North Carolina | IUL Webinar | September 2024 | ARE-16891

Important Webinar For NC 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 webinar confirmation purposes. Seating is limited. A complimentary meal will be served. Nothing will be sold and there is no charge to attend!

Webinar Dates & Times

– Tuesday, September 24 at 6:30 p.m. EDT

– Thursday, September 26 at 6:30 p.m. EDT

– Saturday, September 28 at 10:00 a.m. EDT

REGISTRATION CLOSES IN:

Days

Hours

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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.
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.”
How to lock-in historically low tax rates now, before taxes increase.
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.

Exclusive Offer

Every webinar attendee will receive a complimentary copy of “The No-Compromise Retirement Plan.” It’s a leading book on creating tax-efficient retirement income that works for you – not the IRS. Attendees will also have the opportunity to receive a complimentary personalized retirement income and tax strategy review.

FEATURED PRESENTER:

Matthew J. Ponder, President

Ponder Retirement Strategies

A second generation Tax-Free Strategist on the side of personal finance for over a decade.

He draws from his rich background from a family that has been in business for over 46 years. From this experience, wisdom, and resourcefulness you will appreciate his approach to retirement income strategies, values, straightforwardness, honesty, and direct communication.

Matthew has a unique blend of strengths that set him apart in the professional world. His attention to detail and organizational skills makes him a valuable asset in any role that requires precision and efficiency. His leadership confidence and strong presentation skills make him stand out as a natural leader and influencer. The ability to provide exceptional customer service, combined with a dynamic and practical nature, allows Matthew to thrive in active and hands-on environments. His unique combination of traits makes him well-suited for roles that require both nurturing support and practical problem-solving skills.

He grew up in ministry while simultaneously being raised in entrepreneurship. He went from Veterinarian studies to, earning a BS Degree in Fashion Marketing and Management and after 3 years of interning at his family’s financial firm, decided that he wanted to make a career to helping other families experience true financial freedom.

Matthew, branched out from the family firm to continue to be a consumer advocate, on the Most Often OVER-LOOKED and Misunderstood Strategies, Problems, Solutions and tax strategies for retirement plan distributions that Are OFTEN not practiced or DISCUSSED by other Financial Professionals.

¹ Martin H. Ruby. “The No-Compromise Retirement Plan, 2nd Edition.” Stonewood Financial (Publishers), 2019.
*https://www.cnbc.com/2021/08/08/these-legislative-proposals-that-may-affect-your-wallet.html
*https://www.cnn.com/2020/03/25/politics/stimulus-package-details-coronavirus/index.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.

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, annuity, or securities product. Licensed Insurance Professional. Attend and learn how financial products, including annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. We are not affiliated with any government agency.