- MASTERMIND CLASS -
Presented by Angelica Roxas
Founder & President of Strategic Asset Preservation, Inc.
Discover Whether a Roth Conversion Fits
Into Your Retirement Plan
PAY UP TO ZERO
IN TAXES ON $100,000 OF RETIREMENT INCOME!
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See Why Retirement Decisions
Work Together
With Strategic Asset Preservation,
Decision Making Gets Easy
IN THIS MASTERMIND CLASS,, YOU'LL LEARN:
Whether a Roth Conversion makes sense for your specific retirement situation, or if it could cost you more
How one withdrawal decision can affect your taxes, Medicare premiums, Social Security, and future retirement income.
The Retirement Outcome Framework™ and how it coordinates taxes, Medicare, Social Security, Roth strategies, and withdrawal planning into one plan.
How to determine whether paying taxes today could leave more after-tax wealth for you and your heirs.
PRESENTED BY
Angelica Roxas, CTA
Certified Tax Advisor
FOCUS
IRMAA, Medicare costs, Roth conversion timing
Distribution income planning,
not generic retirement advice
Most advisors focus on building assets. Angelica focuses on what happens when you start taking income and how those decisions affect taxes and Medicare.
Why this matters
Your income strategy in retirement decides what you keep, what you lose to taxes, and what you pay for Medicare.
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