by Joe Allaria | Jan 13, 2023 | Article, Retirement Planning, Tax Planning
Secure Act 2.0 has been passed and continues to build upon retirement legislation that was passed in the original Secure Act of 2019. The bill is filled with dozens of changes to previous retirement law and provisions will be phased in over the next several years,...
by Joe Allaria | Jan 9, 2023 | Article, Retirement Planning
The Bipartisan Budget Act of 2015 made what some would consider significant changes to a few key Social Security filing strategies. Specifically, the legislation removed some well-known Social Security loopholes that were used by many to increase spousal benefits....
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