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The SECURE Act: How to Maximize Advantages from Congress’ Change to Retirement Finances

July 8, 2024
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Posted in
Asset Management
Financial Planning
Investment
Investment Strategy
Wealth Management
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Written by
Nikki Sutcliffe
The recently-passed Setting Every Community Up for Retirement Enhancement Act may change the way people save, and use, retirement funds. The Act comes with some changes that are worth taking advantage of—and some that are worth being aware of. As this took effect January 1, 2020, be sure to discuss possible impacts to your retirement planning with your tax professional soon.