Avoiding the 2026 tax increase

Are you following the news? The Secure Act 2.0 as well as potential new taxes are on the horizon.

Wednesday, Oct. 13th at 1 or 6pm

Looking to learn about ways to have a tax-free retirement, leave a legacy or how long term care may affect your strategy?  Join us for this informative online webinar PLUS we have a guest speaker!

Avoiding the 2026 Tax Increase

Complimentary Webinar:
“Avoiding the 2026 Tax Increase”

Join us on this NEW WEBINAR as we discuss:

How Taxes Affect Retirement

  • What higher taxes could do to your nest egg
  • Tax codes of today: what they mean to you
  • IRAs, RMDs, 401(k)’s, 403(b)’s and taxes
  • Proper retirement and tax planning

Strategies for Tax-Free Income

  • How insurance may help with tax-free income planning
  • Why tax rules differ for various retirement options
  • Policies that may provide Long Term Care
  • Protecting your legacy

Tax-Free Retirement Benefits

  • Protection of your money
  • Beneficiaries and tax-free payments
  • Avoiding probate
  • Flexible retirement options

Why Tax-Free Income In Retirement

  • The impact of taxes on your overall retirement
  • Potential ways to expand your income
  • Protecting and growing money, tax-free
  • Could tax-free retirement work for you?

“You Earn It. We Protect It.”  We believe in Keeping Your Money Safe, Simplifying Your Strategy and A Reasonable Rate of Return

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Messina’s Wealth Management, LLC MS Lic #1503388

Messina’s Wealth Management, LLC
LA Lic #717402

Dominick Messina
LA Ins Lic# 222159 

Dominick Messina
MS Lic #7176300

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