05/21/2024
Join us at one of our educational courses - FREE and Online. With four topics to choose from, we aim to answer your most pressing questions.
Putting together the Retirement Puzzle - Online
Moving to living off wealth you have spent your life building can be daunting . With complexities around Social Security, Taxation, Income Streams, and Estate Plans, it can be hard to know where to start. Learn basics and advanced strategies FREE ONLINE
04/04/2024
Retirees are looking for more information on how taxes will impact their retirement. Read more in the latest article from Newsbreak.
03/22/2024
FREE Online Course covering the new rules around tax-deferred accounts such as your 401(k) or IRA.
Required Minimum Distributions
You can view this webinar from your computer or tablet.
03/14/2024
Looking forward to the upcoming episode featuring our firm!
02/05/2024
New proposals for Social Security include tax hikes - NewsBreak
Are we running out of Social Security? A question that has been asked for decades has complicated answers. It has been calculated that the two trusts that currently fund Social Security will be depleted by the current projected year of 2034. This has lawmakers scrambling to push new bills to change....
12/05/2023
We are so thankful for the support and the recognition. Oxford won Orlando's Best Financial Services.
11/30/2023
We are hosting a Free webinar on Dec 8th, learn some of the most impactful changes from the comfort of your home.
Taxation in Retirement
Taxes on your 401(k) and IRA are going up in 2025. Join us to learn how to potentially avoid overpaying. Join us for an educational webinar whe
11/20/2023
Don't get tripped up by rising tax rates on your 401(k) and IRA. Read more in a recent article in Newsbreak.
401(k) Under Fire: U.S. Tax Rates in Focus | Chris Dixon | NewsBreak Original
Amid discussions of governments potentially targeting tax-deferred accounts to alleviate mounting debt, the term "tax-deferred" assumes greater significance, reminding account holders of inevitable tax obligations.
10/24/2023
Learn about how taxes may erode your retirement, and how to potentially avoid it! Free Course, learn more here.
Taxation and your Retirement - Lake Mary CC
Attend our free event to learn how the biggest tax change in the last 30 years has altered retirement strategies.
08/07/2023
Do I have to pay taxes on my retirement income? - NewsBreak
As you get closer to retirement, one of the most common questions you may have is, "Do I have to pay taxes on my retirement income?" If you are like the majority of Americans who have a bulk of their savings in tax-deferred accounts, the answer is yes. This comes as a shock to some, as they have pai...