Given the breadth of the new SECURE 2.0 Act, I think the easiest approach to thinking through the noteworthy legislation that was passed at the end of 2022 is to think of it in terms of how it affects strategies in three distinct areas of Financial Planning.
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Retirement & Family Planning
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Small Businesses
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Charitable/Education planning.
In the article linked below we focus on changes that will be enacted that will impact Required Minimal Distribution rules going forward.