2013
DOI: 10.2469/faj.v69.n5.3
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The Value and Use of the IRA Recharacterization Option

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Cited by 3 publications
(3 citation statements)
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“…We confirm that this is indeed the case, but that for an account with substantial unrealized capital gains, this benefit diminishes. Stowe et al (2013) applied a real options approach to valuing the recharacterizations of a Roth conversion. Unfortunately, recharacterizations were removed as part of the 2017 Tax Cut and Jobs Act TCJA.…”
Section: Drawdown Phasementioning
confidence: 99%
See 1 more Smart Citation
“…We confirm that this is indeed the case, but that for an account with substantial unrealized capital gains, this benefit diminishes. Stowe et al (2013) applied a real options approach to valuing the recharacterizations of a Roth conversion. Unfortunately, recharacterizations were removed as part of the 2017 Tax Cut and Jobs Act TCJA.…”
Section: Drawdown Phasementioning
confidence: 99%
“…Stowe et al (2013) applied a real options approach to valuing the recharacterizations of a Roth conversion. Unfortunately, recharacterizations were removed as part of the 2017 Tax Cut and Jobs Act TCJA.…”
Section: Literature Reviewmentioning
confidence: 99%
“…So, the recharacterization option would expire in 21.5 months. For more on the value of this recharacterization option, see Stowe, Fodor, and Stowe (2013).…”
Section: Details Of Strategymentioning
confidence: 99%