6 SECURE Act 2.0 Changes to Plan for in 2023
With the act containing upward of 100 new retirement provisions, here are six of the most notable changes taking effect this year.
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Highlights of SECURE Act 2.0 for Individuals
SECURE Act 2.0 includes numerous significant provisions affecting individual retirement savers. Following is a brief roundup of several key changes.
W2 Statements Due to Employees and SSA by Jan. 31, 2023
Employers must also provide copies B, C and 2 of Form W-2 to their employees by January 31, 2023.
How to take advantage of ’10-Year Averaging’ in New Retirement Tax Rules
A taxpayer may qualify for “ten-year averaging” when they receive a lump-sum distribution (LSD) from a qualified plan.