Secure Act 2.0 and Financial Tips

image depicting tax savings
Soon after the SECURE Act passed in 2019, ideas for more retirement account improvements began to circulate. By late 2020, the financial media was excitedly reporting what was in the new legislation. Finally, with the year-end omnibus the EARN Act (aka SECURE 2.0) will become law. The new legislation includes many new tax-incentives that financial planners, accountants, and many lawyers must understand.  The opportunities to help clients and increase sales are meaningful.   

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