Name: Taxation and your Retirement - Dunedin
Start: 2025-04-14T11:30:00-04:00
End: 2025-04-14T12:30:00-04:00
Location: Dunedin Community Center

Attend our free event to learn how the biggest tax change in the last 30 years has altered retirement strategies.
About this Event

TAX RULES HAVE CHANGED AND SO HAVE RETIREMENT STRATEGIES

Approaches saving for retirement and switching to living off retirement income are vastly different.

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 Social Security taxation and 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:

- How Florida tax rules apply to your retirement accounts

- 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 the biggest tax law change in the past 30 years may impact you and your spouse.

Taxation in Retirement FREE Course

You will walk away with information to help you navigate required minimum distributions (RMDs) and potentially avoid over-paying in taxes.

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.

Attendees will learn how to get a free copy the best seller: 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.