Retirement Planning Strategies under the Scrutiny of the Federal Fisc

27-Aug-2015 #Globalwealth Source: Wealth Management

In the proposed budget by President Obama, suggestions are that Roth IRA conversions be limited to only pre-tax contributions and to eliminate aggressive strategies for claiming Social Security benefits. The exact strategies at issue are not specified in the proposed budget, so professionals in the industry and those saving for retirement are left to speculate.

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