Indiana | MTA Webinar | August 2024 | ARE-16660

Important & Timely Webinar For IN Baby Boomers

The Rising-Tax Risk in Retirement

Learn ways to reduce the role of your "Silent Partner", 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, August 13 at 7:00 p.m. EDT

– Thursday, August 15 at 7:00 p.m. EDT

– Saturday, August 17 at 10:00 a.m. EDT

REGISTRATION CLOSES IN:

Days

Hours

Minutes

Seconds

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.

Exclusive Offer

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.

YOUR HOST

Terry Dupont, CRPS® | CEO, Founder

DuPont Advisory Group

Terry DuPont is founder and CEO of DuPont Advisory Group, a Registered Investment Adviser. He feels it is his moral and professional responsibility to provide leadership and guidance in helping people cut through all the misleading, conflicting information out there so they can make wise decisions leading to a retirement full of success, meaning, and significance, with an emphasis on wealth preservation and protective growth.

Terry is a Chartered Retirement Plans Specialist, Certified Wealth Preservation Planner and Certified Philanthropic Developer. He is a much sought-after speaker, and author, as well as founder of Blue Ocean Consulting, an advanced strategic planning firm, and DreamCatchers Initiative, a non-profit personal and business leadership and development curriculum, utilizing new worldwide cultural teachings and breakthrough thinking.

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.

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.

Fee-based financial planning and investment advisory services are offered by DuPont Advisory Group a Registered Investment Advisor in the State of Indiana. Insurance products and services are offered through DuPont & Associates, Inc. DuPont Advisory Group and DuPont & Associates, Inc. are affiliated companies. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Indiana or where otherwise legally permitted.

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.