La Cantera Resort & Spa, June 14 at 11am & 6pm

Are we looking at a tax Increase?

Most agree that we are. So what does this mean for your retirement strategies?

Looking to learn about ways to have a tax-free retirement? Join us for this Complimentary Event: “Tax-Free Retirement Income Strategies”

JUNE 14TH at 11AM and 6PM in San Antonio

Event Full – WAITLIST ONLY

This seminar, delivered by Dana and Tyler Dunkelberger of Reliance Financial Partners, will help you gain valuable insights into how some retirees generate a tax-free income. This is no gimmick, just real time-tested retirement options that help you understand how a tax-free income may be possible in retirement. 

Join us as we discuss:

How Taxes Affect Retirement

  • What higher taxes could do to your nest egg
  • Tax codes of today: what they mean to you
  • IRAs, 401(k)’s, 403(b)’s and taxes
  • Proper retirement and tax planning

Strategies for Tax-Free Income

  • How insurance may help with tax-free income planning
  • Why tax rules differ for various retirement options
  • What to look for in a tax-free income plan
  • Getting the most of your retirement dollars

Tax-Free Retirement Benefits

  • Protection of your money
  • Beneficiaries and tax-free payments
  • Avoiding probate
  • Flexible retirement options

Why Tax-Free Income In Retirement

  • The impact of taxes on your overall retirement
  • Potential ways to expand your income
  • Protecting and growing money, tax-free
  • Could tax-free retirement work for you?

Our last 2 Tax Strategy Events reached max capacity in less than a week, so don’t delay in registering. We WILL fill up again!

Headquarters

​6827 Camp Bullis Road, Suite 402
San Antonio, TX 78256

​*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.

By contacting Dana Dunkelberger, TX License #1490984, Tyler Dunkelberger, TX License #1977049/Reliance Financial Partners, TX License #2265020 you may be offered information regarding the purchase of insurance products, including fixed index annuities and life. NO products will be sold at the event and there is no obligation to make a follow-up appointment. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Reliance Financial Partners and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Fusion Capital Management, an SEC Registered Investment Advisor in the State of Texas. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Texas or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

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