Don't let the SECURE Act devastate your legacy

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We sit down with Freddie Rappina, a financial advisor, chartered financial consultant, and accredited investment fiduciary, to explore how the SECURE Act and SECURE Act 2.0 have changed the landscape of retirement and estate planning. Freddie breaks down the new 10-year rule for inherited retirement accounts, explaining its potential tax implications for your heirs. He also shares strategies to mitigate the impact, from Roth conversions to charitable contributions, helping you pass on your hard-earned savings as efficiently as possible.

Freddie Rappina is a financial advisor, a chartered financial consultant, and an accredited investment fiduciary who founded Opta Financial.

He discusses the KevinMD article, "The hidden estate tax: How the SECURE Act could impact your heirs."

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