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Zephyr Blog

Proactive Retirement Planning Using the New SECURE Act

On December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law.  This new legislation made major changes to a number of tax rules that govern retirement savings. Many of these changes started in 2020 and some of the details are still being finalized. Click here to read more

2020 3rd Quarter Newsletter
Traditional and Roth IRAs
 

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