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SECURE Act 2.0 – What Do I Need to Know?

January 30th, 2023|Categories: Brian T. Jones, CFP®, Financial Planning, Insights, Parker G. Trasborg, CFP®, Retirement|

On December 29, 2022 Congress passed the SECURE (Setting Every Community Up for Retirement Enhancement) Act 2.0 as part of a larger spending package. The updates in SECURE Act 2.0 cover a wide array of pre and post-retirement planning issues; we break down several of the most applicable provisions.

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