Complimentary Dinner at Macaroni Joe's in Amarillo, TX

Tax Planning for Retirement: Tips for Optimizing Your Tax Strategy

An enlightening presentation for those in or nearing retirement looking to preserve their hard-earned assets. Join us to discover:

  • Ways to help protect your IRA, Roth, 401(k), 403(b) and investment accounts from taxes and inflation.
  • How legislative changes may impact your taxes and Social Security.
  • How to navigate retirement pitfalls in today’s volatile economy.
  • Strategies for income preservation tailored to your financial situation.
  • And much more.

Event Details

Macaroni Joe’s
1619 South Kentucky Suite 1500-D , Amarillo, TX 79102

Dates & Times

– Tuesday, April 9 at 6:00 p.m.

– Thursday, April 11 at 6:00 p.m.

Privacy Policy: We protect your privacy. Information is confidential and never shared with any unaffiliated third parties. Please provide your best email and mobile phone to ensure delivery.

What's on the menu?

Your choice of a Steak, Chicken or Pasta entrée.

Do you have a retirement tax strategy in place?
Don’t miss this information-packed event!

Days
Hours
Minutes
Seconds

If you have an IRA, Roth, 401(k), 403(b) or any other retirement accounts, you don’t want to miss the opportunity to learn about:

  • The changing financial landscape for those approaching retirement.
  • Tips and strategies to manage your tax exposure and help increase your retirement income.
  • Understanding tax laws³ and how they may impact your retirement income¹.
  • How you may be able to avoid unnecessary taxation on Social Security income & maximize your benefits.
  • Planning for longevity, inflation and future tax increases.
  • How to navigate RMDs and ensure you are harvesting your assets efficiently without paying more taxes than necessary.
  • Strategies to help plan for the next market downturn and protect your assets from market volatility.
  • How to create a customized retirement income & tax minimization strategy.

These presentations are extremely popular and seating is limited. Reserve your seat today to guarantee attendance!

Meet Your Host

Hollie Gandy | Texas Retirement Solutions

Hollie Gandy-Donohue was raised in Dumas, Texas, graduated from Baylor University with a BBA in Management/Marketing and Finance and began her career in the Houston market.

Hollie returned to the Texas Panhandle to help care for her aging mother. She learned firsthand the challenges and financial issues seniors and their families face as Alzheimer’s progresses.

Hollie’s passion for educating and preparing people for their retirement years is the foundation of her businesses. She has used her experiences in the school of life to educate and prepare others in her practice. Hollie is the owner of Safe Money Solutions and Texas Retirement Solutions in Amarillo.

She is a fully committed advocate for the Insurance & Financial Advisor community. A member of NAIFA (National Association of Insurance and Financial Advisors) for twenty-two years, she has served as the NAIFA-Amarillo Area Local President. She is the Past President (2018-2019) for NAIFA-Texas, and Hollie serves on the NAIFA National Independent Advisor Task Force, Communications Council and as the Public Relations Chair for NAIFA-Texas. She has completed the NAIFA-Leadership & Life Institute (LILI). Also, as a member of the Million Dollar Round Table, her success as a female in the Financial Services Industry serves as a role model and mentor to many others.

Hollie is an active political advocate, hosting events for candidates to meet with local professionals, as well as lobbying our Congressmen in Washington and Legislators in Austin on issues related to consumer protection, such as the Elder Financial Protection Act and the Tax Reform & Jobs Act, and most recently, helped achieve wins in the 87th Texas Legislature with getting the Personal Financial Literacy Act and the Best Interest Annuity Legislation to Governor Abbott’s desk.

Hollie is active in the Amarillo community with the Senior Ambassador Coalition, Amarillo Chamber of Commerce, Make-a-Wish Association Chili Cook-Off, The 100 Club of the Texas Panhandle, and as a Dream-Team member at Trinity Fellowship Church.

Hollie met her husband at a NAIFA Conference, which produced her marriage. Hollie married Rusty Donohue who, though recently passed, still leaves an influence on their practice.. They share two children (Tami Donohue Schultz and Russ Donohue) one grandchild, Madison, one new great-grandchild Avery Nicole, as well as their Schnauzer, Inkie). Hollie is passionate advocates for NAIFA-Texas and the local chapter. This combined practice is your only stop for a financially successful retirement

© 2024 Taxes Declassified | Privacy Policy

¹ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts

² https://www.ssa.gov/cola/

³ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html

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The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.

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