Understanding SECURE Act 2.0 for Tax and Retirement Planning
Tax Planning Amar Shah, CFA, CFP® Founder & CIO, Client First Capital Tax Planning Amar Shah, CFA, CFP® Founder & CIO, Client First Capital

Understanding SECURE Act 2.0 for Tax and Retirement Planning

The SECURE Act 2.0, a recent legislative update, ushers in substantial alterations to the landscape of retirement planning. This new law is aimed at bolstering retirement security for Americans and addressing the challenges inherent in the current retirement system. In this article, we'll delve into the key changes brought about by the SECURE Act 2.0 and their potential impact on retirement planning and tax planning strategies.

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