The SECURE Act was approved by the House on May 23rd. It will now move to the Senate and compared or possibly reconciled with RESA. We compare the main provisions of each act in this chart. Learn More >
Recent changes to retirement plan provisions due to 2 new Tax Acts Learn More >
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View the employee benefit indexed limitations for the 2020 plan year, released by the IRS.
The circular calculation of compensation for an owner can be tricky.