EARN Act (aka SECURE 2.0) Upends Retirement Planning; Bob Keebler’s Monthly Tax And Financial Planning Course, Jan. 2023
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UGH - complex but useful esp if we're expected to know it. I'm looking forward to the day in the near future that well written AI software can analyze client data and point out potential areas of the tax code that can benefit them. We could then refer the "ten items to review list to THEIR tax person for comment and advice. Good tight seminar.
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Like drinking from a fire hose!
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Great information, as usual. Thank you!
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