THRIVING in Retirement
The Tax Revolution Summit
Unlocking the Secrets of Tax Efficiency in Retirement
September 25th, 2019 | 7:00 PM
DoubleTree Suites by Hilton Hotel
Plymouth Meeting, PA

Understand the official new tax reform rules and their impact on your retirement
Uncover possible tools and strategies available to retirees to help develop a retirement tax strategy
Learn about common misconceptions about taxes in retirement
About the Event
The Tax Revolution Summit will cover a number of issues related to taxation in your retirement. Below are just a few examples of what we will be disucssing at this one of a kind event!
  • ​How to identify (and eliminate) 3 conflicts in your IRA or 401(k)
  • 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
  • ​Why taxes may be the biggest retirement risk you have NOT planned for
Meet the Speaker

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. Previously, Martin served in senior leadership positions for prominent companies in the financial and insurance industry. Martin lives in Louisville, Ky. with his wife and family. He holds an M.B.A. and is a Fellow of the Society of Actuaries.

Meet Thrive

When they think about retirement, many people have two big concerns. First, they worry they won’t have enough money to support their lifestyle. Second, they fear their money won’t last. To help put their concerns to rest, pre-retirees need answers to questions many of them don’t even know to ask.

The financial advisory team at Thrive Capital Management, LLC, led by longtime industry veterans David Bezar, Karen Bezar, and Bret Elam, specializes in answering those unasked questions. Whether in client meetings, during their weekly Thrive Retirement Roadmapradio show (1210 AM WPHT in Philadelphia), or through public seminars, Thrive’s advisors work to empower people with financial knowledge so they can live the retirement they always envisioned. “When we meet people for the first time, we initiate conversations they didn’t know they needed to have at this stage of life,” David says. “Breakthroughs like these can be life-changing.”

Through all four steps of its comprehensive financial planning process, the Thrive team brings critical concerns to the forefront and proposes creative solutions in areas that may not have been previously addressed. Clients learn, for example, strategies that might allow them to pay zero taxes on long-term capital gains or IRA income, maximize their Social Security benefits, and minimize tax liabilities. In some cases, clients are surprised to discover they can retire earlier than they’d planned. “Many people assume they must wait till a certain age to start taking distributions from their retirement accounts,” Bret says. “We show clients how they can buck conventional wisdom by planning for tax efficiency and covering healthcare costs before Medicare kicks in. Our job is to get people to think differently and help them achieve goals they once thought impossible.” Thrive is also dedicated to serving the unique financial planning needs of women. Karen says she’s passionate about encouraging women to pay close attention to their finances to help them enjoy long-term security and financial peace of mind. “In many cases, women put off or ignore important financial issues,” Karen says. “Or they find that after the death of their spouse, their financial situation is much different than they thought it was. When women tell me, ‘You’ve really opened my eyes,’ it’s heartening to know they’re taking control of their future.”

As an independent, fee-based Registered Investment Advisor, Thrive is wholly dedicated to serving its clients’ best interests. The firm provides an initial hour-long Thrive Retirement Roadmap ReviewSM free of charge, and if a client relationship results, the team addresses every financial need in house: investment planning, Social Security planning, tax planning, IRA conversions, and more. Thrive’s advisors are equally committed to serving the greater good. As a state chapter president of the Society for Financial Awareness (SOFA), David is an outspoken advocate for financial education. He and his team are always looking for new opportunities to give back to the community by sharing their knowledge. “Our goal is to inform as many people as we can,” David says. “We want them to understand how to prepare for retirement so they can thrive and be happy once they’re in it.”

DoubleTree Suites by Hilton Hotels
640 Fountain Road, Plymouth Meeting, PA 19462
Wednesday, September 25th at 7:00 PM
Registration is Required - please use the form to register by clicking the button below
"The great aim of education is not knowledge, but action"
- Herbert Spencer
Understand the potential impact taxes have on your retirement income

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