Taxation and Retirement - Lake Mary

TAX, IRA and ESTATE RULES HAVE CHANGED AND SO HAVE RETIREMENT INCOME STRATEGIES

Often overlooked when focusing on building wealth, the approaches during pre-retirement and approaches when harvesting retirement income are vastly different. Without updates to your plan you may run into some very common mistakes.

If you're nearing retirement or already retired, you may benefit from understanding how taxes come into play now that you are starting to live off your hard-earned wealth.

Did you know that timing can affect how much you pay in taxes? Or that Social Security benefits can be taxed?

Discover how to potentially insulate yourself from the risks of rising taxes. Understand the simple things you may be able to do to avoid over-paying taxes in your retirement.

Join us for a free educational event where we will focus on:

- Common misconceptions about how retirement can be taxed

- An easy-to-understand overview of the NEW TAX RULES

- Specific challenges that face Florida retirees

- Strategies to potentially protect against the taxation of your Social Security income

- How you may be able to reduce or eliminate some Social Security taxes, IRA taxation and income taxes.

- Ways to potentially help reduce your risk in a volatile market and protect assets against loss.

- How to calculate your Required Minimum Distributions under the new rules.

Taxation in Retirement FREE Course

You will walk away with information to potentially help you navigate required minimum distributions and may help avoid over-paying in taxes. Questions you want to be covered at the event can be sent to [email protected] (add this email to your contacts)

It is important to understand how to harvest your retirement income in the most tax efficient way, this could potentially save you thousands each year.

This course is designed to equip you with the most current and comprehensive information about retirement taxation. Our aim is to help you feel more prepared when it comes to efficiently managing your income sources, such as Social Security, 401(k)/IRA, and other sources, or even a combination of them all. By attending this course, you may learn how to develop a retirement tax strategy that may protect you from over-taxation, potentially saving you money.

We understand that retirement can be daunting.

We hope that armed with this knowledge, you'll be better equipped to develop a successful retirement plan that can potentially safeguard you and your loved ones for years to come.

In order to secure your seat, you must respond to the emails from Oxford (double check your spam folder) and confirm your plans to attend. We hope to see you there!

Attendees will learn how they can get a free copy of the best selling book: Total Tax-Free

Oxford Wealth Group, LLC is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The communications of an adviser provide you with information about which you determine to hire or retain an adviser. Information about Oxford can be found by visiting the SEC site www.adviserinfo.sec.gov. and searching by our firm name. We are a financial services firm that utilizes insurance and investment products. Privacy Policy

The information contained in this post is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security. Oxford Wealth Group cannot guarantee the accuracy of information from third parties. Amazon's #1 Best Seller status was reached on September 6th, 2024 for categories: Financial Risk Management, Personal Taxes, and Small Business Taxes, and the book remained a #1 New Release through September 25th of 2024.

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Host or Publisher Oxford Retirement Education