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5 Secure 2.0 Act Changes That Could Affect Your Taxes

The Setting Every Community Up for Retirement Enhancement (Secure) 2.0 Act ushers in a number of retirement planning changes that could affect your clients. As retirement planning and tax planning are inextricably linked, many of these changes could have tax implications — and provide new planning opportunities.

Here are five provisions of the Secure 2.0 Act that could affect your clients’ tax planning.

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