Regional Vice President of Sales The Retirement Plan Company
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Loan & Distribution Specialist AimPoint Pension
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Compass
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Bates & Company, Inc.
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AimPoint Pension
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October 15 Deadline to Recharacterize 2017 IRA Contributions and Conversions
Slott Report Sept. 12, 2018
"A recharacterization is a tax-free transfer of funds from one kind of IRA to another.... The Tax Cuts and Jobs Act does away with recharacterization for conversions done in 2018 and later, but the IRS has made it clear that 2017 conversions can still be recharacterized."
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