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 summary that highlights some of the key changes, as well as some additional detail regarding the specific provisions. Access this summary by clicking the link below. Please feel free to contact me at rick.johnson@lpl.com if you would like to discuss how these changes may impact you.
Top 10 Provisions in SECURE 2.0
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