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IRS Issues Guidance On Miscellaneous SECURE 2 0 Changes - Retirement, Superannuation & Pensions

On Wednesday, December 20, the IRS published IRS Notice 2024-02 (the Notice). Framed as a series of questions and answers, the Notice provides additional guidance on several major topics.

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House Members Join Calls to Withdraw DOL Fiduciary Proposal

A letter, signed by representatives from both sides of the political aisle, argues the proposed DOL rule changes are unnecessary and harmful to middle-to-low-income savers.

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