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Jack Surgent Explains Changes to IRAs in the Proposed Budget for 2015

Catch up on all of President Obama’s proposed changes to IRAs in the proposed budget for 2015 from Surgent Chairman Jack Surgent. These proposed changes include:


  • Limiting the ability of taking stretch payments to anyone other than a non-spouse. Currently, individuals are able to leave money in their IRA to children or grandchildren.
  • Limiting the amount of money you can have in a qualified plan.
  • Repelling the exclusion that publicly traded stock in your pension doesn’t have to be taxed.
  • No minimum required distribution at age 75.5 if you have less than $110,000 in all your qualified plans.

It’s tax season and we know you’re busy - Jack will discuss all of these changes in just under two minutes!

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