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    Archive for March 2015

    8 Threats for Retirement Accounts

    While supporters of President Obama’s 2016 Fiscal Budget say the budget will make it easier to save for retirement, the proposal is giving mixed messages when it comes to retirement planning.  I have identified eight budget provisions that would have a negative impact to many retirement accounts. 1.       Limit Roth Conversions to Pre-Tax Dollars –…

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