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Immediately see your potential retirement tax bill
Discover options to address it
Empower Your Financial Future: Discover the Keys to a Secure Retirement - Master Your Retirement Journey with Confidence, Insight, and Strategic Planning.
Download this 15-page guide that explains how to convert taxable retirement accounts into a tax-free Roth IRA.
When converting might be right for you
Strategies for paying taxes on the conversion
How to avoid the nonqualified distribution taxes and 10% penalty
Embark on a journey towards financial security with our comprehensive guide.
This holistic approach empowers you to make informed decisions, ensuring a comfortable and secure retirement journey ahead.
Strategic Insights for Optimal Benefits and Financial Security
Your Easy Guide to Understanding and Navigating the Essentials
Navigate Your Financial
Future with Strategic Expertise
Distinguish among different types of living and control trusts.
Leverage the rights of surviving spouses, divorced spouses, military veterans, and clients living abroad.
What’s changed for taxes and Social Security in 2024, and what might be on the horizon.
The impact that proposed changes to tax laws², market volatility and rising inflation may have on your retirement income³.
Why taxes may be one of your biggest retirement expenses without a proper plan in place.
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.
If you have an IRA, Roth, 401k, 403b or any other retirement accounts, you don’t want to miss the opportunity to learn about:
Steps to help protect your savings from heavy, unnecessary “retirement taxes.
How you can create tax-free retirement income and potentially lower your tax bracket in retirement.
Strategies to help you avoid “401k and IRA tax pitfalls.”
Common Social Security mistakes
Social Security strategies to help minimize taxes on your benefits.And MUCH more.
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