Top Rank Advisors

𝗬𝗼𝘂 𝗖𝗮𝗻’𝘁 𝗔𝗳𝗳𝗼𝗿𝗱 𝘁𝗼 𝗠𝗶𝘀𝘀 𝗧𝗵𝗶𝘀 𝗔𝗿𝘁𝗶𝗰𝗹𝗲
- 𝗔𝗻𝗱 𝗡𝗲𝗶𝘁𝗵𝗲𝗿 𝗖𝗮𝗻 𝗬𝗼𝘂𝗿 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁!

Wondering about estate planning and how it may affect your retirement? You’re not alone.

Check out the latest article I helped write for business and personal finance news leader Kiplinger, “𝗧𝗵𝗶𝘀 𝗶𝘀 𝗪𝗵𝗮𝘁 𝗖𝗮𝗻 𝗛𝗮𝗽𝗽𝗲𝗻 𝗪𝗵𝗲𝗻 𝗬𝗼𝘂𝗿 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗣𝗹𝗮𝗻 𝗮𝗻𝗱 𝗘𝘀𝘁𝗮𝘁𝗲 𝗣𝗹𝗮𝗻 𝗔𝗿𝗲𝗻’𝘁 𝗶𝗻 𝗦𝘆𝗻𝗰,” then call Top Rank Advisors if you have additional questions. We’re confident you’ll be glad you did!

Read the Article:

This Is What Can Happen When Your Financial Plan and Estate Plan Aren't in Sync Your financial plan and estate plan should work in concert. Problems can emerge when you treat the two as unrelated entities.

🎉 Congratulations to Ryan Polimeni on the release of his new book, What’s Your Retirement Strategy! 🎉

We’re incredibly proud of this huge milestone. Want to grab your own copy? Stay tuned details on how to get yours are coming soon! 📚✨

Know Your Options, Time It Right, and Secure a Stronger Retirement
Note: This is an educational workshop; no products will be offered or sold

Reserve Your Seat Today – Space is Limited
https://registerandlearn.com/20260407walkerraymond/

What You'll Learn
When to claim Social Security to potentially maximize your monthly income

How your benefits may be taxed — and ways to minimize the impact

How working in retirement or claiming early could affect your benefits

What to know about spousal, survivor, and divorcee benefits

How Social Security fits into your overall retirement and tax strategy

Common mistakes retirees make when claiming — and how to avoid them

Thank you to everyone who joined us for our February Empower Conference!

We’re grateful for the energy, engagement, and support from everyone who attended. It was an incredible day filled with learning, and training.

Here are photos of all our amazing presenters from the event. Appreciate you all for being part of this empowering experience!

The Clock is Ticking for Key Retirement Tax benefits.

Ryan Polimeni was featured in Kiplinger, breaking down the extra $6,000 deduction for those 65+ and the smart timing for Roth conversions.

Read it here!
https://www.kiplinger.com/taxes/tax-planning/take-advantage-of-retirement-tax-benefits-while-they-last

Thank you to everyone who came to our October Impact Summit 🗻

We love every opportunity to bring our advisor community together, and this event is always a highlight. We’re truly grateful to work with such an incredible community of advisors who support and inspire one another.

In honor of Labor Day, we will be closed on Monday, September 1st.
Our regular hours will resume on Tuesday.

Wishing you a safe, happy, and enjoyable holiday! 🎉

— The Top Rank Advisors Team ✨