Texas | Rising-Tax Risk Webinar | June 2024 | ARE-16468

Important & Timely Webinar For TX Baby Boomers

The Rising-Tax Risk in Retirement

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?

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Webinar Dates & Times

– Tuesday, June 25 at 6:00 p.m. CDT

– Thursday, June 27 at 6:00 p.m. CDT

– Saturday, June 29 at 10:30 a.m. CDT

REGISTRATION CLOSES IN:

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

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 help 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!

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.

YOUR HOST

Jonathan English

Owner & Managing Director of Luca Wealth Management

As a native Texan hailing from South Texas, Jonathan’s roots run deep in the Lone Star State. He was born and raised in South Texas, where his family has lived since the mid-1970s. He also pursued his education at Texas State University in San Marcos, TX, where he honed his knowledge and skills in the field. Jonathan has spent over 20 years in the finance and investment management world, including 12 years with a large Investment firm in Houston, TX.

When he’s not immersed in his professional pursuits, Jonathan prioritizes quality time with his spouse, Joy, and their two children, Brynlee (14) and Brooks (12). Soccer plays a central role in their lives, with both children excelling in the sport and actively participating in soccer clubs in the Houston Area.

The family enjoys vacationing, indulging in snow skiing adventures and beach trips, and relishing those cherished weekends spent relaxing at home by the pool. These shared experiences strengthen their bond and provide a well-deserved respite from their bustling lives.

Jonathan’s professional licenses include the Series 65 Securities License and Life Insurance License, illustrating his commitment to maintaining the highest standards of professionalism and expertise. Notably, he operates as a fiduciary, placing the best interests of his clients at the forefront of every decision he makes.

With Jonathan’s vast experience, dedication to client success, and passion for the industry, he is poised to make a significant impact on your financial journey. Whether you’re seeking guidance in investment management, personalized financial planning, or comprehensive advice, Jonathan possesses the knowledge and skills to guide you toward your goals.

TX State License #2890435

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 & CEO 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.

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.

Investment advisory services are offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC-registered investment adviser. The content provided is intended for informational and educational purposes only. The views, statements and opinions expressed herein are those of the individual speaker(s) and not necessarily those of Foundations and its affiliates. The information contained herein does not constitute an offer to sell any securities or represent an express or implied opinion or endorsement of any specific investment opportunity, offering or issuer. Any discussion of performance or returns is not indicative of future results. Each individual investor’s situation is different, and any ideas provided may not be appropriate for your particular circumstances. Foundations only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. No legal or tax advice is provided. Always consult with a tax professional. All rights reserved. Licensed Insurance Professional.

Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.

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 and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice.