Roth IRAs Under SECURE Act 2.0: 5 Actions to Take With Clients

Aug 7, 2023 / By Debra Taylor, CPA/PFS, JD, CDFA
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The SECURE 2.0 Act contains some 92 new provisions to promote savings, boost incentives for businesses, and offer more flexibility to those saving for retirement. Here we discuss five main provisions related to Roth accounts and specific actions to be taking with clients so that they can benefit.

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