Chatting With Jeff Levine About SECURE Act 2.0: What to Know About Roth Accounts

Jun 29, 2023 / By Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA
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Our expert discusses concerns related to Roth contributions, employer match contributions, catch-up contributions and taxation, particularly for higher-income employees, under SECURE Act 2.0.

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