News & Articles

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What You Need To Know About Secure 2.0

January 8, 2024 | Categories: Will’s Touches

The SECURE 2.0 includes a host of provisions affecting the rules for qualified retirement plans (401(k), 403(b), etc.) and their administration.

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A Look Ahead To 2024

January 8, 2024 | Categories: Will’s Touches

The famed American economist John Kenneth Galbraith once described prognosticators as falling into one of two categories: “those who don’t know, and those who don’t know they don’t know.” 

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