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In late December 2022, Congress passed the Consolidated Appropriations Bill (2023), part of this bill included a retirement bill known as SECURE Act 2.0. This bill focuses on retirement accounts such as IRAs, Roth IRAs and employer retirement plans like 401(k)s, 403(b)s, SEP and SIMPLE IRAs.
These changes stretch from retro-active all the way to 2033 and beyond. But, in this article we’re just going to focus on what changes in 2023 and earlier.
Tax laws and regulations are constantly changing and keeping up with all these changes can be tough. Especially if it’s not your full-time job. If you would like someone else to help keep up with the changes that matter most to you, give us a call at (336) 218-9344. We have a team of CERTIFIED FINANCIAL PLANNERS™, Linus Whitlock and Logan Whitlock, that specialize in retirement and retirement income planning. Let us keep up with changes in tax law so you can do what you want with your time.