you might be able to receive income in retirement: TAX-FREE.
There are specific requirements for this to happen.
JOIN US TO LEARN MORE.
Complimentary Event, Wednesday, February 16th at 1 or 6pm
“Tax-Free Retirement Strategies”
Join Nick Messina as we discuss tax-free income options for retirees and how to leverage them in your retirement plan. In this no-cost, no-obligation webinar, we’ll discuss:
Implications of Taxes In Retirement
- What happens to your retirement income if taxes go up?
- Current tax laws: how they impact your income
- 401 (k), IRA, and other retirement accounts
- Planning for tax implications
Tactics For a Tax-Free Income
- Financial products that may provide tax-free income
- Insurance Vs.Investments: how the rules differ
- Key factors in choosing a tax-free income strategy
- Maximizing your retirement income
Benefits of Tax-Free Retirement Strategies
- Protecting your money while it grows
- How to provide tax-free income for your beneficiaries
- Eliminating the need for probate
- How to add flexibility and tax-free liquidity to your portfolio
Why Tax-Free Income Matters
- How taxes can change your overall retirement picture
- Possible ways to enhance your income
- Ways to protect and grow your money, tax-free
- Can you retire tax-free?
This session is offered exclusively by Messina’s Wealth Management. Register now to reserve your spot or call us at (504) 655-9933 to sign up. The event will be held on Wednesday, February 16th at 1 or 6pm. You will receive an email with instruction on how to attend online. Get informed and learn your options now. Looking forward to “seeing” you there!