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BAM Intelligence

My Take: Obama Budget Proposal Shines Light on Estate Tax and Retirement Planning — Brian Zdrowak

Brian Zdrowak, Dopkins Wealth Management, Buffalo, N.Y. President Barack Obama’s 2014 budget proposal, which includes making changes to individual retirement accounts (IRAs) and estate tax exemptions, has been making headlines. In the abridged version, the draft introduces: A cap on… Read more

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