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April 13, 2018
The 2018 tax reform legislation includes a provision that eliminates the ability to recharacterize or undo a conversion to a Roth IRA. This change affects any conversion to a Roth IRA that occurs in 2018 or later.
What is no longer allowed
What is still allowed
For more information on recharacterizations, consult a tax advisor and/or refer to IRS Publication 590-A (PDF)
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.