Maggi Tax Advisory &
Financial Group Presents:
The Rising Tax Risks in Retirement
Featuring Stonewood Financial Group
Maggi Tax Advisory & 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 Index Universal Life Insurance, 2022 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 2022 and beyond
• How to leave more 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 slated for 2025
• America's $30+ Trillion of National Debt and what that means for future taxes
• How to take advantage of current low taxes
Times are very limited -- Be sure you reserve your spot today.
Bobby Maggi
Robert Maggi is the founder of Maggi Tax Advisory & Financial Group. Maggi Tax Advisory & Financial Group is a tax planning and insurance company providing clients with greater wealth and financial security since 1990. As a father & son team, we have the experience and expertise to provide investors custom tailored investment strategies to meet short and long term goals. We work with people of all ages. Robert Maggi is a Certified Federal Benefits Consultant for federal employees, and has been a licensed Insurance agent in the state of Florida since 1990. Maggi Tax Advisory & Financial Group also specializes in advanced tax efficient retirement planning strategies.
Chris Maggi
As a Fiduciary, Chris Maggi is the owner and founder of Maggi Investment Services, LLC. Maggi Investment Services, LLC is a fee based registered investment advisor providing financial planning and third party assessment management. Chris Maggi is also licensed in the state of Florida as an Insurance representative since 1999. Together with his Dad, Robert Maggi, they also work together with Maggi Tax Advisory & Financial Group and specialize to Advanced Tax Planning, Insurance, Income Planning and Investment planning.
Becky Swansburg
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.
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 Maggi Tax Advisory & Financial Group. The opinions presented are those of Martin Ruby and Becky Swansburg and do not necessarily reflect the views of Maggi Tax Advisory & Financial Group. 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. 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. Fee-based financial planning and investment advisory services are offered by Maggi Investment Services, LLC a Registered Investment Advisor in the State of Florida. Insurance products and services are offered through Maggi Tax Advisory & Financial Group. Maggi Investment Services, LLC and Maggi Tax Advisory & Financial Group are affiliated companies. Maggi Investment Services, LLC, Maggi Tax Advisory & Financial Group, Robert Maggi and Christopher Maggi are not affiliated with or endorsed by the Social Security Administration or any government agency. Guarantees provided by insurance products are backed by the financial strength and claims-paying ability of the issuing insurance carrier.
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