Amarillo, TX | TAX Dinner | April 2025 | ARE-18480

You're invited!

Controlling Taxes in Retirement: Strategies to Help Protect and Grow Your Wealth

Join your local host at X-Steakhouse on

– Tuesday, April 8 at 5:30 p.m.

– Thursday, April 10 at 5:30 p.m.

for a complimentary dinner and timely, informative tax minimization and retirement income planning seminar. During this event, we’ll discuss:

The Importance of Tax Minimization Planning in Retirement: How a tax strategy could help maximize your retirement income.
Common Tax Risks in Retirement: Identifying challenges such as taxable income reliance, RMDs, and Social Security taxes.
Tax Diversification Strategies: Exploring the "Three Tax Buckets" to help balance taxable, tax-deferred, and tax-free accounts.

Seating is limited. This is a no-cost, no-obligation event.

Join the thousands who have attended Taxes Declassified's nationwide events and walk away with newfound confidence and actionable retirement strategies.*

Event Details

Location

X-Steakhouse
9181 Town Square Blvd, Suite 1311, Amarillo, TX 79119

Date & Time

– Tuesday, April 8 at 5:30 p.m.

– Thursday, April 10 at 5:30 p.m.

What's on the menu?

Your choice of a steak, chicken or salmon entrée.

Registration Closes In:

Days

Hours

Minutes

Seconds

There's no better time to reevaluate your tax minimization and retirement income plan to help ensure you won't outlive your money. At this seminar, we'll discuss:

Roth IRA Conversions: Benefits and potential consequences of converting to a Roth IRA.
Managing Required Minimum Distributions (RMDs): Strategies to potentially reduce taxes on mandatory withdrawals.
Impact of Stealth Taxes: Costs like capital gains, inheritance, and state taxes that can affect retirement.

Why Attend?

01

Preparedness

People thinking ahead and preparing for an early retirement or looking to reach their goals and live the lifestyle they envision.

02

Preservation

Pre-retirees or retirees who have done a really good job at saving for retirement and want to do everything they can to preserve and protect their assets.

03

Confidence

Those who don’t currently have a retirement strategy in place or are looking for a second opinion to make sure they have considered all the strategies available to them.

Protect your financial future.

Stop worrying about your financial future as retirement approaches. Our events are designed to address your concerns and provide you with the latest tools and strategies you need to create a holistic plan by focusing on these core pillars of retirement income planning…

Tax-Efficient Retirement
Income

Discover ways to help reduce your tax burden and keep more of your hard-earned money.

Investment Strategies for Volatile Markets

Learn how to help protect your wealth and invest it comfortably, even in uncertain markets.

Proactive Social Security Strategies

Learn ways to help maximize your benefits and ensure you get the most out of your contributions.

Longevity & Legacy
Planning

Ways to help ensure your income lasts as long as you do and pass on a lasting legacy.

Your Presenter

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 many seniors and their families may face as Alzheimer’s progresses.

Hollie’s passion for informing and preparing people for their retirement years is the foundation of her businesses. She has used her experiences in the school of life to inform 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 one stop for a financially successful retirement.

Frequently Asked Questions

What is Taxes Declassified?

Taxes Declassified is a national entity that partners with financial professionals all across the U.S. to offer unbiased information on the constantly changing tax laws and retirement strategies. There’s a knowledge gap as retirement approaches, and we’re here to help individuals like you understand the best course of action for your ideal retirement.

Who is this event for?

Our presentation is designed for individuals age 50-70 who are nearing retirement or those who have recently retired. To get the most from our events, attendees should have retirement savings ranging from $250,000 to $5,000,000. This ensures our content and strategies are more tailored to your unique financial situation.

What’s on the menu?

Your choice of a steak, chicken or salmon entrée.

Privacy Policy: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Your Retirement Reality. All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend!

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

TX State License #887424 | Licensed Insurance Professional. Texas Retirement Solutions and Your Retirement Reality are unaffiliated companies.

All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Texas Retirement Solutions and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Texas Retirement Solutions and Sound Income Strategies LLC are not associated entities.
Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.

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. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. We recommend that you seek professional legal advice for applicability to your personal situation.

*Information is applicable to all events conducted by its collective members through Taxes Declassified from 2016-2025.

Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.

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. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. We recommend that you seek professional legal advice for applicability to your personal situation.

By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.

The presenter can provide information, but not specific advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.