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Tax Credits for Start Up Retirement Plans
Retirement Management Services 
[Guidance Overview] Feb. 23, 2023 "SECURE 2.0 increased the maximum tax credit allowed for setting up a new retirement plan.... Eligible employers may be able to claim a tax credit of up to $5,000, for three years, for the costs of starting a SEP, SIMPLE IRA or qualified plan (like a 401(k) plan.)" |
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