RL Wealth Educates - The Blog of Rubino & Liang Wealth Partners

Think you are ready for retirement? Answer these 6 questions first...

Apr 12, 2018 10:57:41 AM / by Sam Liang



If you are thinking about retirement, or are nearing retirement, its go time. We call this the time period the “retirement red zone.” Do you have enough? Will it last? When should you retire? These are some of the many questions you’ll be facing as you make important decisions about your future.

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The Solution in Retirement: Dependable and Sustainable Income

Feb 22, 2018 2:19:27 PM / by Sam Liang


The fathers of the 401(k) plan as we know them today never intended it to replace the traditional pension plans most workers used to enjoy. But that’s exactly what’s happened over the last 30+ years, according to an article recently published in the Wall Street Journal.

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Advanced Planning for IRA's and RMD's

Nov 16, 2017 2:52:48 PM / by Sam Liang


I got another email today from a radio listener who is turning 70 ½ and wanted to know more about the RMD withdrawal procedure. Hopefully, you read Beth’s last blog, 5 FAQs on RMDs and IRAs Answered. Many clients and listeners worry about this process! My message to you is that there is nothing to worry about, as long as you know the rules and have the withdrawals on autopilot. But sometimes, it’s about more than simply signing the RMD form and receiving a check. There are certain situations that require a more detailed plan, such as the following:

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