North Carolina | TAX Webinar | August 2024 | ARE-16632

Important Webinar for NC Residents

Optimizing Your Tax Strategy & Surviving Market Volatility

Gain Control of Your Taxes & Keep More of Your Hard-Earned Money 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 new and changing for taxes and Social Security in 2024.²
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 help 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.
And MUCH more.

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, August 6 at 6:30 p.m. EDT

– Thursday, August 8 at 6:30 p.m. EDT

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

REGISTRATION CLOSES IN:

Days

Hours

Minutes

Seconds

Why attend?

This webinar combines two empowering elements:

Professional Insight

Live instruction from knowledgeable financial 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 you may be able to REDUCE some of your tax exposure in retirement, so you can create tax-efficient retirement income and potentially save thousands of dollars.

FEATURED PRESENTER:

Matthew J. Ponder, President

Ponder Retirement Strategies

A second generation Tax-Free Strategist on the side of personal finance for over a decade.

He draws from his rich background from a family that has been in business for over 46 years. From this experience, wisdom, and resourcefulness you will appreciate his approach to retirement income strategies, values, straightforwardness, honesty, and direct communication.

Matthew has a unique blend of strengths that set him apart in the professional world. His attention to detail and organizational skills makes him a valuable asset in any role that requires precision and efficiency. His leadership confidence and strong presentation skills make him stand out as a natural leader and influencer. The ability to provide exceptional customer service, combined with a dynamic and practical nature, allows Matthew to thrive in active and hands-on environments. His unique combination of traits makes him well-suited for roles that require both nurturing support and practical problem-solving skills.

He grew up in ministry while simultaneously being raised in entrepreneurship. He went from Veterinarian studies to, earning a BS Degree in Fashion Marketing and Management and after 3 years of interning at his family’s financial firm, decided that he wanted to make a career to helping other families experience true financial freedom.

Matthew, branched out from the family firm to continue to be a consumer advocate, on the Most Often OVER-LOOKED and Misunderstood Strategies, Problems, Solutions and tax strategies for retirement plan distributions that Are OFTEN not practiced or DISCUSSED by other Financial Professionals.

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

² https://www.ssa.gov/cola/

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, annuity, or securities product. Licensed Insurance Professional. Attend and learn how financial products, including annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. We are not affiliated with any government agency.