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Three Retirement Loopholes That Are Likely to Close
MoneyLink to more items from this source
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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