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Wealth advisors have new prospecting tool in SECURE 2.0

tool SECURE 2.0

The legislation provides new credits and incentives that cover a significant portion of the cost of setting up a retirement plan, while also providing access to new 401(k) solutions.

Small businesses straining to recruit talent and wealth advisors seeking to expand their businesses both have a new tool: the recently passed SECURE 2.0 Act.  

According to Goldman Sachs’ recent 10,000 Small Businesses Survey, 59% of small business owners are currently hiring, and among those

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