Download: Recharacterizing a Roth Conversion in 5 Easy Steps

About the Author: Robert E. Grace, JD, CLU, ChFC, RFC is an Investment Adviser Representative and Master Elite IRA Advisor. As Founder & President of Grace Tax Advisory Group, LLC. , he has helped thousands of clients prepare for retirement through his proprietary planning process. Grace is also a best-selling author and radio show host.  Learn more about Bob.


If you’ve changed your mind about your 2017 Roth conversion for any reason, you can still “undo” it with a Roth recharacterization. You’ll need to move quickly, though,as the deadline for recharacterizing 2017 conversions is fast approaching.

Roth recharacterizations provide investors with a “do-over” option, which isn’t common in the tax world.

Before making any big decisions, it’s important to understand the specific rules you must follow,including guidelines on deadlines, transfers,and custodians, to execute a Roth recharacterization properly.

Avoid making critical mistakes and click here to download “Recharacterizing a Roth Conversion in 5 Easy Steps.”

Have more questions about your qualified retirement accounts? We are here to help!

Click here to request a complimentary consultation or contact our office at 800-511-4048 to schedule a meeting.

 Get a FREE Second Opinion
on Your Retirement Income Plan, Taxes, Wills & Trusts.
or call us at 239-249-8888