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Trending Topics Regarding the SECURE 2.0 Act

Trending Topics Regarding The SECURE 2.0 Act.

As a consultant on the tax laws that govern individual retirement accounts  and employer plans, I get many questions from advisors and wealth managers about the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) and SECURE  2.0 Act of 2022. Some of these questions arose during a recent Trusts & Estates webinar in which I participated.1 Here are some of the common questions I get and the answers.

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