Taxes DeclassifiedIt’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!
– Tuesday, September 17 at 6:00 p.m. EDT
– Thursday, September 19 at 6:00 p.m. EDT
– Saturday, September 21 at 10:00 a.m. EDT
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 no-cost personalized retirement income and tax strategy review.
Steven A. Conte is President of Beacon, and has 32 years of experience in corporate America, with emphasis in retirement financial planning, human resources, and operations, both domestic and international.
Steve has devoted the last 15 years of his professional career to working directly with pre-retirees and retirees, business owners, and professionals, providing alternative strategies for their retirement needs.
He has an accomplished background as a senior executive and corporate officer in companies ranging from Bristol-Myers, Schering-Plough, United Brands, and Newmont Mining Corporation. Steve has been responsible for the design, development and management of pension plans and 401 (k) plans, as well as employee benefit and compensation plans.
Steve brings an extensive background in financial management planning, human resources and operations to the programs he represents and understands.
Steve is a graduate of St. Ambrose University, where he earned a Bachelor of Science degree with honors in Political Science and Economics, and won the Political Science Academic Excellence Award. He has completed over 50 professional, technical, sales and management programs. A seasoned traveler, he has worked in Europe, Russia, South and Central America, Canada and the Far East.
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.
© 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.
Beacon Retirement Planning Group, Inc. offers insurance products and services. Licensed Insurance Professional.
Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.
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. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.
The presenter can provide information, but not specific 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.
