Social Security, Dividends, Annuities & Taxes: Crafting an Income Plan that Can Save You Money

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 Download our Retirement Success Plan guide here: https://click2retire.com/March-Raffle 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/Crafting-An-... 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. The agents and Oak Harvest Insurance Services, LLC earn combined commissions up to 8% for selling insurance products, in addition to other compensation. Annuity contracts may be subject to caps and charges, including yield or rate caps, interest caps, participation rates, interest rate spreads, and surrender charges. Annuities have limitations and are not appropriate for all circumstances or individuals. 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 March 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 March 25, 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