Freddie Rappina is a financial advisor, a chartered financial consultant, and an accredited investment fiduciary who founded Opta Financial. He helps clients examine their current financial situation and financial goals, conducts a financial analysis, provides recommendations, and implements and reviews plans for his clients.
Freddie Rappina is a financial advisor, a chartered financial consultant, and an accredited investment fiduciary who founded Opta Financial. He helps clients examine their current financial situation and financial goals, conducts a financial analysis, provides recommendations, and implements and reviews plans for his clients.
When planning for retirement, most of us focus on building a nest egg that will support us in our golden years. We diligently contribute to our 401(k)s, IRAs, and other retirement accounts, hoping to maximize our savings and minimize our tax burden. However, the passage of the SECURE Act and SECURE Act 2.0 have introduced new rules that could significantly affect how your retirement savings are passed on to your …
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