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.
