Financial Planning News
Thu, 17 Jan 2013
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Congress is unlikely to do away with the Roth IRA , but it could limit 'backdoor' contributions, end the 'stretch IRA ,' or eliminate some popular Social Security filing strategies, says IRA expert Ed Slott.
For retirees , everything changes when they must begin tapping their tax-deferred retirement accounts , says retirement expert Ed Slott.
Not having a plan at the outset, holding too much company stock, and being too generous with family can trip up retirees , says Baird's Tim Steffen.
Many workers aren't factoring Social Security into their retirement plans, fearing a massive cut to benefits, but how likely is such an event, and what would it mean for retirees ?
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