Important Webinar for CA Residents

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Optimizing Your Tax Strategy & Surviving Market Volatility

Gain Control of Your Taxes & Keep More of Your Hard-Earned Money in Retirement

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

  • What’s changed for taxes and Social Security in 2023¹, 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.
  • Immediate, actionable steps to help protect your savings from heavy, unnecessary “retirement taxes.”
  • How you can create tax-free retirement income and potentially lower your tax bracket in retirement.
  • Ways you may be able to lock-in historically low tax rates now, before proposed tax changes³ go into effect.
  • Strategies to help you avoid “401k and IRA tax pitfalls.”
  • Social Security strategies to help minimize taxes on your benefits.
  • And MUCH more.

Privacy Policy: We protect your privacy. Information is confidential and never shared with any unaffiliated third parties. Please provide your best email and mobile phone to ensure delivery.

Webinar Dates & Times

– October 3 at 6:30 p.m. PDT
– October 4 at 11:00 a.m. PDT
– October 5 at 6:30 p.m. PDT


Why attend?

This webinar combines two empowering elements:

Professional Insight

Live instruction from knowledgeable financial professionals in an engaging, easy-to-understand format.

Actionable Next Steps

An opportunity to receive a plan for retirement income that may help you reduce your tax exposure and keep more of your hard-earned money.

Unnecessary taxes can be one of the BIGGEST expenses in retirement if not properly planned for.

Don’t miss the chance to learn how you may be able to REDUCE some of your tax exposure in retirement, so you can create tax-efficient retirement income and potentially save thousands of dollars.



Angelica Roxas
Founder & President | Strategic Asset Preservation, Inc.

Angelica is the Founder and President of Strategic Asset Preservation, Inc., South Bay Tax Solutions and a Cancer Foundation, Halo of Hope. Angelica shows a lot of her dedicated passion by being an active chairperson of Making Strides Against Breast Cancer Walk. She holds the NSSA – National Social Security Advisor professional designation. Angelica is a Certified Tax Advisor, financial advisor and a fiduciary.

She integrates all areas of financial planning which includes tax planning strategies, insurance and legacy planning, retirement planning and other financial leverage channels to help her clients achieve their financial goals.

She has held several securities and insurance licenses for over 18 years, and she specializes in working with various classes of individuals. She works with business owners, baby boomers, people who are retiring, retirees and those who want to protect their retirement savings and maintain their financial standards for very long seasons. She started a company in the financial services sector in 2002 and has remained a major player in the industry over the years. Angelica has taken Financial Planning courses at UCLA extension.

She has also served as an Honorary Co-Chairman of the Business Advisory Council. Her work purview had her participating in meetings with members of Congress when they share information and plans on taxes, healthcare costs, Social Security, Medicare, etc. She has been recognized in the Wall Street Journal for her leadership role.

Angelica is passionate about delivering value to her clients. The combination of her wit, charisma and leadership style has seen her successfully oversee numerous Retirement Income Planning, Wealth Preservation, Legacy Planning and other financial planning projects with huge success. Her wealth of knowledge has continued to create the right solutions for pre-retirees, retirees and everyone who steps into her world.

© 2023 Taxes Declassified | Privacy Policy




CA License #: 0D16189

Advisory Services offered through Secure Investment Management, LLC an Investment Adviser. Strategic Asset Preservation, Inc. and Secure Investment Management, LLC are not affiliated.

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, you give consent to be contacted about the possible sale of an insurance, annuity, or securities product. Licensed Insurance Professional. Attend and learn how financial products, including annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. We are not affiliated with any government agency.