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Retirement Proposals in the Administration's FY2024 Budget
October Three Consulting 
Mar. 24, 2023 "[The] General Explanations of the Administration's Fiscal Year 2024 Revenue Proposals included a description of 'modifications to rules relating to retirement plans' consistent with, for the most part, proposals that were, at one point, part of the Administration's 2021 'Build Back Better' proposal.... [The authors] very briefly review two of the Administration's proposals: a $10-$20 million cap on account-based accumulations, and the elimination of certain 'Roth conversions,' for certain high-income taxpayers" |
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