The under-the-radar 401(k) tax benefit every planner should be trumpeting

Oct 29

There is a lesser-known 401(k) tax benefit created under Section 2202 of the CARES Act that can provide significant opportunities for financial planners to help their non-business clients, earn new ones, and position themselves as legitimate experts. But the strategy is only available until the end of the year. Bruce Willey explains in Financial Planning.

Phil Sywash

The under-the-radar 401(k) tax benefit every planner should be trumpeting

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