Wilmington, NC | TAX Webinar | January 2023 | ARE-13473

Important Webinar For North Carolina Baby Boomers

Optimizing Your Tax Strategy

Gain Control of Your Taxes in Retirement

If you have an IRA, Roth, 401k, 403b or any other retirement accounts, you don’t want to miss the opportunity to learn about:

What’s changing for taxes and Social Security in 2023².
The impact that proposed changes to tax laws³, market volatility and rising inflation may have on your retirement income¹.
Why taxes may 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.”
How you can create tax-free retirement income and potentially lower your tax bracket in retirement.
Ways you may be able to lock-in historically low tax rates now, before proposed tax changes³ go into effect.
Strategies to help you avoid “401k and IRA tax pitfalls.”
Social Security strategies to help minimize taxes on your benefits.

Privacy Policy: We protect your privacy. Information is confidential and never shared with any unaffiliated third parties. Please provide your best email and mobile phone to ensure delivery.

Webinar Dates & Times

– Tuesday, January 17 at 12:00 p.m. EST
– Wednesday, January 18 at 3:00 p.m. EST
– Thursday, January 19 at 5:30 p.m. EST

REGISTRATION CLOSES IN:

Days

Hours

Minutes

Seconds

Why attend?

This webinar combines two empowering elements:

Professional Insight

Live instruction from knowledgeable professionals, in an engaging, easy-to-understand format.

Actionable Next Steps

An opportunity to receive a plan for retirement income that may help you reduce your tax exposure and keep more of your hard-earned money.

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.

FEATURED PRESENTERS

Beck Smith

Financial Education Partnership, Representative

Beck Smith is an educator with the Financial Education Partnership, one of the largest and fastest-growing 501(c)(3) nonprofits in the country.

Originally a Texas native, Beck attended the University of North Carolina at Wilmington in 2002 and hasn’t left the coast since. After graduating in 2006 with a degree in Finance from the Cameron School of Business, it didn’t take long to find a career in insurance and financial services. Working with one of the leading independent firms in Eastern North Carolina, Beck most enjoys the relationships he develops with his clients across various professions.

Beck stays involved in the local community, volunteering with the North Carolina Azalea Festival where he currently serves as Vice President of the board. He is the President of the Coastal chapter of the North Carolina Association of Health Underwriters and a past chairman of the local Public Transportation Authority, as well as a past Vice Chairman of the North Carolina Battleship Commission. When not in the office or staying involved with his children’s school activities, Beck is sure to be outdoors as an avid fisherman, diver, and spear fisherman, but can most often be found pulled up to the beach with his family.

Jonathan Lee

Financial Education Partnership, National Tax & Estate Planning Director

Over the past 20 years, Jonathan has provided training for financial planners, tax advisors, and investment professionals, nationwide. His development of financial software and calculators has revolutionized many advising offices across the country. Jonathan is also the creator of the C.A.R.E. Program that has helped countless families save hundreds of thousands of dollars in taxes, while benefiting their charity of choice and leaving their family with a tax free inheritance. Jonathan is a widely sought out conference speaker on financial management, training, and wealth management strategies. His seminars are in constant demand because of his expertise in finance, trusts, insurance, tax and estate issues.

Besides his non-profit, Jonathan actively supports worldwide mission trips and is responsible for funding hospitals and schools in Southeast Asia and in Africa. Jonathan and his family live in suburban Maryland.

¹ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts

²https://www.ssa.gov/cola/#:~:text=Social%20Security%20and%20Supplemental%20Security,increase%205.9%20percent%20in%202022.&text=Read%20more%20about%20the%20Social,maximum)%20will%20increase%20to%20%24147%2C000.

³ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html

* Martin H. Ruby. “The No-Compromise Retirement Plan, 2nd Edition.” Stonewood Financial (Publishers), 2019.
*https://www.investopedia.com/explaining-biden-s-tax-plan-5080766

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.