Tax-advantaged accounts, or qualified accounts, allow your portfolio to grow without the impact of taxes. This is a major benefit when it comes to saving for your goals. There are multiple retirement account options to choose from, and tax rules vary for each of them. Where you end up focusing your contributions may change over time depending on your life stage and tax situation. Contact us. We’d be happy to discuss with you options, how they relate to where you are in your planning today, and what your goals are for the future.
We’re open for business despite this virus because no one should have financial concerns on top of health concerns. You can’t quarantine your retirement. We are here to help.
“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
LA Ins Lic# 222159
MS Lic #7176300
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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.