Roseville, CA | Taxes & Retirement Seminar | July 2026

Informational Seminar at Maidu Community Center in Roseville, CA

Minimizing Taxes in Retirement

What Retirees Need to Know About Roth Conversions, IRMAA, and the Potential Cost of Doing Nothing

Event Details

Maidu Community Center
1550 Maidu Dr
Roseville, CA 95661

Event Options:

– Tuesday, July 21 at 6:30 p.m.

– Thursday, July 23 at 6:30 p.m.

Seating is limited and there is no charge to attend.

Preparing for retirement has never been so challenging. Join us for an enlightening presentation at Maidu Community Center. We will discuss the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.

Here’s what we’ll cover:

What’s new and changing for taxes and Social Security in 2026.
Why today’s current economic environment may be one of the most challenging to retire and what to do about it.
Strategies to help protect your assets from rising taxes and inflation now regardless of the next tax policy.
Planning for longevity, inflation and future tax increases to help ensure you won’t OUTLIVE your money in retirement.
Strategies to help plan for the next market downturn and protect your assets from market volatility.
Powerful tax strategies that can potentially generate tax-free retirement income.
When to claim Social Security in order to minimize tax consequences and maximize your benefits
How to plan for RMDs and strategically time your withdrawals so you don’t get hit with a big tax burden. Hint: The recent SECURE Act has made significant changes that impact RMDs.
How you may be able to create a customized retirement income & tax minimization strategy tailored to your unique needs & situation.
Understanding other common risks and mistakes that may disrupt your retirement plans and how you may be able to avoid them.
And much more!

Privacy Policy: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Taxes Declassified. All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend!

Do you have a retirement tax strategy in place?
Don’t miss this information-packed event!

If you have an IRA, Roth, 401(k), 403(b) or any other retirement accounts, you don’t want to miss the opportunity to learn about:

The changing financial landscape for those approaching retirement.
Tips and strategies to help manage your tax exposure and help increase your retirement income.
Understanding tax laws³ and how they may impact your retirement income.
How you may be able to avoid unnecessary taxation on Social Security income & maximize your benefits.
Planning for longevity, inflation and future tax increases.
How to navigate RMDs and ensure you are harvesting your assets efficiently without paying more taxes than necessary.
Strategies to help plan for the next market downturn and protect your assets from market volatility.
How you may be able to create a customized retirement income & tax strategy.

These events are extremely popular and seating is limited. Reserve your seat today to guarantee attendance!

Meet Your Host

Charles Triana, BeneficialHorizon Capital

In 2018, I made the move from Chicago, IL to Roseville, CA, where my life now centers around my delightful eight-year-old daughter, Ava. Beyond my family, I find joy in staying active and healthy through golfing, trail running, hiking, and exploring the beauty of Northern CA. Biking is another passion that keeps me energized.
As an Investment Advisor, I consider myself fortunate to earn the trust of my clients. My goal is to prepare their finances strategically, laying the foundation for a financially stable future for both them and their loved ones. I approach my job on a person-to-person basis, aiming to understand my clients’ unique needs and wants. My focus is on maximizing the benefits and programs they are already receiving.
I am deeply committed to making a difference. I have a profound connection to supporting children with disabilities and illnesses, acknowledging and championing their strength and resilience. This aspect of giving back is a personal passion, embodying my values and dedication to enhancing the lives of these inspiring young individuals.

Presented by Charles Triana. BeneficialHorizon Capital and Taxes Declassified are not affiliated. Licensed Insurance Professional.

*Information is applicable to all events conducted by its collective members through Taxes Declassified from 2016-2025.

Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.

The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.

By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.

The presenter can provide information, but not specific advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.