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Important Webinar For NY 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 workshop confirmation purposes. Nothing will be sold and there is no charge to attend!

Webinar Dates & Times

– Tuesday, June 6 at 6:00 p.m. EDT
– Thursday, June 8 at 6:00 p.m. EDT
– Saturday, June 10 at 10:00 a.m. EDT



During this Virtual, Information-Packed Workshop, You Can Discover:

  • How Biden’s proposed tax plan and Congress’ multitrillion-dollar infrastructure and welfare bills may impact your retirement.²
  • 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 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 complimentary copy of “The New Holistic Retirement” or “The No-Compromise Retirement Plan”. Attendees will also have the opportunity to receive a complimentary personalized retirement income and tax strategy review.


David F. Moore, CFP®, CLU® | Founder
Moore Financial Group
As the founding principal of Moore Financial Group, David primarily focuses on getting to know his clients, honing in on not just their needs, but also what they want to accomplish. He informs his clients about options they may never have considered for their stated goals. He wants to help them develop confidence, based on reality, that they are on the right track to accomplish their goals for retirement income, estate planning and legacy and gift planning.

David’s approach is conservative and unbiased. It’s with comfort, dedication and an unparalleled level of customer service that David works to help clients. He attained his Series 7 and 63 securities licenses, holds the CFP® and CLU® designations and is also health and life insurance licensed in multiple states.

Outside of work, you can find David spending time with his wife, their three adult sons, their wives and his six grandchildren. He is an avid reader, enjoys working on his wooded property and is involved in leadership and teaching at his church.
Micah Moore | Partner
Moore Financial Group

Micah has been an extremely valuable addition to the firm over the past 5 years. He not only attained his Series 6, 63, and 65 securities licenses, is health and life insurance licensed in several states. Micah brings energy, insight, creativity and good listening for our clients’ benefit.

He is married with two children. The family can often be found at a local U-picks gathering fresh fruits, at one of the areas many corn mazes and sunflower fields, or out on a hike.  Micah is also an avid outdoorsman, loving to fish and hunt.  


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 & 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.

**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.

David F. Moore and Micah T. Moore offer Investment Advisory Services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA /SIPC, to residents of: (NY, PA, SC, and AZ).

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