Roth IRA conversion: There’s still time to recharacterize
If you converted a regular IRA into a Roth in 2010 and the value of your Roth IRA has fallen, you may want to consider undoing — or "recharacterizing" — the transaction.
New & Noteworthy
Explore our latest news and insigts locllay and around the globe.
Washington DC
Watch out for new retroactive tax in D.C.
On June 14, the D.C. Council approved the $10.8 billion fiscal 2012 Budget Support Act, which included a contentious tax on non-D.C. municipal bonds.
Chevy Chase Trust Company and Its Heritage – Part 3: The Growth of American Security and Trust
Here at Chevy Chase Trust, we’re proud of our heritage, which began in 1837 during the early days of private […]
Chevy Chase Trust Company and Its Heritage – Part 2: Antitrust Regulation and The Birth of American Security and Trust
Here at Chevy Chase Trust, we’re proud of our heritage, which began in 1837 during the early days of private […]
Chevy Chase Trust Company and Its Heritage – Part 1: From Corcoran to Riggs
Here at Chevy Chase Trust, we’re proud of our heritage, which began in 1837 during the early days of private […]
Federal Estate Tax: Mixed Benefits
Most have probably heard about the significant increase in the federal estate tax exemption and decrease in the federal estate […]