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With each tax year, things change...
And tax laws change frequently.
Sometimes your personal finances or financial situation changes. Do you believe that income taxes could go up in the future? If so, in what ways can you keep your retirement income protected? Come join us to learn about some tax-deferred retirement income options that may be available to you.
Complimentary Webinar: “Protecting Retirement Income from Potential Income Tax Increases”
Join us on March 20th
at 1:00pm or 6:00pm
What You’ll Learn
Implications of Taxes In Retirement
- What happens to your retirement income if taxes go up?
- Current tax laws: how they may impact your income
- 401 (k), IRA, and other retirement accounts
- Do you have plans for taxes in retirement?
Tactics For a Tax-Deferred (Potentially Tax-Free) Income
- Financial products that may provide tax-free income in certain instances
- Insurance Vs. Investments: how the rules differ
- Key factors in choosing a tax-deferred income strategy
- Maximizing your retirement income
Benefits of Tax-Deferred (or Potentially Tax-Free) Retirement Strategies
- Protecting your money while it grows
- How to provide potentially tax-free income for your beneficiaries
- Eliminating the need for probate
- How to add flexibility and potentially tax-free liquidity to your portfolio
Why Tax-Free and Tax-Deferred Income Options Matter
- How taxes can change your overall retirement picture
- Possible ways to enhance your income
- Ways to protect and grow your money, tax-deferred
- Can you retire tax-free?
There is no cost to attend this complimentary educational event, but you must register.
Join Us Live
This session is offered exclusively by Messina Wealth Management
Register now to reserve your spot or call us at (504) 655-9933 to sign up. This event will be held on Wednesday, March 20th at 1:00pm or 6:00pm. All registrants will receive an email with instructions on how to attend live.
Get informed and learn your options now.
“You Earn It. We Protect It.” We believe in Keeping Your Principal Protected*, Simplifying Your Strategy, 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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830 3rd St.
Gretna, LA 70053
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5658 W. Main St.
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 Management
*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.
IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the website create an agent-client relationship.
By contacting 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 you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.
