Complimentary Event at The Conference Center at Central Penn College in Summerdale, PA

Optimizing Your Tax Strategy & Surviving Market Volatility

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, 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

The Conference Center at Central Penn College
600 Valley Rd, Summerdale, PA 17093

Date & Time

– Tuesday, February 6 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.

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

Days
Hours
Minutes
Seconds
Save Your Seat

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!

Sign Up Now!

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.

Sign Up Now!

© 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

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, annuity, or securities product. Licensed Insurance Professional. Attend and learn how financial products, including annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. We are not affiliated with any government agency.