With over 25 years of experience in the financial industry, Mark and his team of independent advisors at Troyer Retirement help clients retire with added confidence. That path lies in the face of conventional planning norms. Mark often says, “Retirement changes everything.” As such, in Mark’s opinion, the traditional advice you learned with 40 years of savings, works against you in retirement. The result: potentially devastating effects to many hardworking American retirees. Troyer Retirement seeks to solve these dilemmas using strategic plans that incorporate preservation, growth, legacy planning, along with tax and fee reduction.
Mark has been engaged as a national speaker, radio host, published in Forbes, a member of the Forbes Council on Finance and an author.
When Mark isn’t working, you can find him and his loved ones hiking the American West, enjoying the pit-stops of their journeys, eating delicious meals, and reading books in funny accents.
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This event is for informational purposes only and is not meant as investment advice or a recommendation to engage in any investment or financial strategy. Investment and financial decisions should always be made based on your specific financial needs, objectives, goals, time horizon and risk tolerance. Please consult with a professional regarding your personal situation. Insurance products are offered through the insurance business Troyer Retirement. Troyer Retirement is also an Investment Advisory practice that offers products and services through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. IPW does not offer insurance products. The insurance products offered by Troyer Retirement are not subject to Investment Advisor requirements. Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing insurance carrier. Please remember that converting an employer plan account to a Roth IRA is a taxable event. Increased taxable income from the Roth IRA conversion may have several consequences. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Troyer Retirement is not affiliated with or endorsed by the U.S. Government or any governmental agency. 4873933-10/25