Chatting With Jeff Levine About an Important Update to SECURE Act 2.0

Oct 5, 2023 / By Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA
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A much-requested update to SECURE Act 2.0 provisions means your high-wage-earning clients can still make pre-tax catch-up contributions to their employer plans for a couple more years.

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