Angelica Roxas is an astute professional that has worked as an Investment Advisor Representative. She is also certified in Social Security Claiming Strategies and specializes in coordinating social security and retirement income benefits for Baby Boomers. Angelica is the Founder and President of Strategic Asset Preservation, Inc., South Bay Tax Solutions and a Cancer Foundation, Halo of Hope.
Download this 15-page guide that explains how to convert taxable retirement accounts into a tax-free Roth IRA.
Strategies for paying taxes on the conversion
How to avoid the nonqualified distribution taxes and 10% penalty
Download this 4-page guide and learn how to get everything you are entitled to.
Simple strategies for supersizing your lifetime benefits
Understand the Social Security tax torpedo and how to avoid it
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