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Joanne Bocovich

February 24, 2020

The new budget bill passed by Congress on December 20, 2019 impacted both retirement and college savings plans. While many are still waiting for further guidance from the IRS on several details of the bill, we compiled a short list of the major changes that may affect you.

Retirement plan changes:

College saving (529) plan changes:

If you have any questions, please reach out to our firm. We are here to help!

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