
Something Important Is Happening & You're Invited!
Join us for a Very Special Event:
"Preparing for the 2026 Tax Increase"
Are you following the news? The Secure Act 2.0 as well as potential new taxes are on the horizon. Join us at La Cantera Resort & Spa, with guest speaker Attorney Greg Yost, as we discuss this and other timely issues that could impact your retirement.
Bring a friend and join Tyler and Dana Dunkleberger of Reliance Retirement, for this live event. Plus, we have a special guest speaker: Greg Yost, Will and Trust Professional, will be there to answer any questions you may have about this important topic.
The past 2 years have been tumultuous
- 1 in 5 of all businesses closed, including 110,000 eating and drinking establishments
- 20.6 million people lost their jobs only to have the unemployment rate recover but with the opposite effect: now there are not enough workers
- Inflation is at its highest point in 31 years
- Many believe “the other 99.5%” are looking at tax increases
- Capital gains taxes are on the table to be increased
The Good News: YOU HAVE SAFE MONEY OPTIONS
Join us and learn about
How to keep some of your money in a 0% tax bracket, regardless of how high taxes go up in the future
How to reinvest your RMDs and never pay taxes on that money again
How to pass more money to your family without income tax
How to grow your money in years that the market goes up, without income tax