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Important Webinar For NC & SC 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?

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, March 19 at 7:00 p.m. EDT
– Thursday, March 21 at 7:00 p.m. EDT

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.
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Exclusive Offer

Every webinar attendee will receive a complimentary 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.

YOUR HOST

Scott Phillips
Founder & Investment Advisor Representative | Asset Management Consultants, Inc.
Scott Phillips is the Principal of Asset Management Consultants. With over 30 years of experience in the financial services and money management industries, he brings a vast amount of knowledge and understanding to his practice. His number one goal is to help individuals and small businesses achieve their financial goals through detailed planning and wealth management strategies.

It is Scott’s philosophy that at the heart of every successful retirement plan is a comprehensive and cohesive financial strategy. Scott makes sure each of his client’s plans is tailored to meet their unique short and long-term financial goals. His attention to detail doesn’t stop there – Scott gives individual attention to each client, monitoring their progress and making adjustments to their retirement strategy to accommodate for a changing economic climate.

Scott is a Registered Investment Adviser Representative, North Carolina/South Carolina insurance agent with licenses in Life, Health, and Accident and also an LUTCF graduate.

Scott was born and raised in Richmond, Virginia, attended Virginia Commonwealth University, and currently resides in the Charlotte, North Carolina, area. He is happily married and the proud father of two wonderful daughters.

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.

© 2024 Taxes Declassified | Privacy Policy

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.

Asset Investment Solutions, LLC is a registered investment adviser. Registration of an investment adviser does not imply any level of skill or training.

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.