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Retirement Policy Issues for 2014
October Three Consulting Link to more items from this source
Jan. 15, 2014
"[R]etirement policy is coming to be viewed (as it has in the past) as low hanging fruit for those seeking new revenues. On the current short list [are] ... PBGC premiums (although given the end-of-2013 increase, another increase seems unlikely); elimination of stretch IRAs; and additional defined benefit plan funding relief. The elimination of the deduction for dividends on employer stock and expansion of Roth IRAs, 401(k)s and conversions have also been proposed as revenue raisers[.]"

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