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Mar 10, 2023

This act is the largest retirement reform in the history of America. Here we dig into a newly implemented rule to your 401k savings. “Most people won’t save money unless their employer somehow does it for them in the form of a payroll deduction.” - Suze Orman. This viewpoint from financial planners is what has led to a small but very significant change to how your 401ks will now work.

*“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and Preparation Services are separate and unrelated to Commonwealth.”

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Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. 

Actual performance and results will vary. These interviews do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed. Consult a Financial Advisor regarding your specific circumstances. I*financial is located at 1901 NW Military Hwy. STE. 102. San Antonio, TX 78213. Phone number 210-342-4346