The Advisor Lab by CION

Episode 134: Helping Clients Mitigate Tax and Legislative Risk - A Differentiated Approach


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Becky Swansburg, CEO of Stonewood Financial, has trained advisors across the country on incorporating tax-efficient retirement strategies into their practices. Becky focuses on the new reality that taxes in retirement likely won't be lower, and the tax risk to a plan is as significant as investment risk. She has some surprising insights, and a point of view on ways to introduce a conversation that has prospects and clients "all ears."

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The Advisor Lab by CIONBy CION Investments

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