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WHAT’S NEW FOR 2023 IN SECURE 2.0 ACT OF 2022

What’s New in SECURE 2.0 Act of 2022?

Posted on: January 15, 2023
In the dark of the night, snuggled within the 4,000+ page Omnibus Bill meant to keep the machine of government well-oiled, lies a passage that may change the future of retirement saving.
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What's an Annuity

What’s an Annuity?

Posted on: January 8, 2023
A joint and survivor annuity provides lifetime income payments for an annuity owner and their survivor. You contribute a lump sum of money to the joint and survivor annuity and can usually start receiving income almost immediately.
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