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Large IRAs and High-Income Retirement Savers Targeted by Amendment to Budget Reconciliation Bill
Ropes & Gray LLPLink to more items from this source
Sept. 21, 2021

"[S]ome of the key retirement plan rule modifications found in Chairman Neal's amendment: [1] Prohibition on rollovers to Roth IRAs and certain Roth conversions ... [2] Prohibition of certain private investments by IRAs ... [3] Contribution limit for retirement account balances of $10 Million or More ... [4] New reporting mandate for aggregate account balances exceeding $2.5 million ... [5] Extension of the statute of limitations with respect to IRA noncompliance."

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