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.

JANUARY 12TH 
Lunch at 11pm or Dinner at 6PM
16641 La Cantera Pkwy. • San Antonio, TX 78256

 

We are VERY close to capacity – please call the office at (210) 255-3040 to secure your spot. 

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

     

Reach Out To Our Team
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Headquarters

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

*Proceeds from an insurance policy are generally income-tax-free, and if properly structured, may also be free from estate tax. Income-tax-free distributions are achieved by withdrawing to the cost basis (premiums paid), then using policy loans. Loans and withdrawals may generate an income tax liability, reduce available cash value, and reduce the death benefit, or cause the policy to lapse. This assumes the policy qualifies as life insurance and is not a modified endowment contract. The Host and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction. This content is not intended to serve as the basis for any investment or purchasing decisions, nor does it recommend or involve the purchase, holding, or sale of a security.  All figures herein are hypothetical and for illustrative purposes only to explain general concepts.  No figure is to be relied upon as being accurate nor a guarantee or projection and is meant only as a partial overview of some relevant features and benefits of general insurance products that may be in the marketplace, and whose availability will be dependent on the State of residence of the consumer, and their individual suitability for the product they are wanting to purchase. Where insurance products are mentioned, any and all guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

 

By contacting Dana Dunkelberger, TX License #1490984, Tyler Dunkelberger, TX License #1977049/Reliance Retirement Services, 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 Retirement Services 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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