Important Webinar For OH Baby Boomers
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Optimizing Your Tax Strategy: Utilizing Recent Tax Law Changes to Potentially Create a Tax-Free Retirement

The backbone of the American retirement system is comprised of several building blocks: Social Security, defined benefit pensions, 401(k)/403(b)/457 and IRAs. What do these have in common? They’re all investment vehicles that may be at risk of excess taxation. 

In this webinar, we’ll discuss recent tax law changes that open the door to a more efficient way of converting taxable retirement savings.⁴ We’ll show you how these tax changes:

  • Increased the amount a person is able to access from taxable accounts to create a tax-free retirement.
  • Allow financial institutions to design products that are more efficient in accumulating and distributing the bottom line, helping you convert your portfolio at a lower rate of taxation.

We’ll also discuss:

  • What’s changing for taxes in 2023².
  • The impact that proposed changes to tax laws³, market volatility and rising inflation may have on your retirement income¹.
  • Why taxes may 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 you can create tax-free retirement income and potentially lower your tax bracket in retirement.
  • Ways you may be able to lock-in historically low tax rates now, before proposed tax changes³ go into effect.
  • Strategies to help you avoid “401k and IRA tax pitfalls.”

Privacy Policy: We protect your privacy. Information is confidential and never shared with any unaffiliated third parties. Please provide your best email and mobile phone to ensure delivery.

Webinar Dates & Times

– Thursday, May 18 at 6:30 p.m. EDT

– Saturday, May 20 at 10:00 a.m. EDT

– Tuesday, May 23 at 6:30 p.m. EDT

REGISTRATION CLOSES IN:

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Why attend?

This webinar combines two empowering elements:

Professional Insight

Live instruction from knowledgeable professionals, in an engaging, easy-to-understand format.

Actionable Next Steps

An opportunity to receive a plan for retirement income that may help you reduce your tax exposure and keep more of your hard-earned money.

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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FEATURED PRESENTERS:

Eric Seyboldt
Managing Director & Co-Founder of Novus Financial Group
Eric has been an advocate for clients of the financial services industry for 25+ years, providing retirement income services to families and businesses throughout the country. Helping community members in all stages of retirement income planning, Eric is dedicated to assisting those who don’t want to outlive their income. He continues to inform current and future retirees on crucial topics impacting them today, including the fees they might be paying, risk tolerance and how to be as tax efficient as possible.

Eric’s focus on retirement income planning strategies for future retirees ultimately led to him becoming the co-creator of Income Perspectives, a software package designed to inform employees on how to maximize retirement income streams. His product development expertise also drove a project that built an industry-first product that is currently being used by thousands of financial professionals across the country to provide retirement income stability to their clients.

Eric is an Educator for the Ohio Operations of the Financial Education Partnership, one of the largest and fastest-growing 501(c)(3) nonprofits in the country. He provides countless workshops to his community in an effort to increase financial literacy. He is also the co-host of The Financial Insider radio program, aimed to increase awareness on a broad array of industry-related topics.

An educator himself in the financial sector, Eric takes great pride in his ability to help educators in our communities. With a goal to provide service to those who need it most, he has pinpointed teachers as a vastly underserved market despite their importance as pillars in our society.

Now, he focuses on providing financial education and helping teachers beyond their initial fund selection in the 403(b). In fact, the true work lies beyond the pension and the 403(b), and Eric steps in to plug the gap with supplemental options that help teachers transition seamlessly into retirement.

He currently holds a Bachelor of Science in Business Administration from the prestigious Fisher College of Business, with a major in finance, from The Ohio State University, as well as a Master of Business Administration from Ashland University. Eric is also actively pursuing the Certified Public Accountant designation. Eric and his wife, Margo, have two handsome sons, Manny and Luke. Eric enjoys volunteering at his church, playing golf, boating, fishing, motorcycling and coaching his kids’ sports teams.
Mark McCanney
President & Co-Founder of Novus Financial Group

For nearly 20 years, Mark has been a leader in the financial services industry providing retirement income services to families, businesses and teachers throughout the Midwest. His extensive academic study focuses on retirement income planning strategies for baby boomers, which ultimately led to the creation of a software package designed to maximize retirement income streams.

He is also the co-founder of a financial services partnership formed to study and find strategies to combat the low levels of retirement income sources for the current generation of workers. His work and expertise guided a project that produced an industry-first product strategy that is currently being used by thousands of financial professionals across the country to provide retirement income stability for their clients.

As the Director of Ohio Operations for the Financial Education Partnership, one of the largest and fastest-growing 501(c)(3) nonprofits in the country, Mark is passionate about improving retirement income literacy. He is a frequent speaker to groups of all sizes of and co-hosts a radio program aimed to increase awareness on a broad array of industry-related topics.

He also believes strongly in his work with teachers as clients. Growing up, both of his parents were teachers, and he quickly learned how underserved educators are, both in their retirement vehicles and in their access to information.

Once he began working in financial services, it became evident that teachers lacked ethical and competent advice specifically geared toward the tools they have available to them. Teachers constantly give to their communities without asking for anything in return, and Mark sees his ability to guide them toward retirement as his chance to return the favor.

Always seeking to better himself through his own education, Mark is a graduate of the Max M. Fisher College of Business at The Ohio State University. He currently lives in Columbus with his wife and three wonderful children.

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¹ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts

² https://www.ssa.gov/cola/

³ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html

⁴ https://www.kiplinger.com/retirement/bipartisan-retirement-savings-package-in-massive-budget-bill

* Martin H. Ruby. “The No-Compromise Retirement Plan, 2nd Edition.” Stonewood Financial (Publishers), 2019.
*https://www.investopedia.com/explaining-biden-s-tax-plan-5080766

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.