5/14/2014

If you're about to convert funds from a traditional IRA to a Roth IRA, Joe Lucey suggests hedging your bets by investing one half aggressively and the other half conservatively. You can watch the funds perform for a year and, under current law, "undo" the Roth conversion for the poorly performing account. He explains the rules for such a "Roth recharacterization."

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