Could taxes go up in the future? Looking to learn about ways to have a tax-free retirement?
Join us for a Very Special Dinner Seminar Event:
Tax-Free* Income Strategies
Thursday: January 20th at 6:00 pm3064 N. Causeway Blvd. • Metairie, LA 70002
WATILIST ONLY
At this live event, hosted by Nick Messina, will help you gain valuable insights into how some retirees generate a tax-free income. This is no gimmick, just real time-tested retirement options that help you understand how a tax-free income may be possible in retirement.
Join us 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, 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
- What to look for in a tax-free income plan
- Getting the most of your retirement dollars
“You Earn It. We Protect It.” We believe in Keeping Your Money Safe, Simplifying Your Plan and A Reasonable Rate of Return
Our Company
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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178 Main St, Ste 103
Biloxi, MS 39530
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3224 N Turnbull Dr. Ste. 100
Metairie, LA 70002
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422 Derbigny St.
Gretna, LA70053
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5658 W. Main Street
Houma, LA 70360
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3769 Pontchartrain Dr. Suite 9-1
Slidell, LA 70458
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4322 Park Ten Dr.
Diamondhead, MS 39525
Copyright © Messina's Wealth Managment
*Proceeds from an insurance policy are generally income-tax-free, and if properly structured, may also be free from estate tax. Income-tax-free distributions are achieved by withdrawing to the cost basis (premiums paid), then using policy loans. Loans and withdrawals may generate an income tax liability, reduce available cash value, and reduce the death benefit, or cause the policy to lapse. This assumes the policy qualifies as life insurance and is not a modified endowment contract. The Host and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction. This content is not intended to serve as the basis for any investment or purchasing decisions, nor does it recommend or involve the purchase, holding, or sale of a security. All figures herein are hypothetical and for illustrative purposes only to explain general concepts. No figure is to be relied upon as being accurate nor a guarantee or projection and is meant only as a partial overview of some relevant features and benefits of general insurance products that may be in the marketplace, and whose availability will be dependent on the State of residence of the consumer, and their individual suitability for the product they are wanting to purchase. Where insurance products are mentioned, any and all guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
