Posts by Jen Swets

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Jen Swets |

New Distribution Options to Encourage Savings

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Jen Swets |

SECURE 2.0’s New & Improved (But Really Math-y) Tax Credits for Startup Plans

SECURE 2.0 (S2) took the tax credits of OG SECURE and enhanced them, particularly for plans with fewer than 50 employees. And if you think “enhanced” sounds a bit loaded, you’re right; credits have ...
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