Archives: Retirement Planning

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The Impending Death of the Stretch IRA?

By John W. Boyd on November 10, 2016 Posted in Retirement Planning

It can, at times, seem like a fool’s errand to focus too closely on specific provisions contained in proposed legislation. As any casual observer of Congress can attest, committee proposals frequently die unenacted or undergo significant change before they are considered by the full House or Senate. Joint conference committees provide yet further opportunities for … Continue Reading

Retirement Planning Strategies under the Scrutiny of the Federal Fisc

By Lucas Witters on August 26, 2015 Posted in Retirement Planning, Tax

President Obama’s proposed budget for 2016 shows that some retirement planning strategies have drawn the attention of the Federal government and may be subject to future legislative limitations. The President’s proposed budget suggests that Roth IRA conversions be limited to only pre-tax contributions. This would effectively eliminate the “backdoor” Roth IRA conversions by which taxpayers … Continue Reading