Speaker | Author | Thought Leader
Becky has trained the country's top independent advisors through:
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About Becky
The tax debate in Washington can have a direct impact on U.S. savers and their retirement assets. Does your audience know how to prepare?
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Becky Ruby Swansburg is the nation's leading expert on Legislative Risk in Retirement, teaching savers and the advisors who serve them how to mitigate this critical emerging risk. ​
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A nationally-recognized public speaker and thought leader, Becky has educated thousands of American savers on the risk of rising taxes in retirement - and how the debate in Washington could lead to more debt, higher taxes, and increased regulation for higher-income savers. She has also trained thousands of independent financial advisors to help their clients address Tax and Legislative Risk as part of a complete retirement approach.
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Becky draws on her background in Washington, D.C., where she worked in the White House and on Capitol Hill for the Speaker of the House and other Members of Congress. During her time in government, she came to understand the direct impact Washington can have on the success or failure of a saver’s retirement approach.
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Now, her passion is helping Americans understand the tax risk coming from Washington - and how to adjust their retirement approaches to protect against it.
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A sought-after keynote speaker, she further educate savers and advisors as author of four industry-leading books, including today's top retirement tax book The Road Less Taxed.
Recent Presentations & Interviews
Educating Today's Savers
Becky's Books
As the nation's top thought-leader on legislative risk in retirement, Becky has co-authored multiple industry-leading books. You can request a copy of any of her books here.
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Legislative Risk is the risk that Congress passes legislation that changes the rules on a saver’s retirement approach.