Arvada IUL MTA April 2024 ARE-16043

Important Webinar For CO Baby Boomers

Complimentary Retirement Taxes Declassified Webinar

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 confirmation purposes. There is no charge to attend!

Webinar Dates & Times

– Tuesday, May 14 at 7:00 p.m.

– Thursday, May 16 at 7:00 p.m.

– Saturday, May 18 at 10:00 a.m.

REGISTRATION CLOSES IN:

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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.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 “401(k) 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

Brandon Lincoln | Lincoln Financial Services

Brandon Lincoln is a Registered Representative offering Securities through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513) 794-6794. Investment Advisory services offered through O.N. Investment Management Company.

Brandon spends his time helping small business and individual & family clients with their investing, financial and retirement planning needs. With 20+ years of goals-based analytical and solutions-based experience, Brandon focuses on applying his quantitative and qualitative approach to help clients determine what their goals and objectives are. With those goals in mind, he provides information on potential strategies, plan designs and investment strategies suited to the client’s goals and objectives, ultimately allowing for them to make informed decisions on their future financial wellbeing.
When not working, Brandon enjoys spending time with his children – Audrey, Brianna, Henry & Miles, and his wife Sarah. He is an active Private pilot, enjoys traveling, camping, wood-working, range-shooting & hunting, and pretending to be a decent cook.
Brandon maintains Series 7, 66, & 24 licenses with FINRA as well as accident & health, life and LTC licenses from the State of Colorado.

MEET THE AUTHORS

Neil Wilding & Becky Swansburg

Neil Wilding and Becky Swansburg are not affiliated with The O.N. Equity Sales Company or O.N. Investment Management Company.

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.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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.