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Don’t Let Obama Proposals Sidetrack Financial Planning

The White House has issued a flurry of proposals since early 2014, many aimed at scaling back provisions that benefit those with higher incomes and greater wealth. At stake are some of the smartest financial strategies available, such as saving for college in 529 plans, bequeathing your Roth individual retirement account to your children and the file-and-suspend tactic used to maximize Social Security benefits….Here is a rundown of investments or strategies that could be affected…Read More…

 

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