Protect Your Retirement Legacy: Understanding IRA Inheritance, RMD Rules, & Trust Basics

Join us on Thursday, August 29th at 6pm CT for a comprehensive YouTube livestream with our retirement planning team on the crucial considerations and updates you'll need to know when working through your retirement estate planning checklist. We'll cover:

• The latest on the new RMD rule and how it impacts your retirement withdrawals.
• Tax strategies for inheriting an IRA, including Roth conversion options.
• Simplifying the management of multiple retirement accounts.
• Trust basics and deciding which assets should be inside or outside your estate.
• Adapting to expiring Trump tax cuts and their effect on your retirement plan.
• The role of life insurance in providing both living and death benefits.

Stick around for a live Q&A session and a chance to win in our exciting raffle! Submit your questions ahead of time here: https://click2retire.com/aug-livestream-questions

Meet our guests:

✔️ Ed Rossi CFP®, CTS™, CPWA®, AAMS®, CRPC®, NSSA®, CES™, CMFC®, Lead Advisor:

With over 30 years of experience in financial services, Ed is dedicated to helping clients achieve their financial goals at Oak Harvest through a holistic approach to financial planning. A native Houstonian, Ed earned his B.B.A. in Finance from the University of Houston in 1992 and began working as an advisor even before his graduation.

✔️ Nicole M Riney CFP®, Senior Planner:

With over 10 years of experience in government pensions and retirement planning, Nicole believes that you can never have too much knowledge on how to retire successfully. She earned her bachelor’s degree in Communications from Weber State University in Ogden, Utah.

Do you have a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at (877) 404-0177 or Click HERE: https://click2retire.com/august-livestream-contact

This content expresses the general views of Oak Harvest Financial Group and is for educational purposes only. It should not be considered an offer or solicitation to buy or sell securities, nor is it personalized investment, tax, or legal advice. Investing involves the risk of loss and past performance is never a guarantee of future returns. The strategies discussed may not be right for you, and your personal circumstances should be considered carefully before the adoption of any investment or tax strategy. Indexes such as the S&P 500 are not available for direct investment. Client portfolios are based on individual situations, objectives, and risk, and actions and ideas discussed will not apply to all client portfolios. Hypothetical scenarios do not reflect actual results and do not guarantee future results. Terms such as “Guaranteed,” “safety,” and “principal protection” refer to insurance products and are dependent on the financial strength and claims-paying ability of the issuing insurance company. Investment Advisory services provided through Oak Harvest Investment Services, LLC. Insurance services provided through Oak Harvest Insurance Services, LLC. Oak Harvest Financial Group is not affiliated with any government agency *****

Raffle Official Rules

1. No purchase necessary to win.

2. Eligibility. The drawing is open to all natural persons who are residents of the United States who are at least 18 years old at the time of entry. Employees and their respective immediate family members (spouse, parents, siblings, and children) and household members are not eligible. The drawing is subject to federal, state, and local laws and regulations.

3. Sponsor. The drawing is sponsored by Oak Harvest Financial Group, located at 920 Memorial City Way, Suite 150, Houston TX 77024.

4. Agreement to rules. Participation in the drawing constitutes full and unconditional agreement to and acceptance of these Official Rules and the decisions of the Sponsor, which are final and binding. Winning a prize is contingent upon being compliant with these Official Rules. The Sponsor reserves the right to refuse, withdraw, or disqualify an entry at any time at the Sponsor’s sole discretion. By entering this drawing, you represent and warrant that you are eligible to participate based on the eligibility requirements.

5. Entry period. Entries will be accepted July 25, 2024 between 6:00pm CT and 6:45pm CT. Entries submitted before or after the entry period will be disqualified.

6. How to enter. Sign up during the Oak Harvest YouTube Livestream by completing the official entry form. Limit one (1) entry per person.

7. Winner selection. Winner(s) will be selected on July 25, 2024 during the Livestream and will be randomly selected.

8. Privacy. Information collected from entrants will not be shared and is subject to the Oak Harvest Privacy Policy which can be found at www.oakharvestfg.com