Case Study: Recharacterization is Off the Table

Published: Jan. 8, 2018, 10:55 p.m.

This week on "Money Talks," Bil Lako, CFP®, Troy Harmon, CFA, CVA, and Jarrett McKenzie, CFP®, CWS®, discuss a provision in the tax law that eliminates recharacterization of IRA conversions. Jarrett explains how this can affect the financial planning strategy.