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Secure 2.0 Act Overview

Society of Financial Service Professionals | February 23, 2023

SECURE 2.0 Act of 2022 was enacted as part of the 2023 Consolidated Appropriations Act, which was signed into law on December 29, 2022. It is the culmination of a multiyear bipartisan effort to follow up on the 2019 SECURE Act. Retirement planning expert Jamie Hopkins, a managing partner at the Carson Group, provides a......

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