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SECURE Act 2 0: How The New Legislation Could Impact You

At the end of December, Congress passed the SECURE Act 2.0 as part of the omnibus spending bill. The Act does not result in any substantial planning changes

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2022 s Secure 2 0 Act Changes Retirement Planning (Again) | Warner Norcross + Judd

As 2022 came to a close, Congress passed an omnibus spending bill, the $1.7 trillion Consolidated Appropriations Act of 2023, and it was signed by President Joe Biden on December 29..

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Dyadic Financial Implements QCDs to Satisfy RMDs in Tax-Efficient Manner

Dyadic Financial Implements QCDs to Satisfy RMDs in Tax-Efficient Manner
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Dyadic Financial Implements QCDs to Satisfy RMDs in Tax-Efficient Manner

Columbia, South Carolina (Newsfile Corp. - January 10, 2023) - Dyadic Financial announced that it will be implementing Qualified Charitable Distributions (QCDs) into its retirement plans for clients.

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Money matters as year s end approaches

The end of 2022 is approaching, as holiday displays and – perhaps – reminders from accou

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