Join Us for a Workshop.

Search:

Thursday 5 Dec 2019

5:30 pm - 7:00 pm Maximize Your Social Security Benefits & Taxes In Retirement Workshop

Location:
Hermosa Beach Community Center 710 Pier Ave Hermosa Beach, Ca 90254

ATTEND THIS FREE EVENT!

Come and learn the potential impact taxes have on your retirement income. A new tax plan could mean new tax strategies for pre-retirees and retirees.
Avoid the Social Security Claiming Mistakes that could cost you thousands.

How married couples can coordinate benefits to help enhance spousal and survivor benefits.

How to claim a spousal benefit while earning delayed retirement credits on your own benefit

How, in the post Bi-Partisan Budget Act Era, “File and Suspend”, “Do Over”, “Start, Stop, Restart” strategies work.

2019 Social Security Changes & Filing Strategies Each year, the Social Security Administration announces important changes that can have a big impact on retirement income. Learn the latest updates and what you can do now to be prepared.

Discover how the Tax Cuts and Jobs Act may affect your personal income tax and retirement income streams

Learn how Social Security will be taxed and how you can reduce or potentially eliminate unnecessary taxes

Learn tax reduction strategies to minimize taxes on Social Security and Required Minimum Distribution. Learn how to create Tax Favored Income in Retirement

SPOUSES ARE URGED TO ATTEND

Not affiliated with the Social Security Administration or any government agency

Monday 9 Dec 2019

6:00 pm - 7:30 pm Strategies For A Successful Retirement

LIVE PRESENTATION

"STRATEGIES FOR A SUCCESSFUL RETIREMENT"

At this live presentation, discover the 5 essential steps pre-retirees and retirees need to take to defend against threats to a secure and well-funded retirement.

PRESENTED BY NOTED FINANCIAL EDUCATOR ANGELICA ROXAS

Redondo Beach Public Library
303 N. Pacific Coast Hwy
Redondo Beach, Ca 90277

Could you ever dream of a zero-tax retirement? Three of the secrets revealed at this seminar can move you closer to paying zero-tax in retirement and never worrying again about looming tax increases

Eliminate Taxes due to Required Minimum Distributions after age 70 1/2

Avoid high fees and market meltdown-take control of your IRA/401k/403b/TSP
retirement account now

How to use your IRA to pay for Nursing Home Expenses

Guard your Retirement Savings from the Next Big Market Correction

Limited Seats Available

Thursday 12 Dec 2019

5:30 pm - 7:00 pm Maximize Your Social Security Benefits & Taxes in Retirement

LOCATION:
Hermosa Beach Community Center 710 Pier Ave Hermosa Beach, Ca 90254

ATTEND THIS FREE EVENT

Come and learn the potential impact taxes have on your retirement income. A new tax plan could mean new tax strategies for pre-retirees and retirees. Avoid the Social Security Claiming Mistakes that could cost you thousands.



How married couples can coordinate benefits to help enhance spousal and survivor benefits.

How to claim a spousal benefit while earning delayed retirement credits on your own benefit

How, in the post Bi-Partisan Budget Act Era, “File and Suspend”, “Do Over”, “Start, Stop, Restart” strategies work.

2019 Social Security Changes & Filing Strategies Each year, the Social Security Administration announces important changes that can have a big impact on retirement income. Learn the latest updates and what you can do now to be prepared.

Discover how the Tax Cuts and Jobs Act may affect your personal income tax and retirement income streams

Learn how Social Security will be taxed and how you can reduce or potentially eliminate unnecessary taxes

Learn tax reduction strategies to minimize taxes on Social Security and Required Minimum Distribution. Learn how to create Tax Favored Income in Retirement

SPOUSES ARE URGED TO ATTEND

Not affiliated with the Social Security Administration or any government agency

Saturday 14 Dec 2019

10:00 am - 11:30 am "Strategies For A Successful Retirement"

LIVE PRESENTATION

"STRATEGIES FOR A SUCCESSFUL RETIREMENT"

At this live presentation, discover the 5 essential steps pre-retirees and retirees need to take to defend against threats to a secure and well-funded retirement.

PRESENTED BY NOTED FINANCIAL EDUCATOR ANGELICA ROXAS

Redondo Beach Public Library
303 N. Pacific Coast Hwy
Redondo Beach, Ca 90277

Could you ever dream of a zero-tax retirement? Three of the secrets revealed at this seminar can move you closer to paying zero-tax in retirement and never worrying again about looming tax increases

Eliminate Taxes due to Required Minimum Distributions after age 70 1/2

Avoid high fees and market meltdown-take control of your IRA/401k/403b/TSP
retirement account now

How to use your IRA to pay for Nursing Home Expenses

Guard your Retirement Savings from the Next Big Market Correction

Limited Seats Available

Get In Touch

13 + 6 =

3655 Torrance Blvd, 3rd floor
Torrance, CA 90503
info@preserveassetsnow.com
(424) 247-1120
Investment advisory services are offered through Optivise Advisory Services, LLC a SEC Registered Investment Advisor. Optivise and Strategic Asset Preservation, Inc. are independent of one another.

Licenses:

0M34196- Strategic Asset Preservation, Inc.
0D16189 -Angelica Roxas

Verify Strategic Asset Preservation, Inc.