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 workshop confirmation purposes. Nothing will be sold and there is no charge to attend!
– Tuesday, October 25 at 6:00 p.m. CDT
– Thursday, October 27 at 11:00 a.m. CDT
– Thursday, October 27 at 6:00 p.m. CDT
Unnecessary taxes can be one of the BIGGEST expenses in retirement if not properly planned for.
Every webinar attendee will have the opportunity to receive a complimentary Total Tax Burden Analysis and Tax Strategy Review. This custom report will show you how much you may potentially pay in taxes over your retirement and how a holistic tax strategy could reduce your overall tax burden.
As an independent business owner, Nathan treats his clients with the same honesty and care he reserves for his own family, and he serves his clients with the same dedication he showed his community as a volunteer fire fighter in Wray, Colorado.
Nathan has 15+ years of experience in the insurance and retirement income industry. He has worked with dozens of federal agencies helping employees increase the efficiencies of their federal benefits along with providing advice on alternative investment options to maximize their retirement income. He knows what works and what doesn’t. And he knows how to help keep your money as tax-efficient as possible.
When he’s not in the office, Nathan enjoys spending time with his friends and family—camping and riding horses or ATVs. He and his wife are from the Minnesota/North Dakota area originally, and although they love Colorado, they’re happy to be back at home in Perham.
He and his wife, Stacy, have been married for more than 20 years, and together they have two daughters, Harper and Hadley.
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 & 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.
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¹ Martin H. Ruby. “The No-Compromise Retirement Plan, 2nd Edition.” Stonewood Financial (Publishers), 2019.
*https://www.cnbc.com/2021/08/08/these-legislative-proposals-that-may-affect-your-wallet.html
*https://www.cnn.com/2020/03/25/politics/stimulus-package-details-coronavirus/index.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.
