Iron Mountain Blog

The Elimination of ROTH IRA Recharacterizations

The Elimination of ROTH IRA Recharacterizations

The Elimination of ROTH IRA Recharacterizations   Article written by Brian Bickett The Tax Cuts and Jobs Act of 2017 eliminated the option to reverse (or recharacterize) ROTH IRA conversions.  This doesn’t mean that ROTH IRA conversions are dead.  The...

Gift Taxes – Who pays on gifts above $14,000?

Gift Taxes – Who pays on gifts above $14,000?

Gift taxes is a subject that I get questions about on a fairly regular basis and the question itself implies some inaccurate information or misunderstanding around gift taxes.  It is generally posed by a parent trying to financially help one or more children or...

Brian Bickett, CFP at Iron Mountain Financial Planning, LLC

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