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 2023², and what might be on the horizon.
  • The impact that proposed changes to tax laws³, market volatility and rising inflation may have on your retirement income¹.
  • 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

– Tuesday, September 19 at 6:00 p.m. PDT

– Wednesday, September 20 at 3:00 p.m. PDT

– Thursday, September 21 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.



Rene Castro & Rick Martinez, CFP®️
Retirement Wealth Management Strategies

Rene Castro, founder of Retirement Wealth Management, is an extremely passionate teacher as well as a dedicated student of Retirement Wealth Management Strategies. For the last 20+ years, he has worked collaboratively with CPAs, Enrolled Tax Agents, Certified Financial Planner™ professionals, Estate Attorneys, Tax attorneys and other professionals to help provide his clients with a strategy for reliable retirement income.

Rene and his team love to help inform their clients and implement powerful retirement income plans so they can enjoy their ideal retirement lifestyle quicker than they ever thought possible.

“My firm’s mission,” Rene says, “is to help people enjoy a quality lifestyle in retirement by utilizing our team of professionals and our six-step Retirement Wealth Management Process™, designed to help them define and experience a confident retirement.

“Our team of professionals includes my wife, Diane, and son, Steven, and Rick Martinez. It’s a case of our family helping yours.”

Because of the Retirement Wealth Management team’s dedication to empowering its clients to achieve their goals in retirement, its clients are more than happy to refer those they care most about.

Away from work, Rene is active in the community through his church and various civic improvement groups. The foremost goal of Rene and Diane is to leave a living legacy by helping their kids and grandkids to grow in their faith and have a strong work and community service ethic. Rene and Diane cherish nice BBQs in their backyard with family and friends.

Rene Castro’s CA License #0677625
Rick Martinez’s CA License #0H25189

© 2023 Taxes Declassified | Privacy Policy




* Martin H. Ruby. “The No-Compromise Retirement Plan, 2nd Edition.” Stonewood Financial (Publishers), 2019.

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.