jan 24, 2008 ... Eligible contributions. Some types of contributions are eligible for this treatment, and others are not. Yes: conversion contributions. When you ...
- Fidelity IRA Request for Recharacterization form (PDF)
The IRS allows you to treat certain IRA contributions made to one type of IRA as having been made to a different type of IRA. This is known as “recharacterization ...
- IRA recharacterization - Bogleheads
Dec 29, 2011 ... If you made a conversion of a Traditional IRA to a Roth IRA, or contributed to either one, you can switch the type of IRA by doing a ...
- Recharacterization - Financial Dictionary - The Free Dictionary
The reversal of a traditional IRA contribution or conversion into a Roth IRA, or vice versa. Recharacterization. In IRAs, the act of making a contribution to a certain ...