Hershey, PA | TAX Dinner | April 2023 | ARE-14079

Complimentary Dinner at What If... of Hershey in Hershey, PA

Optimizing Your Tax Strategy & Surviving Market Volatility

Keep More of Your Hard-Earned Money in Retirement

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Entrée Choices: Your choice of Hand-Breaded Chicken Parmesan, Three-Cheese Ravioli or Shaved Parmesan Beef Tenderloin Madeira Mushrooms.

Event Details

What If… of Hershey
845 E Chocolate Ave
Hershey, PA 17033

Dinner Options:

– What If… of Hershey on April 18 at 6:00 p.m.
– What If… of Hershey on April 19 at 6:00 p.m.

Seating is limited. A complimentary meal will be served. Nothing will be sold and there is no charge to attend!

Preparing for retirement has never seemed so challenging. Join us for a complimentary meal and enlightening presentation at What If… of Hershey. 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:

What’s changing for taxes and Social Security in 2023².
Why today’s current economic environment may be one of the most challenging to retire and what to do about it.
Strategies to help protect your assets from rising taxes and inflation now regardless of the next tax policy.
Planning for longevity, inflation and future tax increases to help ensure you won’t OUTLIVE your money in retirement.
Strategies to help plan for the next market downturn and protect your assets from market volatility.
Powerful tax strategies that can potentially generate tax-free retirement income.
When to claim Social Security in order to minimize tax consequences and maximize your benefits
How to plan for RMDs and strategically time your withdrawals so you don’t get hit with a big tax burden. Hint: The recent SECURE Act has made significant changes that impact RMDs.
How to create a customized retirement income & tax minimization strategy tailored to your unique needs & situation.
Understanding other common risks and mistakes that may derail your retirement plans and how you may be able to avoid them.
And much more!

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 laws³ and how they may impact your retirement income¹.
How 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 workshops are extremely popular and seating is limited. Reserve your seat today to guarantee attendance!

Meet Your Host

June Horne, CEO | Transition Advisor Group, LLC.

As the Founder, President and CEO of Transition Advisor Group, a family of companies including Transition Planning Associates, an insurance brokerage firm and Transition Wealth Management, a fee-based investment advisory firm.

June has insurance licenses in Maryland, North Carolina, South Carolina, Pennsylvania, and Virginia. She and her team have a strong desire to help families establish a plan for their life goals and takes time to truly listen to her clients and understand their individual circumstances.

June and her team work with her clients to build, manage and protect their assets through their life’s transitions. Her services include retirement, Social Security, final expenses, along with tax and income strategies to help create prosperity through effective planning.

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

⁴ https://www.weforum.org/agenda/2019/06/retirees-will-outlive-their-savings-by-a-decade/

Transition Advisor Group (TAG-PA) is a family of companies to include Transition Planning Associates – an insurance brokerage; Transition Wealth Management – a fee-based registered investment advisor. All of our companies provide financial expertise to individuals and businesses in Central Pennsylvania, plus licensed in Maryland, North Carolina, South Carolina and Virginia.. Transition Advisor Group will help you potentially protect your assets, increase your income, reduce your taxes, provide growth with safety and income you cannot outlive. We, at Transition Advisor Group, partner with you to put all the proper financial planning steps in place for a successful retirement.

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.

By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not 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.