Amarillo Taxes & Retirement October 2024 ARE-16975

Complimentary Lunch at X- Steakhouse in Amarillo, TX

Tax Planning for Retirement: Tips for Optimizing Your Tax Strategy

Gain Control of Your Taxes & Keep More of Your Hard-Earned Money in Retirement

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Your choice of entree between: Steak, Chicken, or Salmon.

Event Details

X- Steakhouse
9181 Town Square Blvd
Amarillo, TX 79119

Lunch Options:

– Tuesday, October 1 at 11:30 a.m.

– Thursday, October 3 at 11:30 a.m.

Seating is limited. A complimentary meal will be served. There is no charge to attend!

Event Details

X- Steakhouse
9181 Town Square Blvd
Amarillo, TX 79119

Lunch Options:

– Tuesday, October 1 at 11:30 a.m.

– Thursday, October 3 at 11:30 a.m.

MENU
Your choice of entree between: Steak, Chicken, or Salmon.

Seating is limited. A complimentary meal will be served. There is no charge to attend!

Preparing for retirement has never seemed so challenging. Join us for a complimentary meal and enlightening presentation at X- Steakhouse. We will discuss the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.

Here’s what we’ll cover:

The impact of proposed changes to tax laws, market volatility and rising inflation may have on your retirement income.
What’s changing for taxes and Social Security in 2024¹.
Why taxes can be one of your biggest retirement expenses without a proper plan in place.
Immediate, actionable steps to protect your savings from heavy, unnecessary “retirement taxes.”
How you can create tax-free retirement income and potentially lower your tax bracket in retirement.
Ways you may be able to lock-in historically low tax rates now, before proposed tax changes go into effect.
Planning for longevity, inflation and future tax increases to help ensure you won’t OUTLIVE your money in retirement.
Social Security strategies to help minimize taxes on your benefits.
Tax strategies to help preserve more of your assets to create a lasting legacy for your loved ones.
Understanding other potential tax risks that may derail your retirement and you may be able to avoid them.

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.

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 laws² and how they may impact your retirement income³.
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 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.

¹ https://www.ssa.gov/cola/

² https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html

³ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts

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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.

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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. 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.