Is a Tax-Free Retirement possible? Find out this (and more) at our exclusive dinner event.
Tuesday, September 13th at 6:00PM
Meet Us At
6001 Stars and Stripes Blvd.
New Orleans, LA 70126
Please arrive by 5:45PM
Join Messina's Wealth Management as we discuss tax-free and tax-deferred income options for retirees and how to leverage them in your retirement plan.
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?
Bring your questions and enjoy! Hope to see you there.
On The Menu
Starter: Caesar Salad
Entree: Your choice of:
Center cut Filet OR Eggplant Parmesan
Sides: Crawfish Risotto Cake and Rosemary Greenbeans
Dessert: Grand Marnier Creme Brulee
“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 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.
