Sound Financial Advice for an Ever-Changing World
Tailored strategies for the most important aspects of your life
Financial Planning in Southern Nevada.
With over 15 years of experience in Business and Personal Financial Planning, Jason Frederico focuses on providing comprehensive planning solutions that integrate family, career and business ambitions.
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A solid estate plan can still have gaps when it comes to specific assets. Which ones deserve a closer look before those gaps become costly?
You may have heard you should spend certain retirement accounts first and save others for last. But that rule has its limits, and following it could prove costly.
A lifetime income stream sounds appealing for a long retirement. When does an annuity make sense, and when might its trade-offs outweigh the protection?
A closer look in to the new RMD age timeline through 2033
The age for starting required minimum distributions is changing, but the new rule won't apply to everyone. Your birth year could affect when you need to start.
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Jason A. Frederico
CFP®, ChFC®, CLU®, RICP®, CLTC®
CFP®, ChFC®, CLU®, RICP®, CLTC®
Park Avenue Securities Form CRS
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 CARROLL CANYON ROAD, SUITE 300, SAN DIEGO CA, 92121, 619-684-6400 . Securities products and advisory services offered through PAS, member FINRA, SIPC. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #0G14394. 7031678.2 Exp. 9/28
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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