Tag Archives | stretch IRA

Lawmakers May Target Some Roth IRA Tax Benefits

The President has fired the first warning shot indicating that politicians are eying the tax advantages of the Roth IRA. For years I’ve strongly encouraged maximum funding of Roth IRAs and 401(k)s. Clients have sometimes expressed concern that politicians would someday retroactively change the rules and strip the plans of their tax advantages. I’ve seen […]

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