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ML BeneBits

The recent US tax reform 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. To learn more about this topic, please read our LawFlash US Tax Reform Impacts Roth Individual Retirement Account Conversions. If you have questions about the LawFlash, we encourage you to contact any of our authors or your benefits counsel.

In addition, to learn more about US tax reform, please visit our resource center on Navigating US Tax Reform.