Vivian McCardell

Vivian McCardell

Morgan Lewis

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UPDATE: US Tax Reform Impacts Roth IRA Conversions

The Internal Revenue Service confirms in writing that recharacterizing 2017 Roth IRA conversions will be permitted until October 15, 2018....more

1/29/2018  /  Individual Retirement Account (IRA) , Internal Revenue Code (IRC) , IRS , Tax Reform

US Tax Reform Impacts Roth Individual Retirement Account Conversions

HR 1 makes Roth IRA conversion recharacterizations a thing of the past, but is silent on whether recharacterizing 2017 Roth IRA conversions in 2018 will be permitted....more

1/17/2018  /  Individual Retirement Account (IRA) , Retirement , Tax Cuts and Jobs Act , Tax Reform
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