Webinar: Why taxes may be the biggest retirement risk you haven’t planned for and...MEET THE AUTHORS BELOW! by Safeguard Investment Advisory Group

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About This Webinar

As you know the stock market has suffered significant losses in the past. But did you know market performance is not the only area of concern for today’s financial experts?

Many experts predict higher tax rates in the future, especially with the recent increase in emergency federal spending. And if you’re only focused on the market, you may miss a big risk impacting the amount of income you receive in retirement.

Many of us are staying closer to home this month, and that means we have the gift of time to learn something new.

Don't take a risk, use this time of pause to better prepare for your financial future.

Agenda

Why taxes may be the biggest retirement risk you haven’t planned for
Why today’s market requires specialized planning to meet your retirement goals
How to calculate the total amount of taxes you may pay on your IRA or 401(k) in retirement
Whether creating tax-free income from your current qualified account makes sense for you

Reid Abedeen

Managing Partner, Safeguard Investment Advisory Group

Reid Abedeen is the Managing Partner at Safeguard Investment Advisory Group, LLC. He has helped retirees for over 20 years with issues such as insurance, long-term care planning, financial services, asset protection and many other areas.

Reid’s primary focus is to get a complete picture and understanding of what each client is looking to achieve personally and financially as well as with estate planning for their heirs, presenting a plan that is sound and on track to meet their objectives. Reid is an expert in his field, a much sought out speaker and trainer sharing his extensive knowledge and experience as a contributing author to Kiplinger Magazine.

Martin Ruby

CEO, Stonewood Financial

Martin Ruby, FSA is CEO of Stonewood Financial and one of the country's leading experts on savings strategies that deliver greater wealth, increased financial security, and tax diversification.

A noted author and public speaker, Martin wrote The New Rules of Retirement Saving and The No-Compromise Retirement Plan. Experts have praised his books for their eye-opening discussion on saving in today's market and tax environment.

An actuary and respected business leader, Martin founded Stonewood Financial in 2000 to bring actuarial expertise to individual savers.

Becky Ruby Swansburg

Partner & CMO, Stonewood Financial

Becky Ruby Swansburg has 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 a co-author of The No-Compromise Retirement Plan, a book heralded across the industry as insightful, impactful and most of all - enjoyable to read.

Safeguard Investment Advisory Group

Conveniently Located to Serve the Following Counties:

Corona | Orange | San Diego | Sacramento | Ventura | Santa Barbara

This event is hosted by Safeguard Investment Advisory Group, LLC

At Safeguard Investment Advisory Group, LLC, we don’t take your financial future lightly. As part of our commitment to putting you and your passions first, we’ve instituted a fiduciary standard for all of our advisors. This iron-clad pledge means we’re required by law to do what’s best for you and your retirement — not our profits. So, whether you’re worried about outliving your money, paying too much in taxes, geopolitical chaos or long-term care, we’re here to help, and we always put you first.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Safeguard Investment Advisory Group, LLC, a Registered Investment Advisor firm. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed here.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this webinar shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this webinar refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this webinar are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

www.safeguardinvestment.com
(877) 213-7233