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Q1 2023 Advisor Insights
January 27, 2023 Wealth management
Written by Keith Blakely, CFA SECURE Act 2.0 The passing of the SECURE Act (Setting Every Community Up for Retirement Enhancement) in December 2019 marked a significant change to retirement planning. The most notable change in the 2019 SECURE Act was the elimination of the “Stretch IRA”, which requires most non-spouse beneficiaries to …