About This Webinar
Tax planning doesn't end at retirement—and for many clients, it grows more complex after the loss of a spouse, when a surviving partner may face higher tax rates as a single filer. The widow's penalty is one of the most overlooked areas in legacy planning, yet it's where proactive guidance can make a real difference for the clients you serve.

Join Becky Swansburg, CEO of Stonewood Financial and author of The Road Less Taxed, for a tactical session on navigating the widow's penalty across IRMAA, estate taxes, income taxes, and retirement accounts. You'll come away with practical strategies you can apply right away—and a more confident approach to leading legacy conversations with your clients.
Agenda
  • Identify where and how taxes can increase for a surviving spouse—and implement strategies to help mitigate that impact.
  • Prepare for what’s ahead across IRMAA, estate taxes, income taxes, and retirement accounts.
  • Guide clients in diversifying the tax status of their legacy—without triggering unnecessary taxes or fees.
  • Strengthen your messaging around legacy planning for seminars, lead generation, and client conversations.
Presenters
  • 1589558742-6150ab4d0b3178cd
    Sarah Williams
  • 1738679403-2dff5988911eb2fc
    Becky Swansburg
    Partner & Chief Marketing Officer for Stonewood Financial
    Becky Ruby Swansburg is CEO of Stonewood Financial, a noted public speaker, and co-author of several industry-leading books, including The New Holistic Retirement. She has built a career in communication and policy working in the White House under George W. Bush and on Capitol Hill for the House Speaker and other Congress Members.
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