The Need-to-Know on SECURE Act 2.0
Apr 21, 2023•38 min
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Episode description
Fellow Financial Professionals, have no fear. Mike and Jerry are here (as always) to run through SECURE Act 2.0 provisions going into effect in 2023 ONLY. We cover the new RMD age and new exceptions to early withdrawal penalties as well as a couple of new tax credits that could benefit your clients.
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