How Tax Planning Changes Through Four Stages of Retirement

Retirees often don’t understand how taxes work in retirement. But they’re keenly concerned about the size of their tax bill each year. Learn what’s involved in creating a retirement tax strategy.

Location: Katy Geissert Civic Center Library

3301 Torrance Blvd.

Torrance, CA 90503

Join Us on

Thursday, JULY 14, 2022

@ 6:30pm PDT


Refreshment Will Be Served

You need a retirement tax strategy that will:

  • Identify the types of taxes you will face at various stages

  • Address how taxes impact Social Security and Medicare

  • Plan when to tap different accounts so you don’t overpay taxes

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for your living expenses. You want

to apply the tax code in an organized and efficient way.

From The Desk Of Angelica Roxas

Dear Friend,

The decisions you make today can have a tremendous bearing on the total amount of benefits you stand to receive over your lifetime.

Don’t miss this valuable workshop designed especially for baby boomers.

Call today or register here to reserve a spot for you and your friends.

Attend this complimentary workshop and you will learn:

  • The critical tax question you must answer BEFORE retirement
  • The surprises that often make retirement more expensive
  • What the Social Security “tax trap” is and how you can avoid it
  • Why tapping assets in the wrong order can trigger higher Medicare premiums
  • Why you need to manage taxes even before you retire
  • The four stages of retirement and important tax actions in each stage, including tricky IRA challenges
  • Mistakes to avoid when it comes to your investment portfolio, health care, and estate

This FREE Training is Only Available for a Limited Time,

Don't Miss Out!

About Your Host Angelica Roxas

  • An astute professional who has 21+ years experience as an Investment Advisor Representative
  • Registered with California Tax Education Council (CTEC)
  • Certified in Social Security Claiming Strategies
  • Founder and President of Strategic Asset Preservation, Inc.
  • Recognized and published by Forbes for her Social Security expertise
  • Holds the industry’s most prestigious Social Security designation through being a loyal member of the NSSA – (National Social Security Advisor).
  • She has been recognized in the Wall Street Journal for her leadership role.

This FREE Training is Only Available for a Limited Time,

Don't Miss Out!

Start Securing Your Retirement Future!

Investment advisory services are offered through Optivise Advisory Services, LLC a SEC Recognized Investment Advisor.

Optivise and Strategic Asset Preservation, Inc are independent of one another.