Do you know about Secure Act 2.0?
Secure Act 2.0 is:
Federal legislation requiring mandatory retirement plans for companies.
The requirement will be directed by each state through mandates.
Secure Act 2.0 is not mandated in all states.
You may think Secure Act 2.0 is a good or bad thing, but it is a THING you need to be familiar with.
This Act will require automatic enrollment into a retirement plan for all employees.
Failure to comply with the new mandate can lead to significant penalties.
Let us show you how to comply with Secure Act 2.0 to your advantage!
Royal Fund Management Offers Unique Leading Edge Retirement Plans.
Times Square, NYC December 2018
We certainly don't believe in "set it and forget it" for any investment advice. We are an investment advisory firm, and that's what we do, give advice. We try to be in what is working and out of what is not working.
By recognizing the importance of achieving financial security for our clients, word of mouth grew, and our advisors started presenting 401 (k) Maneuver. Suddenly, we were actively managing retirement accounts for over 470 participants.
Think of it like having the best house in the best neighborhood at
the best price. This is why we built our 401 (k) Maneuver PEP
(Pooled Employer Plan).
A significant new tax advantage
Click the button below to download your free guide
About US
Royal Fund Management was founded in 2007 by Mr. & Mrs. Mark and Linda Sorensen.
Domiciled in Lady Lake, Florida, our "Client First" mission statement catapulted us to be what we think is one of America's top boutique Fee-Only SEC Registered Investment Advisory firms.
When we see a need, we build what we think is the best product offering that suits clients for either their short or long-term goals.
Michael Conway
700 22nd Pl, Vero Beach, FL 32960
772-480-4110
mike.conway@royalfundmanagement.com
Investment Adviser Representative of and investment services offered through Royal Fund Management, LLC, an SEC Registered Adviser.
All investment strategies involve varying degrees of risk and the have potential for profit or loss. There can be no assurance that any specific investment or strategy will be suitable or profitable for a client's portfolio. Past performance may not be indicative of future results. Changes in investment strategies, contributions or withdrawals, and market or economic conditions may materially alter the performance of your portfolio.© Royal Fund Management, LLC || All Rights Reserved