What to Know About Recharacterizing a 2023 IRA Contribution

May 30, 2024 / By Denise Appleby, APA, CISP, CRC, CRPS, CRSP
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Some of your clients may benefit by recharacterizing an IRA contribution made during 2023. There’s still time to make the change. Follow these guidelines for determining who may do so and how to make it happen.

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