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Much of the new SECURE 2.0 tax law comes into effect in 2023, with other parts phasing in over the next couple of years. The act has even more provisions than the first SECURE act so we've sifted through the act to find the changes that affect most of our clients. As with all new tax laws, stay tuned here for more detailed information on how these new changes will work.
If you missed our series on retirement, you can still access the issues. For Retirement, Part 1 - Retirement Savings, click here. For Retirement, Part 2 - Social Security, click here. For Retirement, Part 3 - The Retirement Paycheck, click here.
SECURE 2.0 offers many changes that may benefit you. If you would like assistance with your tax planning, we are here to help you stay On Course!