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The SECURE Act, passed earlier this year, brought significant changes to retirement plans and IRAs. Here's a quick list:
There are more changes and it might be wise to have a review with a trusted adviser to see how you are impacted by the changes. If you own a business, this is a good time to discuss the benefits of opening a retirement plan for your employees. And the good news is, it can be pretty SIMPLE to do, even if you are a small business.
Let's talk soon!