Since the last we talked, there has been a Superbowl Champion, and the markets have changed, as they usually do. January's market was up, but we see February not looking so great. Plus, we review some of the over 100 different changes to the SECURE 2.0 Act, such as RMDs, annual contributions limits, and 529 plans.
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If you have questions you can call us 336 544 6800 or send an email