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A recharacterization is an election to change the nature of your IRA contribution. The opportunity to recharacterize a contribution from one IRA to another type is designed to help taxpayers who change their minds or are ineligible for one type of IRA.

Certain retirement plan and IRA limits are indexed for inflation each year, but only some of the limits eligible for a cost-of-living adjustment (COLA) have increased for 2019.

When a single stock dominates your portfolio, selling the stock may be complicated by more than just the associated tax consequences.