Retiring in a recession is difficult, with one of the main questions being “how do I keep my retirement income safe?!”. In this Livestream, Troy Sharpe, Chris Perras, and the newest addition to our team, Charles Scavone, Director of Investments, will discuss how dividends can help protect your retirement income during market downturns and the looming recession!
- Learn how to pay 0% taxes on your dividends and capital gains. - Difference between a dividend stock and a dividend growth stock - Critical discussion about dividend yield- Is a 3% dividend better than 8%? - Relationship between Dividend taxes, SS taxes, and Roth conversions
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/dividendinvesting
2023 Retirement Dates to Remember: Download this guide to important retirement-focused dates for Medicare enrollment, Tax Planning deadlines, RMDs, and more. These considerations may help minimize taxes and maximize income — for you or your parents. 2023 Retirement Dates: https://click2retire.com/2023RetirementDates
A 2023 budget bill signed by President Biden makes major changes to retirement savings plans. Our Secure Act 2.0 Guide shows you the new changes and how they may impact your retirement savings and personal finances. Secure Act 2.0: https://click2retire.com/SecureAct
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
