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Description

This episode is next in the podcast series, #AskPattiBrennan - a series of episodes in which Patti answers one of her listener's frequently asked questions.  These podcasts are shorter in length and address one FAQ or RAQ (a rarely asked but should be asked question).  Not many people have been talking about a law that was passed at the end of 2022 called the Secure Act 2.0.  This law affects everyone's retirement planning in some way or another and it's very important that retirees sit down with a qualified professional to ascertain which changes in this law apply to them.  In this episode, Patti uncovers the big pieces of this law and offers actionable steps to take to benefit from those changes.