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 Webinar, June 15th at 1 or 5pm:
“Strategies for Tax-Free Retirement”

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 June 15th at 1 or 5pm. All registrants will receive an email with instructions on how to attend live.
Get informed and learn your options now. Looking forward to “seeing” you there!

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