Tag: Retirement Plans

The SECURE 2.0 Act and Your Florida Estate Plan

The SECURE 2.0 Act, signed into law by President Biden as part of the Consolidated Appropriations Act of 2023, brings significant changes to retirement plans such as 401(k), 403(b), Individual Retirement Accounts (IRAs), and Roth accounts. The new SECURE 2.0 Act builds upon the “Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019.” […]

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