Don and Ashley break down the cumulative impact of federal and state taxes in retirement looking at Traditional IRAs and 401(k)s, Social Security, pension, annuities, and dividends.  They also provide an update on Secure Act 2.0 and the proposed provisions as they stand now as this legislation works its way through Congress.

You can reach Don Spini and Ashley Patterson by calling 800-514-4575.

DNA Wealth Partners

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