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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.

Register NOW If You Want To 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

About Your Host 👉👉Angelica Roxas

An astute professional who has 20+ years experience as an Investment Advisor

Representative Registered with California Tax Education Council (CTEC)

Certified Social Security Claims Strategist

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.