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On December 29, 2022, President Biden signed the Consolidated Appropriations Act of 2023.  The act includes over 350 pages of new retirement plan rules that comprise the much-anticipated SECURE Act 2.0.

SECURE 2.0 implements a long list of significant changes to the tax code as it relates to retirement plans.

In this section of our blog dedicated to SECURE Act 2.0 we will focus on the new rules that specifically impact self-directed plan holders.