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Impact of SECURE 2.0 on Retirement Savings

January 05, 2023

As you may know, Congress passed Secure 2.0 as part of the fiscal 2023 spending package. This bipartisan retirement security legislation could present opportunities for your retirement savings strategy. I have attached a brief overview that highlights some of the key changes, as well as some additional detail regarding the specific provisions. Please feel free to contact us if you would like to discuss how these changes may impact you.