Complimentary Webinar:

“Protecting Retirement Income from Potential Income Tax Increases”

Wednesday, May 15th

at 1:00pm or 6:00pm

According to an IRS financial report released on December 15th, A new IRS office will oversee the agency’s implementation of a new tax law.

How might these changes to the agency and to tax rules affect you?
Join Us
messina mayiul lp2

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?
messina mayiul lp4

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
messina mayiul lp3

Benefits of Tax-Deferred (or Potentially 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 potentially tax-free liquidity to your portfolio
messina mayiul lp5

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 beforehand.

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. This event will be held on Wednesday, May 15th 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**

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

*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.

Scroll to Top

LET'S GET SOCIAL

CONNECT WITH US