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Which has made it difficult for advisors and their clients to plan for the future with less than a year remaining before the scheduled sunset. Recently, however, the House and Senate agreed to adopt a budget resolution that represents a crucial first step in the process of passing a 'reconciliation' bill. Read More.
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And the consequences for incorrect tax advice can include legal and financial penalties if a client were to be harmed by the wrong advice – which is often not covered by the firm’s E&O insurance –creating an expensive liability when tax advice goes wrong. Affects how much can be saved to pre- and after-tax accounts !
Jeffrey is the Creator and Program Leader for Savvy IRA Planning® , as well as the Co-Creator and Co-Program Leader for Savvy TaxPlanning® , both offered through Horsesmouth, LLC. Elimination Of RMDs For Plan Roth Accounts. eliminates RMDs for Roth accounts in qualified employer plans beginning in 2024.
There’s ways around that during reconciliation for budget bills and things like that. So I think when we look back at this with enough years of data with the covid blip being a blip, not, not that it’s a blip, it’s a blip in tax terms, 01:19:21 [Speaker Changed] It was a couple of years in tax terms for sure.
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