Taxes DeclassifiedDo you know how proposed legislation may impact your retirement plan? 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 workshop confirmation purposes. Nothing will be sold and there is no charge to attend!
– Tuesday, June 6 at 6:00 PM PDT
– Thursday, June 8 at 6:00 PM PDT
– Saturday, June 10 at 10:00 AM PDT
Unnecessary taxes can be one of the BIGGEST expenses in retirement if not properly planned for.
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.
Jim is a Certified Financial Planner™ and Retirement Income Certified Professional™ serving clients in Nevada, California, Delaware, Florida, and Texas. He attended the University of California, Berkeley, did honors work in both Engineering and Psychology, graduated Phi Beta Kappa, and returned for his MBA in Finance. He has held financial positions in tax accounting, mortgage lending, and banking, as well as technical, marketing, and management positions in large and small firms, such as IBM, Oracle, and Bank of America. He left the corporate world to pursue personal financial planning and focuses on issues of concern to current and near-term retirees, as well as those who want to lower their financial risks.
Jim takes an evidence-based approach to financial planning. He helps clients sift through competing and contradictory financial choices and beliefs to adopt strategies that have been proven to work with consistently high probabilities, to increase the odds of reaching long-term financial and life goals.
Jim has traveled extensively through 41 countries in Europe, North Africa, the Middle East, South Asia, the Far East, and South America. He is especially interested in how and why people move to retire overseas. He lives in Reno, Nevada with his wife, and still likes to travel to new places.
Becky Ruby Swansburg is Partner & Chief Marketing Officer 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.
© 2023 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.
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.
