Andersen Wealth Management Presents:
Reducing Taxes In Retirement: 2021 and Beyond
About the Presentation
Andersen Wealth Management 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 Index Universal Life Insurance, 2021 taxes and steps to consider taking 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 Martin Ruby and Becky Swansburg of Stonewood Financial. Neither Martin Ruby, Becky Swansburg or Stonewood Financial are affiliated with and do not endorse Andersen Wealth Management. The opinions presented are those of Martin Ruby and Becky Swansburg and do not necessarily reflect the views of Andersen Wealth Management. 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 Andersen Wealth Management 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 end of the webinar, you will be provided an opportunity to visit with us, one on one 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.
Investment Advisory Services offered by Michael Andersen Registered Investment Advisor LLC d/b/a Andersen Wealth Management. Not FDIC insured. Not bank guaranteed. Form ADV Part II available online at sec.gov
Michael Andersen is the founder and president of Andersen Wealth Management, an award winning financial services firm based in Easton, Maryland. Long committed to financial education and literacy, Michael Andersen is a sought after speaker throughout the Mid Atlantic on topics of relevance to individuals nearing or in retirement. In addition to public seminar and classes, he is the star of the Wise Money educational series of television shows, radio programs, and books.
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.