Complimentary Seminar: "Tax-Free Income Strategies"

Is a Tax-Free Retirement possible? Find out this (and more) at our educational seminar.

Tuesday, November 1st at 6:00pm

Meet Us At
Pinewood Plantation

405 Country Club Drive
Slidell, LA 70458
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. 

“You Earn It. We Protect It.”  We believe in Keeping Your Money Safe, Simplifying Your Plan 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

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