The Secure Act 2.0 Rundown - Jackson Sheputis on what you need to know! - Digging In

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 sees from The Secure Act 2.0.------Visit our website: https://www.rootedretirement.comFollow us on social media:Instagram - https://www.instagram.com/rooted_reti...Facebook - https://www.facebook.com/rootedwealth...LinkedIN - https://www.linkedin.com/company/root...------Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited.  Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness.  Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.