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Our Most Important Takeaways from SECURE ACT 2.0

On December 28th, 2022 SECURE 2.0 was passed. There are about 100 retirement legislative changes that are effective immediately while others are requirements starting in 2024. In this video, we highlight some of the most important changes that may impact you. Please watch our video to learn more.

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Tax-Smart Investing Strategy

You shouldn't be reviewing tax loss strategies in just December. I am seeing a lot of people talking about tax loss harvesting in December. It should be something you review year-round!

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