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  2. Not Sure How Much Money You'll Make This Year? Here's ... - AOL

    www.aol.com/finance/ready-retirement-sure-know...

    Understanding IRA Recharacterization An IRA is a tax-advantaged retirement account that you can make contributions to annually, separate from any money you contribute to a 401(k) or similar ...

  3. Fix This Roth IRA Mistake Before the IRS Nails You - AOL

    www.aol.com/news/2012-10-08-roth-ira-mistakes...

    The second solution is to do what's called a recharacterization. By arranging for a direct transfer from your Roth to a traditional IRA, you'll be treated as if you'd never contributed to the Roth ...

  4. Retirement planning involves complex rules, and you rarely get a second chance if you goof up. But in converting a Roth IRA, the opportunity to recharacterize your conversion essentially gives you ...

  5. Net income attributable - Wikipedia

    en.wikipedia.org/wiki/Net_income_attributable

    The net income attributable (NIA), is a concept in the Internal Revenue Code for calculating the net gain or loss generated by an excess individual retirement account (IRA) contribution or the net gain or loss for the purposes of a Roth IRA conversion or recharacterization.

  6. Form 1099-R - Wikipedia

    en.wikipedia.org/wiki/Form_1099-R

    Qualified distribution from a Roth IRA (where the participant meets the 5-year holding period and has reached age 59½, has died, or is disabled). R Recharacterized IRA contribution made for the prior year and recharacterized in the current year. S Early distribution from a SIMPLE IRA in first 2 years, no known exception (under age 59½). T

  7. Roth IRA - Wikipedia

    en.wikipedia.org/wiki/Roth_IRA

    A Roth IRA is an individual retirement account (IRA) under United States law that is generally not taxed upon distribution, provided certain conditions are met. The principal difference between Roth IRAs and most other tax-advantaged retirement plans is that rather than granting an income tax reduction for contributions to the retirement plan, qualified withdrawals from the Roth IRA plan are ...

  8. What taxes are due on a Roth IRA conversion? - AOL

    www.aol.com/finance/taxes-due-roth-ira...

    Converting a 401(k) or traditional IRA to a Roth IRA is a relatively simple process. Here’s how to get started: Open a Roth IRA account: Start by opening a Roth IRA account at a financial ...

  9. Recharacterisation - Wikipedia

    en.wikipedia.org/wiki/Recharacterisation

    Examples include recharacterization of gains as dividends under 26 U.S.C. § 1248, recharacterization of purported debt instruments as equity under case law and rulings under 26 U.S.C. § 385, and recharacterization of entities under "check the box" regulations 26 CFR 301.7701-2.

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