"Sample Company" Presents

Your No Compromise Retirement!

"Sample Advisor" and the "Sample Company" team are pleased to welcome Becky Ruby Swansburg and Marty Ruby, authors of The No-Compromise Retirement Plan and the architects of the Stonewood Reports to discuss 2023 taxes and steps to consider taking to potentially reduce your tax liability to and through retirement.

Topics that'll be discussed:

  • Changes and Strategies YOU can implement in 2023 and beyond​​​​​​​

  • How to leave more money to beneficiaries

  • What happens to taxes when a spouse passes away

  • Tax law changes that are slated for 2025​​​​​​​

  • America's $30+ Trillion of National Debt and what that could mean for future taxes​​​​​​​

  • Adam Advisor

    Webinar Host

  • Becky Ruby Swansburg

    Becky Ruby 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.

  • Marty Ruby

    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.

  • Disclosure:

    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 [ Firm] or [RIA/ BD]. The opinions presented are those of Martin Ruby and Becky Swansburg and do not necessarily reflect the views of [ Firm] or [RIA/ BD}]. 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 individual’s situation. Neither [FIRM] [RIA] or Martin Ruby/ Becky Swansburg may provide tax or legal advice. All individuals are encouraged to seek the guidance of a qualified tax 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 Disclosure] Guarantees provided by insurance products are backed by the financial strength and claims-paying ability of the issuing insurance carrier. ​​​​​​​Investing involves risk, including possible loss of principal. 6/22-2236453C

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