Where do you believe future income tax rates are headed? How do today’s historically low rates compare to prior years—and what might that mean for your retirement income strategy?
Join Oak Harvest Financial Group for an educational discussion exploring how changes in tax policy could impact retirees and those nearing retirement.
Our team will walk through:
* How current federal income tax brackets stack up against historical averages
* Why future tax rates may be different than what many retirees expect
* Strategies designed to help you potentially reduce how much you and your family pay in taxes throughout retirement
Ed Rossi brings over 30 years of financial services experience to Oak Harvest. His primary purpose is to help clients meet all their financial goals. Ed believes in a holistic approach to financial planning and provides value to his client’s...
Helping Make Your Dream Retirement a Reality.
Our Financial Advisors and Retirement Planners do more than just manage your investments. We build custom plans designed to reduce risk, increase income and help you pay less tax.
Oak Harvest's advice combines our institutional-grade investment management experience for retail clients with detailed financial, tax, and retirement planning. It's Investments + Planning that can make us a better fit for you.