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Podcast: Digging In
Episode: The Secure Act 2.0 Rundown - Jackson Sheputis on what you need to know! - Digging In
Description: Welcome to the Digging In Podcast! Digging In presented by Rooted Wealth Advisors strives to establish a deeply rooted connection to your family, your finances, and your legacy.The Secure Act 2.0 was passed through Congress just before the end of the 2022 session. While most of us were celebrating the Christmas & New Year's holidays, totally unaware that this piece of legislation has a large impact on a lot of pieces that affect retirement planning. This week Kinch O'Kelley sits down with Portfolio Advisor Jackson Sheputis as he breaks down some of the most important changes he s...