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SECURE 2.0: Key Provisions & Planning Considerations

SECURE 2.0: Key Provisions & Planning Considerations

March 21, 2023

The SECURE 2.0 Act of 2022 builds on the original SECURE Act legislation, with some of the retirement savings enhancements taking effect this year. Many will be phased in over the next few years. Check out this summary from Putnam Investments for an overview of the key provisions.   

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SECURE 2.0: Key Provisions & Planning Considerations