Eliminate the Silent Partner in Your Retirement, the IRS, & Reduce Your Taxes In Retirement

It's easier to save $10,000 in taxes in retirement than it is to generate $10,000 more in retirement income. Have you addressed your tax strategy for retirement or will the IRS get more than their fair share?

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Featuring a special presentation from one of "The New Holistic Retirement" co-authors themselves, Becky Swansburg!

During this Virtual, Information-Packed Workshop, You Can Discover:

• Why taxes can be one of your biggest retirement expenses without a proper plan in place.
• Immediate actionable steps to protect your savings from heavy, unnecessary “retirement taxes.”
• How to lock-in historically low tax rates now, before taxes increase.
• Strategies to help you avoid “401k and IRA tax pitfalls.” (1)
• How you can create tax-free retirement income and potentially lower your tax bracket in retirement.
• And MUCH more!

Don't miss the chance to learn how to REDUCE some of your tax exposure in retirement, so you can create tax-efficient retirement income and potentially save thousands of dollars.

Every webinar attendee will receive a complimentary copy of The New Holistic Retirement. It's a leading book on helping protect and position your retirement assets for long-term success no matter what future market and tax conditions may be. Attendees will also have the opportunity to receive a complimentary personalized retirement income and tax strategy review.

Todd Wooten, founder and president of Blue Sky Financial Partners, began his career in the financial services industry because of a personal experience that significantly impacted his family.

Todd’s father, Bill, a hard-working telephone repairman, had a good job and a pension. When it came time to retire, Bill did what most of his co-workers did and asked for the most amount of money out of his pension, choosing a life-only payout option. But he didn’t take into account that his health was poor and his wife was five years younger and healthy. He also had a life insurance policy but when money got tight, he let the life insurance go. Just a few years later, a heart attack rendered him uninsurable. When Bill died, Todd’s mother was left without any life insurance proceeds and without a pension income. She and the family began to experience firsthand the hardships that lack of planning created. Bill didn’t plan to fail, he simply failed to plan.

Todd has built one of Northwest Indiana’s premier insurance and financial advisory firms with the goal of helping others to create solid financial and retirement plans and avoid the same pitfalls his parents experienced. Todd helps retirees, pre-retirees and business owners to create and grow their wealth, protect and preserve their life savings and plan for the distribution of that life savings in the most tax efficient manner. By challenging traditional financial thinking, Todd helps clients to see possibilities they’ve never considered before.

“Considering today’s economy, there is ample opportunity to make costly mistakes. My goal is to help inform people on how money works in order to strategize to achieve their financial goals. But knowledge in itself is just the beginning. Real financial progress occurs with wisdom which is the ability to apply that knowledge to your everyday life.”

Todd has been a featured contributor for Fox Business News, CNN Money and Fortune.com and is a nationally sought-after speaker and frequent lecturer for educational institutions. He is a lifetime Court of the Table qualifier with the Million Dollar Round Table, placing him among the top professionals in the global life insurance and financial services industry. He is a Certified Senior Advisor (CSA) and IRA Rollover and Distribution Specialist, a member of the National Ethics Bureau and Wealth Counsel Advisors Forum.

As an FAA certified airman, Todd can get his airplane from point A to point B by implementing a flight plan. Similarly, when assisting clients, Todd designs a specific and unique Financial Flight Plan for Retirement™ to help his clients fly confidently through financial turbulence, allowing them to reach their destination with confidence and on time.

Todd and his family reside in Valparaiso, Indiana. Because family is so important, he places great emphasis on generational planning. “The financial landscape is changing rapidly and helping families to create a legacy for generations to come is truly rewarding.” Clients enjoy working with Todd because of his honesty, integrity and his ability to make the complex simple through product knowledge.

State License #446786

Neil is one of the country's leading experts on tax-efficient retirement income strategies. A noted author and public speaker, Neil co-developed The New Holistic advising approach and co-authored The New Holistic Retirement and The No-Compromise Retirement Plan books.

Becky Ruby Swansburg is Partner & Chief Marketing Officer for Stonewood Financial, and co-author of the industry-leading books The New Holistic Retirement, The No-Compromise Retirement Plan and The New Rules of Retirement Saving. A nationally-recognized public speaker, Becky has trained advisors across the country on incorporating tax-efficient income planning and new holistic strategies into their practices.

Becky has more than a decade of experience in marketing, public relations and communications across a range of industries in the for-profit, non-profit and government sectors.

Prior to joining Stonewood, Becky served as Director of Communication and Public Affairs for Greater Louisville Inc. – The Metro Chamber of Commerce, where she directed the chamber’s communications and government relations. Becky has also handled marketing and communications for several U.S. Congressmen and government agencies, and has worked in the White House Press Office in Washington, D.C.

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¹ Martin H. Ruby. “The No-Compromise Retirement Plan, 2nd Edition.” Stonewood Financial (Publishers), 2019.

*https://www.cnn.com/2020/03/25/politics/stimulus-package-details-coronavirus/index.html

**Although qualified withdrawals from a Roth IRA are tax free, when converting a Traditional IRA into a Roth IRA,

the entire converted taxable amount is reportable as income in the year of conversion.

Advisory Services offered through Change Path, LLC an Investment Advisor. Blue Sky Financial Partners and Change Path, LLC are not affiliated.

The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional tax advice for applicability to your personal situation.

By providing your information, you give consent to be contacted about the possible sale of an insurance, securities or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.