Solomon Financial Group Presents:
Reducing Taxes In Retirement: 2021 and Beyond
About the Presentation
Solomon Financial Group is pleased to welcome Becky Swansburg and Marty Ruby, authors of The No-Compromise Retirement Plan and the architects of the Stonewood Reports, to discuss 2021 taxes and steps you can take to reduce your tax liability to and through retirement.
Some of the topics that we will discuss:
• Changes and Strategies YOU can implement in 2021
• How to leave the most money to beneficiaries
• What happens to taxes when a spouse passes away
• How a new administration may impact your taxes
• Tax law changes that are coming in 2025
• America's $21+ Trillion of National Debt and What that means for future taxes
• How to take advantage of current low taxes
Times are very limited -- Make sure you reserve your spot today.
Neither Martin Ruby, Becky Swansburg or Stonewood Financial are affiliated with and do not endorse Solomon Financial Group and JWCA. The information and opinions presented in this presentation are those of Martin Ruby and Becky Swansburg and do not necessarily reflect the views of Solomon Financial Group and JWCA.
This presentation is designed to provide general information on the subjects covered. It is not provided to recommend a specific tax plan or arrangement. It is not intended to provide specific tax, legal or investment advice. This presentation should not be construed as advice designed to meet the particular needs of an individuals situation. Neither Solomon Financial Group, JWCA. or Martin Ruby/ Becky Swansburg may provide tax or legal advice. All individuals are encouraged to seek the guidance of a qualified professional regarding their personal situation. At the conclusion of the presentation you will be offered a consultation with Solomon Financial Group.
Investing involves risk, including the potential loss of principal. This material is intended to provide general information and is believed to be reliable, but accuracy and completeness cannot be guaranteed.
Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA). Solomon Financial Group and JWCA are unaffiliated entities.
As a dedicated Financial Advisor and Insurance Professional for more than two decades, David Solomon proudly assists individuals and their families in navigating their golden years. Dave is the founder of Solomon Financial Group, Inc. and has been serving the residents of the Wenatchee Valley and North Central Washington since 1995. He is the Host of the Retiring Well with Dave Solomon Radio show heard for over seven years. Dave grew up on a small farm in Olympia Washington and credits his parents for his work ethic and commitment and passion to serve others. Dave lost his father to ALS when he was 20 years old, and then his mother to bone cancer 13 years later. Both experiences impacted him and made him aware of the importance of having a plan in place for secure financial future. Before entering the financial industry, Dave served in the U.S. Army Reserve as an Infantry Trainer to new Recruits. His military career taught him the personal guiding principles he adheres to today: to lead by example, act with integrity and take care of others. “Mission First, People Always” Dave graduated from Central Washington University with a Bachelor of Science in Business Administration/Marketing. He makes his home in Wenatchee. Dave has three grown children. A person of Faith, Dave seeks to bring compassion and care to his Clients. Away from the office, he enjoys all the recreational activities North Central Washington offers, including mountain biking, hiking, camping and exploring lakes, plus climbing an occasional mountain.
Becky Swansburg did not set out to become an author or an authority on retirement saving. With a background in communication and government, she spent her early career working in Congress and the White House, assisting government leaders with some of the most pressing issues facing our nation. Becky’s work on tax policy and America’s savings habits turned her attention toward the urgent needs of today’s retirees. Becky brings her policy background and extensive communication knowledge as author of The No-Compromise Retirement Plan.
Martin Ruby, FSA is CEO of Stonewood Financial. He focuses on tax-efficient retirement income strategies. A noted author and public speaker, Martin wrote The No-Compromise Retirement Plan, which professional colleagues have praised for its eye-opening discussion on saving in today's market and tax environments. An actuary and respected business leader, Martin has served in senior leadership positions in the financial and insurance industry, and brings his background in risk management to today’s top financial concerns for savers.