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Important Webinar For KS & MO Baby Boomers

Complimentary Retirement Taxes Declassified Webinar

Eliminate the Silent Partner in Your Retirement, the IRS, & Gain Control of Your Taxes In Retirement

It’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!

Webinar Dates & Times

– Tuesday, March 28 at 6:30 p.m. CDT

– Thursday, March 30 at 6:30 p.m. CDT

– Saturday, April 1 at 11:00 a.m. CDT

REGISTRATION CLOSES IN:

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During this Virtual, Information-Packed Workshop, You Can Discover:

  • How Biden’s proposed tax plan and Congress’ multitrillion-dollar infrastructure and welfare bills may impact your retirement.²
  • The impact that proposed changes to tax laws, market volatility and rising inflation may have on your retirement income.²
  • Why taxes can be one of your biggest retirement expenses without a proper plan in place.
  • Immediate, actionable steps to protect your savings from heavy, unnecessary “retirement taxes.”
  • Ways you may be able to lock-in historically low tax rates now, before proposed tax changes go into effect.²
  • Strategies to help you avoid “401k and IRA tax pitfalls.” (1)
  • How you can create tax-free retirement income and potentially lower your tax bracket in retirement.
  • And MUCH more!
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Unnecessary taxes can be one of the BIGGEST expenses in retirement if not properly planned for.

Don’t miss the chance to learn how to REDUCE some of your tax exposure in retirement, so you can create tax-efficient retirement income and potentially save thousands of dollars.
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Exclusive Offer

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.

YOUR HOST

Daniel Dolan, ChFC®, CLU® LUTCF
Senior Vice President of Tax Favored Benefits, Inc.
Daniel always knew working directly with people was going to be the focus of his career. For the last 30 years, he’s helped clients realize their financial goals by designing financial strategies that encompass tax-efficient investing, estate planning and risk management.

Dan focuses on building relationships and is committed to his clients from day one. He understands those life-long relationships aren’t made in one phone call—they take time and careful nurturing. That’s why he isn’t surprised when after five, seven or 10 years of relationship building, individuals come to see the significant value he can bring them when it comes to helping them map out their financial futures. Even out-of-town clients can be surprised when Dan checks in with them so often, but he wants them to be confident in his dedication to them. To him, it’s a simple way of showing he’ll always be there.

Reliable and outgoing, Dan is proud of what he’s accomplished during his 20+ years as a partner at Tax Favored Benefits. He spends his day helping institutions, business owners, families and professionals plan for the future, helping them work toward financial independence so they can retire with confidence or pass along wealth to their loved ones. His knowledge and experience in investment management, tax planning and financial planning makes him an invaluable resource to his clients.

He is a graduate of the University of Kansas and a recipient of the Chartered Financial Consultant designation and the Chartered Life Underwriter designation from the American College. He is also an investment advisor representative with Ameritas Investment Company, LLC, holding his securities 7, 63, and 65 registrations.

When he’s not in the office, Dan enjoys spending time with his family, including his wife, Kara, daughters Kendall and Quincy, and his son Drew. When his kids were younger, Dan coached many of their teams, especially soccer. Now you can find him playing golf, traveling with his wife or watching KU basketball and the Kansas City Chiefs.

MEET THE AUTHORS

Neil Wilding & Becky Swansburg

Neil Wilding
Co-Author of "The New Holistic Retirement"

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 Swansburg
Co-Author of "The New Holistic Retirement"

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.

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© 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.

*Representatives/Advisors offers products and services using the following business names: Tax Favored Benefits, Inc – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | TFB Advisors, LLC or Ameritas Advisory Services, LLC (AA) – investment advisory services. AIC and AAS are not affiliated with Tax Favored Benefits, Inc or TFB Advisors, LLC or any other entity mentioned herein.

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.