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

Jen Swets 01/25/23
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 increased, but so has the complexity of the calculations. If you’re guessing this may be a trend in all things S2, you’re also on the right track and ...
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SECURE 2.0 Overview Post

Adam C. Pozek 01/12/23
You have likely already heard and read plenty about SECURE 2.0, signed into law on December 29, 2022. Rather than write yet another recitation of what’s in the new law in chronological order, we are going to share our initial thoughts here and go into further detail on some of the more interesting provisions in future posts.
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