* This is a past event
Tax-Smart Withdrawals: Which Account Do You Tap First in Retirement?
Which retirement account should you draw from first: taxable, tax-deferred, or Roth? Making the wrong move could mean paying thousands more in unnecessary taxes over your lifetime.
Join the Oak Harvest Financial Group team for a live workshop on tax-smart withdrawal strategies. We’ll show you how to structure your retirement income to minimize taxes, protect your portfolio, and make your money last.
👉 In this livestream, you’ll learn:
✅ The order of withdrawals that can lower lifetime taxes
✅ How to coordinate withdrawals across IRAs, Roths, and brokerage accounts
✅ The impact of Required Minimum Distributions (RMDs) and Social Security timing
✅ How to avoid stealth taxes like IRMAA and the Net Investment Income Tax (NIIT)
✅ Real-world examples of tax-efficient retirement income plans
Bring your questions, and learn how to build a smarter income strategy that keeps more money in your pocket. We'll also be raffling off two $100 gift cards throughout the livestream.
Hypothetical outcomes do not reflect actual results and are not guarantees of future results. Any index references herein are unmanaged and cannot be directly invested into. Past performance is no indication of future results. All investing involves risk, including the potential loss of principal, and there can be no guarantee that any investing or tax savings strategy will be successful. Advisory services are provided through Oak Harvest Investment Services, LLC, a registered investment adviser. Insurance services are provided through Oak Harvest Insurance Services, LLC, a licensed insurance 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 October 28, 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 October 28, 2025 during the Livestream and will be randomly selected for a chance to win a $100 restaurant gift card.
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