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Important Webinar For PA Baby Boomers

No-Cost Retirement Taxes Declassified Webinar

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 webinar confirmation purposes. There is no charge to attend!

Webinar Dates & Times

– Tuesday, July 9 at 6:00 p.m. EDT

– Thursday, July 11 at 6:00 p.m. EDT

– Saturday, July 13 at 10:00 a.m. EDT

REGISTRATION CLOSES IN:

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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.
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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.

FEATURED PRESENTER:

David Kay
Financial Advisor & President of The Northeastern Group
David is a graduate of Temple University, where he completed dual degrees in economics and political science. He has been advising individuals, families, and business owners on financial planning, preparedness, and growth for almost 30 years. Throughout his career, he has also developed close personal relationships with CPAs, law experts, and a host of other professionals who make up his Virtual Family Office.

David is a connoisseur of macroeconomics and an avid student of US monetary and fiscal policy. He lives in Chester Springs, PA with his wife Kerry. Together, they have four children and four grandchildren.

In addition to his work as a financial planner and advisor, David is an avid traveler, studies blockchain technology, bio hacks, exercises, spends quality time with loved ones, and even hosted a local Philly financial talk show on AM radio for almost three years.

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.

© 2024 Taxes Declassified | Privacy Policy

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.

Securities and Advisory Services offered through CreativeOne Securities, LLC Member FINRA/SIPC and an Investment Advisor. The Northeastern Group LLC and CreativeOne Securities, LLC are not affiliated.

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.