American Tax and Business Planning

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

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.