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Important Webinar For TN 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 confirmation purposes. There is no charge to attend!

Webinar Dates & Times

– Tuesday, December 5 at 7:00 PM CST

– Thursday, December 7 at 7:00 PM CST

– Saturday, December 9 at 10:00 AM CST

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 complimentary 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 complimentary personalized retirement income and tax strategy review.

YOUR HOSTS

Scott Oldham
Co-Owner | Providence Retirement Strategies
Scott grew up in Gallatin—he’s a lifelong resident of Middle Tennessee—and graduated from Gallatin High School in 1979 and from Volunteer State College in 1982 with a degree in Business. He spent the late ’80s and ’90s living in Nashville.

Scott opened Oldham Insurance in 2008. He had a childhood dream of one day owning his own business, and his firm is the culmination of that dream. He didn’t know as a child that his business would be an insurance agency, but he’s so happy it is—he loves meeting and helping people with their insurance. Scott holds insurance licenses in Tennessee, Alabama, Mississippi, Florida, and Texas. He also loves the freedom of being self-employed. Providence Retirement Strategies represents the next step on that journey for him.
Tommy Enoch
Co-Owner | Providence Retirement Strategies

Thomas Enoch is managing partner of Enoch & Associates, LLC, a full-service financial planning firm located in Franklin. A lifelong Tennessean, he attended the University of Tennessee, where he studied business. Enoch, who goes by his nickname Tommy, has nearly three decades of experience in the financial arena. He holds insurance licenses in Tennessee, Alabama, Mississippi and Florida.

Since his start in the industry in 1983, Tommy has specialized in helping clients prepare for retirement. In fact, a majority of his clients have been 55 years old and above. Tommy’s expertise makes him especially qualified to answer questions regarding social security, long term care, and Medicare advantage, while exploring conservative retirement income strategies that protect his clients’ principal.

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.

© 2023 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.

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.