Do you know the size of your potential tax bill?

Find out in 3 easy steps:

  • Enter your information into the calculator

  • Immediately see your potential retirement tax bill

  • Discover options to address it

Master Your Retirement

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

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Secure Your Financial Future

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.


Maximizing your

Social Security

Strategic Insights for Optimal Benefits and Financial Security



Made Easy

Your Easy Guide to Understanding and Navigating the Essentials




Navigate Your Financial

Future with Strategic Expertise

Lead a comfortable life while we take care of your finances.

Assess risk with confidence.

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ol trusts.

Manage complex scenarios

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Strategies for Maximizing Your Income and Lowering Your Taxes in Retirement

  • 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.

Because it’s time to seek financial advice from experts.

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:


Immediate Action

Steps to help protect your savings from heavy, unnecessary “retirement taxes.


tax-free retirement

How you can create tax-free retirement income and potentially lower your tax bracket in retirement.


Avoiding pitfalls

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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