February 24, 2023
The SECURE Act 2.0 & Tax Planning
There has been much ado about the SECURE Act 2.0. Passed into law as part of the year-end omnibus bill, this new retirement law will impact tax planning. The SECURE Act 2.0 builds on the SECURE Act and is much longer with over 90 provisions. Although none of its provisions are (arguably) as impactful as the elimination of the stretch IRA, the sheer volume of provisions means that the law may impact more people. We have summarized key provisions; many become effective in 2023, and others will be phased in over the coming years.
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