You are invited to join us for

A Special Virtual Event: Tax Strategies for Protecting Retirement Income

Wednesday, May 25th
1:00PM or 6:00PM

Join us at this new webinar as we discuss:

The Tax Impact

  • Protecting your money in uncertain times
  • Payouts to beneficiaries without tax liability
  • No probate – how this impacts legacy planning
  • Flexible retirement strategies

This informative online webinar presented by Messina’s Wealth Management will show you various methods for protecting your income in retirement. In addition, we’ll review ways to create tax-free* or tax-deferred retirement income.

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In these challenging times, the Federal government has spent trillions of dollars more than in previous years. If taxes go up, do you have a plan? Join us for this informational online event.

We will also discuss:

Retirement
Benefits:Tax-Free*

  • Protecting your money in uncertain times
  • Payouts to beneficiaries without tax liability
  • No probate – how this impacts legacy planning
  • Flexible retirement strategies

Learn:

Strategies for Non-Taxable Retirement Income 

  • Potential insurance options for tax-free income 
  • Tax rules for various retirement savings methods
  • Using Long Term Care in your strategy
  • Legacy protection

And Discover:

Is Tax-Free* Retirement Possible?

  • Could higher tax impact your retirement? 
  • Possible methods for maximizing your retirement income
  • Potential tax-free options for your money
  • The long term impact of low or no taxes on your retirement income

“You Earn It. We Protect It.”  We believe in Keeping Your Money Safe, Simplifying Your Plan and A Reasonable Rate of Return

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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

  • 178 Main St, Ste 103
    Biloxi, MS 39530
  • 3224 N Turnbull Dr. Ste. 100
    Metairie, LA 70002
  • 422 Derbigny St.
    Gretna, LA70053
  • 5658 W. Main Street
    Houma, LA 70360
  • 3769 Pontchartrain Dr. Suite 9-1
    Slidell, LA 70458
  • 4322 Park Ten Dr.
    Diamondhead, MS 39525
Copyright © Messina's Wealth Managment
*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.
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