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SECURE Act 2.0 Key Provisions for 2023
The SECURE Act 2.0 is now the law of the land and it includes tons of provisions relating to retirement plans. The general focus was on expanding access to plans, encouraging increased savings rates, making administration of plans easier, and adding access to money for a number of financial issues Americans face. We will break this down into the key provisions that are effective each of the next four years. As always, stay tuned for additional regulatory guidance on how to turn these provisions into useful planning tools!
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See AllAmericans can file for Social Security from age 62 to age 70. The normal retirement age for Social Security depends on when you were born, but for those born from 1960 on, that age is 67. The longer
According to one major recordkeeper survey of their clients, they found the following trends as the leading changes ending in 2022 (in order of most changes): 1) Increased the matching contribution am