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SECURE 2.0 Act

Note: This information is from 2023 but much has changed since then. Please be sure to discuss your unique financial situation with your McKinley Carter Advisor or another trusted professional.

Financial Strategist Joel Estes, CFP®, CPFA®, NQPA™, offers an insightful overview of the SECURE (Setting Every Community Up for Retirement Enhancement) 2.0 Act retirement legislation that went into effect in December 2022. Joel focuses on four key changes provided in the federal legislation that may benefit you.

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