#2: 4 Exciting Aspects of SECURE Act 2.0 for Wealthy Clients

Jan 9, 2023 / By Debra Taylor, CPA/PFS, JD, CDFA
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SECURE Act 2.0 is focused on helping hardworking middle-class Americans get their retirement savings back on track. But it happens to include a few provisions that will be very beneficial to your wealthy clients.

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