* This is a past event
Social Security, Dividends, Annuities & Taxes: Crafting an Income Plan that Can Save You Money for Retirement
YouTube
Join us live on Tuesday, March 25, at 6 PM CT for an in-depth discussion on crafting a smarter retirement income plan. We’ll cover some of the major potential strategies to consider that will help diversify your retirement income, minimize taxes, and potentially make your money last longer. We want this to be an interactive time, so come with all your questions about:
- Social Security – When to claim and how to maximize benefits
- Dividends & Annuities – How they can provide steady income
- Tax-Efficient Withdrawals – Strategies to keep more of your money
Troy Sharpe, CFP®, CPWA®, CTS®, will be joined in this discussion by a few members of our Financial Advisor and Investment Teams:
Janice Whitten, CFP®, CDFA®, Senior Financial Advisor
Nicole Riney, CFP®, Senior Planner
Charles Scavone, CFA®, Director of Investments
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 *****