Randall & Hurley, Inc.
Loren D. Stark Company
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|Three Retirement Loopholes That Are Likely to Close|
June 30, 2015
"President Obama's 2016 budget proposal suggests that future Roth conversions be limited to pre-tax money only, effectively killing most back-door Roths.... Most recent tax-related bills have included a provision to kill the stretch IRA and replace it with a law requiring beneficiaries other than spouses to withdraw the money within five years.... Obama's budget also proposed to eliminate 'aggressive' Social Security claiming strategies[.]"
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