Lifeline Tax Inc Presents:
$2.2 Trillion Stimulus and Its Impact On Your Retirement

The government recently passed a $2.2 Trillion Stimulus Bill to help with the COVID-19 economic relief. While this will undoubtably help our economy immediately, there are likely long-term consequences that may impact your retirement. 

Lifeline Tax Inc has partnered with tax and retirement experts, Marty Ruby and Becky Swansburg to help explain the long-term impacts and some precautions you can take with your retirement.

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Disclosure:

 Investment Advisory services may be offered through Forta Financial Services, Inc. (Forta), member FINRA/SIPC. Lifeline Tax Inc is not affiliated with Forta.  

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  • Marty Ruby, FSA

    Martin Ruby, FSA is CEO of Stonewood Financial and one of the country's leading experts on tax-efficient retirement income strategies. A noted author and public speaker, Martin wrote The No-Compromise Retirement Plan, which experts have praised for its eye-opening discussion on saving in today's market and tax environments. An actuary and respected business leader, Martin has served in senior leadership positions in the financial and insurance industry, and brings his background in risk management to today’s top financial concerns for savers.

  • Becky Swansburg

    Becky Swansburg did not set out to become an author or an expert on retirement saving. With a background in communication and government, she spent her early career working in Congress and the White House, assisting government leaders with some of the most pressing issues facing our nation. Becky’s work on tax policy and America’s savings habits turned her attention toward the urgent needs of today’s retirees. Becky brings her policy background and extensive communication knowledge as author of The No-Compromise Retirement Plan.

  • Hubert McIntosh

    Hubert McIntosh is the Managing Member of Wealth Management & Distribution Group LLC, and President of Lifeline Tax Inc and McIntosh Insurance Agency Co. Hubert is also a Partner, along with his wife at an Accounting and Tax Firm, RE-MMAP INC. Hubert managed the Accounting and Finance Departments of many Companies for over 36 years.

    Wealth Management & Distribution Group is a full-service firm catering to wealth management, college prep and financing, and retirement planning needs of pre-retired and retired clients. It is the goal of the firm to help clients address their financial doubts and plan to secure a stable financial future. In his practice, Hubert also helps clients overcome their concerns about stock market volatility, rising taxes, saving enough to last the duration of their retirement and more.

    Hubert is married to Jacqueline and has a daughter, Dr. Kadian McIntosh, who is a Director at the University of Arizona Tucson. Hubert and his wife Jacqueline, who is also a CPA, serve on the Advisory Board of Keiser University in West Palm Beach, FL.

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