Tampa Retirement Education by Oxford

05/21/2024

Putting the retirement puzzle pieces together - FREE Online series of courses - aimed at answering your most pressing questions.

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 help when it comes to taxes on their retirement accounts. Read more in a recent article from Newsbreak.

03/15/2024

Are you planning to be taxed when you claim your Social Security benefits?😟

03/14/2024

Looking forward to the upcoming episode featuring our firm!

03/08/2024

https://oxford-retirement-education.webinargeek.com/required-minimum-distributions

02/21/2024

https://oxford-retirement-education.webinargeek.com/new-social-security-proposal-2024

02/05/2024

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....

01/20/2024

Understanding New Taxation Strategies Join us for a FREE workshop to learn ways to potentially maximize your retirement and reduce taxes

11/30/2023

Free Taxes in Retirement webinar, learn some of the most impactful changes from the comfort of your home. Join us December 8th!

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. Your 401(k) and IRA tax rates are going up. Learn more in a recent article in Newsbreak.

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.