Orlando Retirement Education by Oxford

Orlando Retirement Education by Oxford

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Orlando Retirement Education provides free financial education to retirees in the Orlando area.

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Putting together the Retirement Puzzle - Online 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.

Required Minimum Distributions 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!

New proposals for Social Security include tax hikes - NewsBreak 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.

Taxation in Retirement 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

401(k) Under Fire: U.S. Tax Rates in Focus | Chris Dixon | NewsBreak Original 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.

11/07/2023

Retirement Wisdom - new series from Oxford

Taxation and your Retirement - Lake Mary CC 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.

Do I have to pay taxes on my retirement income? - NewsBreak 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...

02/23/2023
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Videos (show all)

Retirement Wisdom - Answering your questions directly.
Retirement Wisdom - new series from Oxford

Location

Category

Telephone

Address

111 N. Orange Avenue Suite 775
Orlando, FL
32801

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm