2021 Proposed Tax Reform: MEGA IRAs
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2021 Proposed Tax Reform: MEGA IRAs

3 months ago · 1.1 MB Download



On September 13th, the House Ways & Means Committee released draft legislation that included significant proposed revisions to IRAs. You can use these in-depth slides to follow along with Bob Keebler’s podcast, What you need to know about the proposed mega IRA rules. If you have clients with more than 10 million in aggregate in their traditional IRAs, Roth IRAs, and vested defined contribution plans, it will be important to consider planning strategies prior to year-end if these rules go

Download the 2021 Proposed Tax Reform: MEGA IRAs

File name: 20211001-tax-reform-mega.pdf

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