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What’s in the Proposed Crackdown on Megasize Retirement Accounts
New bill targets mega IRAs and large retirement accounts
ThinkAdvisor
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IRS says Trump Account contributions will not trigger annual gift tax reporting requirements
The IRS has issued new guidance exempting Trump Account contributions from annual gift tax reporting requirements.
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Retirees face surprising problem with 401(k)s
Retirees are encountering a critical challenge in transitioning their accumulated 401(k) savings into a sustainable income stream.