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FGMK Tax Alert – Secure Act 2.0 Impact to Qualified Retirement and 529 Plans
As part of the $1.7 trillion spending bill Congress passed and President Biden signed into law at year-end, a series of new laws—known collectively as Secure Act 2.0—has provided favorable changes to both qualified retirement plans and Section 529 plans. This FGMK Tax Alert provides a summary of these key changes. Changes to …
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