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recharacterization

Definitions

from Wiktionary, Creative Commons Attribution/Share-Alike License.

  • noun law, finance The treatment of a certain course of conduct in a different manner to which the participants describe it.

Etymologies

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Examples

  • The process of undoing a Roth is called recharacterization.

    unknown title 2011

  • Another idea was to temporarily switch money back from a Roth individual retirement account created last year to a traditional retirement account -- a step known as recharacterization -- in order to lower a tax bill.

    Time to Convert an IRA to a Roth? 2009

  • Do It Over The solution is a temporary switch back to a traditional IRA -- which is called a recharacterization -- and then back again into a Roth at the lower account value.

    The Bright Side of Losses: Lower Taxes 2008

  • On another note, if you converted a traditional IRA to a Roth in 2011, and have since suffered huge losses, you might want to reverse the conversion what's called a recharacterization.

    CNN.com 2011

  • If the market falls further later in the year, you're able to undo that conversion (it's called a recharacterization) and convert again using the lower amount.

    SmartMoney.com 2009

  • If the market falls further later in the year, you're able to undo that conversion (it's called a recharacterization) and convert again using the lower amount.

    SmartMoney.com 2009

  • If the market falls further later in the year, you're able to undo that conversion (it's called a recharacterization) and convert again using the lower amount.

    SmartMoney.com 2009

  • Mr. Slott says he plans to monitor his Roths and then reverse the conversions (called "recharacterization") of accounts that have dropped in value or lagged behind.

    What the Experts Are Doing With Their Own Roth IRAs 2010

  • If that were the case the "recharacterization" would have 0 purpose.

    Kiplinger Personal Finance 2010

  • "recharacterization," which is the technical term for undoing a Roth conversion.

    Kiplinger.com - Your Money 2008

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