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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 img class alignnone wp-image-465575 size-medium src https www kevinmd com wp-content uploads Microsoft-logo rgb c-gray-300×134 png alt width 300 height 134 Our presenting sponsor is DAX Copilot by Microsoft Do you spend more time on administrative tasks like clinical documentation than you do with patients You re not alone Clinicians report spending up to two hours on administrative tasks for each hour of patient care Microsoft is committed to helping clinicians restore the balance with DAX Copilot an AI-powered voice-enabled solution that automates clinical documentation and workflows 70 percent of physicians who use DAX Copilot say it improves their work-life balance while reducing feelings of burnout and fatigue Patients love it too 93 percent of patients say their physician is more personable and conversational and 75 percent of physicians say it improves patient experiences Help restore your work-life balance with DAX Copilot your AI assistant for automated clinical documentation and workflows VISIT SPONSOR https aka ms kevinmd SUBSCRIBE TO THE PODCAST https www kevinmd com podcast RECOMMENDED BY KEVINMD https www kevinmd com recommended GET CME FOR THIS EPISODE https www kevinmd com cme I m partnering with Learner to offer clinicians access to an AI-powered reflective portfolio that rewards CME CE credits from meaningful reflections Find out more https www kevinmd com learnerplusClick here to visit this podcast episode

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