Myth or Fact: Which Retirement "Rules" Could Be Costing You Thousands?

Retirement is full of so-called “rules of thumb”...from the 4% withdrawal rule to the idea that Roth conversions always save you money, or that Social Security benefits are never taxed. But are these common beliefs really true, or could following them put your retirement at risk? Join the Oak Harvest team for a fun and interactive “Myth or Fact” livestream where we’ll bust some of the most popular retirement assumptions, answer your questions live, and give you clarity on what strategies may actually work for your situation. Expect to leave with a sharper understanding of how to approach taxes, income, and planning so you can retire with more confidence.   We'll also be raffling off two $100 gift cards throughout the livestream.   Enter tonight’s raffle by signing up to receive our Retirement Toolkit for retirees by email: https://click2retire.com/toolkit   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/retirement-r...   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 September 23, 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 September 23, 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