Setting Every Community Up for Retirement Enhancement 2.0 Act (SECURE 2.0)

Retirement plan early withdrawals: Make sure you meet the requirements to avoid a penalty

February 7th, 2023|Categories: Accountant, Burns Firm, CPA, CPA Dallas, CPA near me, Dallas CPA, Early Withdrawal from IRA, IRA, Retirement, Retirement Plan, Services, Setting Every Community Up for Retirement Enhancement 2.0 Act (SECURE 2.0), Tax, Tax Preparation, Tax Return, The Burns Firm|Tags: , , , , , , , , |

Most retirement plan distributions are subject to income tax and may be subject to an additional penalty if you take an early withdrawal. What’s considered early? In general, it’s [...]

A Dozen Ways the SECURE 2.0 Law Helps Individuals and Employees

December 29th, 2022|Categories: Accountant, Burns Firm, CPA, CPA Dallas, CPA near me, Dallas CPA, IRA, IRS, SECURE Act, Services, Setting Every Community Up for Retirement Enhancement 2.0 Act (SECURE 2.0), Tax, Tax Advisor, The Burns Firm|Tags: , , , , , , |

In the waning hours of the 117th Congress, a large government funding bill was passed that includes many provisions that will help Americans save more for retirement. The Setting Every Community Up [...]

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