Senior Financial Center Presents:
Reducing Taxes In Retirement: 2021 and Beyond
About the Presentation
Senior Financial Center is pleased to welcome Becky Swansburg and Neil Wilding, 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.
This presentation has been created by Neil Wilding and Becky Swansburg of Stonewood Financial. Neither Neil Wilding, Becky Swansburg or Stonewood Financial are affiliated with and do not endorse Senior Financial Center. The opinions presented are those of Neil Wilding and Becky Swansburg and do not necessarily reflect the views of Senior Financial Center. 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. Life insurance policies are contracts between your client and an insurance company.
Life insurance product guarantees rely on the financial strength and claims-paying ability of the issuing insurer. This presentation should not be construed as advice designed to meet the particular needs of an individual’s situation. Neither Senior Financial Center or Neil Wilding/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 end of the webinar, you will be provided an opportunity to visit with us, one on one virtually or by phone to discuss your specific circumstances. At this visit you may be provided with information regarding the purchase of insurance or investment products or establishing and advisory relationship. Charles and David Bartman are not affiliated with any government agency and are insurance licensed with the state of Michigan.
Charles Bartman is the owner and founder of Senior Financial Center. He’s dedicated to assisting people in or near retirement to better understand their money and protect their assets. His commitment and dedication has enabled him to assist clients in achieving their retirement goals. He has become a leading financial professional, speaker, and presents free educational classes with numerous media coverage through radio, TV, and published articles.
David Bartman is a recognized speaker, co-author, and hosted the “Safer Income for Life” radio show with his father. His focus is to have a holistic approach to his client’s needs. David focuses on income needs, tax forward planning, downside protection, lowering fees, and legacy planning. By having a proper plan in place, the client will feel comfortable in retirement. David looks ahead through the windshield, not through the rearview mirror.
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.
Neil Wilding is Partner and Chief Development Officer at Stonewood Financial and one of the country's leading experts on tax-efficient retirement income strategies. A noted public speaker, Neil co-developed the No- Compromise Retirement Plan approach, and co-wrote the The No-Compromise Retirement Plan book. Experts have praised this book for its eye-opening discussion on saving in today's market and tax environment. Neil has spent his career at the forefront of consumer financial advice. With more than two decades in the financial services industry, he works with financial advisors to align their recommendations with the developing needs of American savers. Through this work, Neil has helped hundreds of thousands of savers prepare for a successful retirement.