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Tax Tip of the Week | No. 329 | The Future of Retirement Planning - Part 2
The stretch IRA isn’t really a savings vehicle—it’s an estate-planning strategy for extending the life of an IRA across multiple generations, enabled by IRS interpretation of the tax code.
Tax Tip of the Week | No. 328 | The Future of Retirement Planning - Part 1
We are going to run a three-part series of articles written by Wealth Management. Com. Several legislative changes are on the horizon that will impact everything we know about retirement planning.