Alicia Waltenberger is an estate and tax planning attorney and wealth planning specialist at TIAA-CREF. firstname.lastname@example.org.
Articles by this Author
Portfolio Strategies »
The income restrictions have been lifted, but does converting to a Roth IRA make sense for you? Plus, find out why a recharacterization can give you even more flexibility for managing your tax exposure.
January 2010 | Journal