Your TRS Retirement Toolkit

The items in your retirement toolkit can be accessed below.

Budget Workbook

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Will Your Money Last As Long As You Do?

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Are You Paying Too Much in Taxes in Retirement?

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The Social Security Decisions Guide

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Checklist Challenge

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Will a Recession Rob Your Retirement?

Schedule Your 15-minute Strategy Call

Schedule Your 15-minute Strategy Call!

By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

Taylor Retirement Services, Inc

(717) 232-5808

http://www.taylorretirementservices.com/

Content prepared by Advisors Excel.

Investment Advisory Services offered through Taylor Securities Services, Inc. (TSSI), an SEC Registered Investment Advisor. Registration as an investment adviser does not imply a certain level of skill or training. 3113 North Front Street Harrisburg, PA 17110. Tel: 717-232-5808.

Neither the firm nor its agents or representatives may give tax or legal advice. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

This guide is provided for informational purposes only; it is not designed as advice for an individual’s personal situation. Our firm does not provide, and no statement contained in the guide shall constitute, tax or legal advice. All individuals are encouraged to seek the guidance of a qualified professional regarding their personal situation.

11/25-4993159