3 Tax Facts That Executives and Business Owners Need to Know About SECURE 2.0

By Charles J. Lewandowski CFP® | January 20, 2023

TRANSCRIPT: Happy New Year Everyone! While many of us took advantage of some downtime during the Holidays, our elected representatives in Congress passed an 1800-page tax bill known as SECURE 2.0 which contains several items that well compensated executives and business owners should understand as they manage their finances over the next several years I’m…

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