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The Hollander Group Podcast

Feb 15, 2023

There has been a lot of talk about Secure Act 2.0 since Congress passed their spending bill in late December. In their latest interview, The Hollander Group talks with Tim Steffen, Director of Tax Planning at Baird, to break down the complex set of changes largely related to retirement contribution and withdrawal rules and to discuss planning opportunities that Secure Act 2.0 may provide.