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.

https://www.thinkadvisor.com/2023/03/23/5-secure-2-0-act-changes-that-could-affect-your-clients-taxes/