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What’s Included In The Program

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What’s Covered In The Guide Booklet

Effects on Individuals

  • Age increases to IRA required minimum distributions
  • New timeline regulations for inherited IRA distributions
  • Opportunity to receive lifetime income from employer contribution plans
  • New penalty free withdraw qualifications
  • New options to pay down student loan debt

Effects on Businesses

  • New tax credit opportunities up to $5,000 per employee
  • More relaxed Multiple Employer Plans (MEPs) and regulations
  • Elimination of the “One Bad Apple” rule under (MEPs)
  • Ability to offer guaranteed lifetime income as retirement options to employees
  • Changes to 401(k) eligibility for part-time workers

Proven Results

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