Rubino & Liang Wealth Partners

The SECURE Act & How It May Effect Your Retirement Plans

The House Of Representatives just OVERWHELMINGLY passed the S.E.C.U.R.E. (Setting Every Community Up for Retirement Enhancement) Act bill, 417-3.

If this bill passes the Senate and is signed in to law, it could effect your retirement plan, especially in terms of:

  • Required Minimum Distributions
  • Setting up your 401(k) Withdrawals

Both of which could be good news! Watch Sam’s video for the information!

You can learn more about the SECURE Act directly from the Congress website by clicking here.

We hope you enjoy your Memorial Day weekend! May we come together to honor and remember our servicemen and women who answered America’s call to service and paid the ultimate price.

To those who served and are no longer with us – we remember you, and we thank you.

HAVE A LIST OF QUESTIONS AROUND YOUR FINANCES?

Thinking about your retirement situation?

Let’s chat. Find a time on our calendar to reserve a 15 min. phone call with either Sam, John, or Ryan - we'll use this time to get to know you and your needs and talk about the retirement planning obstacles you may be facing.

The 365 Retirement Plan Process:

Schedule An Introductory Phone Call

This phone call will give us both a chance to make sure your situation matches our expertise. After all, you wouldn’t see a podiatrist if you needed heart surgery!

Build Your Plan

Work with our team to create a comprehensive strategy that coordinates all aspects of your personal and financial situation. We provide specific recommendations on how to accomplish your retirement goals.

Enjoy Less Stress

Start feeling confident, content, and secure with your retirement situation. You might even sleep better!

Start Building Your 365 Retirement Plan:

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