Social Security & Taxes in 2025: New Rules, New Strategies to Keep More of Your Money in Retirement

Join Troy Sharpe CFP®, CPWA®, CTS® and Ed Rossi CFP®, CTS™, CPWA®, NSSA® for a must-watch livestream on Tuesday, February 25, 2025, at 6 PM CT, where we break down the latest tax law changes, Social Security updates, and key retirement strategies for the year ahead. With a new administration and evolving rules, it's more important than ever to have eyes on and adjust your financial plan to protect your savings and minimize unnecessary taxes.

In this livestream, we’ll cover:

✅ Critical tax planning moves for 2025 – beyond just Roth conversions

✅ New Social Security rules and how they impact your retirement income

✅ How to minimize long-term capital gains and avoid common tax pitfalls

✅ Tax-efficient withdrawal strategies to keep more of your hard-earned money

✅ How financial advisors are adjusting strategies in this changing environment for their clients

This session will give you actionable insights to help you navigate the shifting landscape with confidence. We'll also be answering questions throughout the livestream and holding a Q&A at the end, so don’t miss this opportunity to stay ahead—tune in live on February 25!

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. You will be excluded from the drawing if winning will result in you violating the Oak Harvest gift policy. 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 February 25, 2025 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 February 25, 2025 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