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Monday 27 Jan 2020

10:00 am - 11:00 am Maximizing Social Security & Taxes in Retirement

ATTEND THIS FREE EVENT
"Maximize Your Social Security Benefits" & Taxes in Retirement Workshop

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

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

SPOUSES ARE URGED TO ATTEND!
Not affiliated with the Social Security Administration or any government agency

Thursday 30 Jan 2020

6:00 pm - 7:30 pm Retirement Income Planning Workshop

“Join us for our Free Educational Workshop”

Attn: Baby Boomers

Learn how the new SECURE Act law will affect your Retirement!

Don’t wait until it’s too late to maximize your retirement income. Through distribution planning and our calculations.

We can help maximize your income so you know down to the month, net of tax, how much you could spend for a long as you live.

You and a guest are invited to attend this Complimentary Income Planing Event at Peninsula Center Library in Rolling Hills Estates at 6:00 P.M.-7:30 P.M. Thursday January 30, 2020

Saturday 1 Feb 2020

11:00 am - 12:30 pm Retirement Income Planning Workshop

“Join us for our Free Educational Workshop”

Attn: Baby Boomers

Learn how the new SECURE Act law will affect your Retirement!

Don’t wait until it’s too late to maximize your retirement income. Through distribution planning and our calculations.

We can help maximize your income so you know down to the month, net of tax, how much you could spend for a long as you live.

You and a guest are invited to attend this Complimentary Income Planing Event at Peninsula Center Library in Rolling Hills Estates at 11:00 A.M.-12:45 P.M. Saturday, January 30, 2020

Thursday 13 Feb 2020

6:00 pm - 7:30 pm Top 10 IRA/401k Mistakes " How to Avoid IRA Tax Trap"

There Are Critical 2019 IRA And 401k Rules You Need To Know About!

Eliminate Required Distributions after age 701/2

How to take control of your 401k, 403b, TSP and other sponsored retirement plans.

Simple Changes to your IRA Beneficiary Form can Triple the Income from your IRA.
Eliminate Market Risk on IRA,401k, and 403b plans.

How to Get Out of Your 401k and age 591/2 and still get Company Matching Funds.

Get a 10% Interest Bonus on your IRA and 401k Plans.

Protect your Retirement Savings from the Next Big Market Correction

Free your IRA from IRS tax Prison.

Learn the Top 10 Mistakes IRA and 401k owners make and How to Fix them.

>How to use your IRA to pay for Nursing Home Expenses.

Location: Katy Geissert Civic Center Library
3301 Torrance Blvd,
Torrance, Ca 90503

Time: 6:00 p.m.-7:30 p.m.

SPOUSES ARE URGED TO ATTEND!
Not affiliated with the Social Security Administration or any government agency

Saturday 22 Feb 2020

11:00 am - 12:30 pm Top 10 IRA/401k Mistakes "How to Avoid IRA Tax Trap"

There Are Critical 2019 IRA And 401k Rules You Need To Know About!

Eliminate Required Distributions after age 701/2

How to take control of your 401k, 403b, TSP and other sponsored retirement plans.

Simple Changes to your IRA Beneficiary Form can Triple the Income from your IRA.
Eliminate Market Risk on IRA,401k, and 403b plans.

How to Get Out of Your 401k and age 591/2 and still get Company Matching Funds.

Get a 10% Interest Bonus on your IRA and 401k Plans.

Protect your Retirement Savings from the Next Big Market Correction

Free your IRA from IRS tax Prison.

Learn the Top 10 Mistakes IRA and 401k owners make and How to Fix them.

>How to use your IRA to pay for Nursing Home Expenses.

Location: Katy Geissert Civic Center Library
3301 Torrance Blvd,
Torrance, Ca 90503

Time: 11:00 A.M.- 12:30 P.M.

SPOUSES ARE URGED TO ATTEND!
Not affiliated with the Social Security Administration or any government agency

Get In Touch

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3655 Torrance Blvd, 3rd floor
Torrance, CA 90503
[email protected]
(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

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