Taxes DeclassifiedIt might be 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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– Wednesday, June 5 at 6:00 p.m. CDT
– Thursday, June 6 at 6:00 p.m. CDT
– Saturday, June 8 at 10:30 a.m. CDT
Unnecessary taxes can be one of the BIGGEST expenses in retirement if not properly planned for.
Every webinar attendee will receive a no-cost 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.
In 2002, Stefani and her husband, Bob, laid the cornerstone for what would become more than just a business—it became a commitment to a philosophy. First Fidelity Group’s (FFG), mission is clear: offer products only within the fixed and fixed index markets. Their underlying objective has always been that they never want to meet with a client who has less money than when they first came to the FFG team.
While many businesses might emphasize the importance of their clients, at FFG, this belief is demonstrated daily. Clients spanning multiple states, from Connecticut to Arizona, receive unparalleled customer service that hinges on immediacy, meticulous attention to detail, and genuine care for their well-being. This isn’t just about finances—it’s about futures, and ensuring that every interaction with FFG’s team reaffirms this commitment to their success. Always available, the team ensures that every call and email is responded to promptly, often within the hour. It’s this dedication that sets FFG apart.
FFG’s vast network of professionals stationed across the country is a testament to the company’s collaborative spirit. Each person upholds the values the company cherishes, emphasizing that FFG is a group effort and not just a singular vision.
While FFG’s marketing primarily reaches out to the nursing community, their expertise and commitment are available to anyone seeking financial guidance.
Born and raised in Maryland, Stefani is a proud alumnus of the University of Maryland. Before diving into the world of finance, she served in the airline industry with esteemed companies like Delta Airlines and US Air. Today, when she’s not guiding FFG’s vision, she’s traveling the world with Bob, her partner in life and business for 37 years. Together, they have raised two wonderful children. Outside of her professional life, Stefani’s heart is dedicated to a New Orleans Animal Rescue organization, her Bible study group, and participating in two vibrant Mardi Gras Krewes.
At FFG, it’s understood that it’s not just about money. It’s about the future, and the community being built together.
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 & 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.
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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.
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 a discussion of life insurance and annuities. 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.
