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Balanced Wealth Management | Financial Planner East Greenwich, RI

Balanced Wealth Management | Financial Planner East Greenwich, RI

Balanced Wealth Management partners with pre-retirees in East Greenwich, RI, putting you and your future first to help you achieve a successful retirement.

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The Secure Act

Many people wonder how they can save more money for retirement. In this video, Rob and Greg Porcaro of Greg Porcaro & Associates talk about the Secure Act, how it is intended to help you save more money from a tax standpoint, and what you need to know about it. 

Topics Discussed:

  • What is the Secure Act?
  • What was the government’s purpose in creating the Secure Act?
  • How can the Secure Act help you save more money for retirement?

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. While our best intentions are to provide accurate and timely information, you should always consult with retirement, tax, and legal professionals prior to taking any action.

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378 Main Street Suite 105
East Greenwich, RI 02818
401-398-2000
rauclair@balancedwealth.com

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