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The Elm Group and Associates, LLC
Alex Lima
Licensed Agent
CA Insurance License 0I02315
Contact Us
The Elm Group and Associates, LLC
Alex Lima
Licensed Agent
CA Insurance License 0I02315
Contact Us
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Annuity Tax Advantages
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Newsletters
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HOT TOPIC: SECURE 2.0 Aims to Brighten the Future for Retirement Savers
This article provides an overview of upcoming changes that could affect workplace retirement plan participants and IRA owners due to legislation passed by Congress at the end of 2022.