Taxes DeclassifiedIt’s easier to save $10,000 in taxes in retirement than it is to generate $10,000 more in retirement income. Have you addressed your tax strategy for retirement or will the IRS get more than their fair share?
Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes. Nothing will be sold and there is no charge to attend!
– Tuesday, January 24 at 6:00 p.m. EST
– Wednesday, January 25 at 1:00 p.m. EST
– Thursday, January 26 at 6:00 p.m. EST
Unnecessary taxes can be one of the BIGGEST expenses in retirement if not properly planned for.
Every webinar attendee will receive a complimentary copy of “The New Holistic Retirement”. It’s a leading book on helping protect and position your retirement assets for long-term success no matter what future market and tax conditions may be. Attendees will also have the opportunity to receive a complimentary personalized retirement income and tax strategy review.
Brian has been serving the people of Florida with his life and health insurance licenses since 2002. In addition, Brian is securities and advisory registered. He is a lifetime member of The Corporation for Long-Term Care Certification (CLTC) since 2005 and has been working with, employer groups and associations offering Group Medicare Supplements. Brian has received extensive training on income maximization and Social Security strategies, and uses his knowledge daily to help clients maximize their lifetime benefits. Because of Brian’s exceptional professional knowledge, strict ethical conduct and outstanding client service, Brian has qualified as a top producer with the Premier Association for Financial Professionals®, the Million Dollar Round Table, multiple times. Brian is a graduate of Purdue University and is excited to see how he can apply his talents to your unique situation.
Karin is a fully licensed life and health insurance agent, as well as a registered rep and investment advisor representative in Florida. Her certifications include a finance degree from the University of South Florida, a Certified Employee Benefits Specialist designation from the Wharton School of the University of Pennsylvania and a Series 7 and Series 66 certification from the Financial Industry Regulatory Authority and the North American Securities Administrators Association, all of which allow her to offer highly personalized and comprehensive retirement income plans to her clients through the use of securities- and insurance-based products.
Karin began her career in the finance industry by focusing on retirement income planning, and spent 11 years working in employee benefits with a focus on self-insured health plans and retirement. Karin is excited at the opportunity to work with you and is eager to talk about how she can help you plan for your future.
Neil is one of the country’s leading experts on tax-efficient retirement income strategies. A noted author and public speaker, Neil co-developed The New Holistic advising approach and co-authored The New Holistic Retirement and The No-Compromise Retirement Plan books.
Becky Ruby Swansburg is Partner & Chief Marketing Officer for Stonewood Financial, and co-author of the industry-leading books The New Holistic Retirement, The No-Compromise Retirement Plan and The New Rules of Retirement Saving. A nationally-recognized public speaker, Becky has trained advisors across the country on incorporating tax-efficient income planning and new holistic strategies into their practices.
Becky has more than a decade of experience in marketing, public relations and communications across a range of industries in the for-profit, non-profit and government sectors.
Prior to joining Stonewood, Becky served as Director of Communication and Public Affairs for Greater Louisville Inc. – The Metro Chamber of Commerce, where she directed the chamber’s communications and government relations. Becky has also handled marketing and communications for several U.S. Congressmen and government agencies, and has worked in the White House Press Office in Washington, D.C.
© 2023 Taxes Declassified | Privacy Policy
¹ Martin H. Ruby. “The No-Compromise Retirement Plan, 2nd Edition.” Stonewood Financial (Publishers), 2019.
² https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html
**Although qualified withdrawals from a Roth IRA are tax free, when converting a Traditional IRA into a Roth IRA, the entire converted taxable amount is reportable as income in the year of conversion.
Brian Baacke & Karin Botelho offer Securities and Advisory Services through CreativeOne Securities, LLC Member FINRA/SIPC and an investment advisor. Baacke Insurance & Financial Services and CreativeOne Securities, LLC are not affiliated.
Baacke Insurance & Financial Services
7261 Delainey Ct
Sarasota, FL 34240
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.
