Taxes in Retirement Workshop in Oviedo, FL

357 Center Lake Lane,Oviedo FL 32765

24 October, 2022

Description

This course is a comprehensive personal finance course for those in the early stages of retirement or those about to retire. It will address some of the common tax pitfalls today's retiree faces. You will receive financial tools to help you better understand risk, taxes, and estate planning. What You Will Learn:Offsetting the cost of catastrophic illness.The Tax Cuts and Jobs Act - how it may affect you and your retirement.Why taxes may be one of your biggest expenses in retirement and why now is the time to address them.How required minimum distributions may increase your tax liability.The sources of retirement income - including social security, pension, retirement accounts, and retirement plan distributions - and how they are taxed.The rules, regulations and tax consequences of Qualified Plans (IRA, 401k, 403b) and how to manage them.Key questions you should ask any financial advisor.Who Should Attend?Baby Boomers looking for guidance based on recent academic research.Individuals and couples between the ages of 56 and 73.Those concerned about our financial markets and future tax liabilities.Investors looking for new perspectives or ideas.Why Now?It’s a good idea to address taxes while they are at historically low rates.Global market instability and record national debt necessitates action.Recent research indicates a different approach to retirement planning could be beneficial.You only get one shot at retirement. Make it count.FREQUENTLY ASKED QUESTIONS: Is there a cost to attend? No, there is no cost to attend. Do I need to bring anything? No, you will be provided with pen and paper to take notes. Will any investments or investment products be discussed? No there will not be any discussion of any investments whatsoever. Will I be pitched or sold anything? No. Our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure. *The views, information, or opinions expressed during this event are solely those of the presenter(s) and do not necessarily represent those of Oviedo Cultural Center and their employees. The content presented or offered through handout materials is provided for information purposes only, is not a guarantee of future success, is subject to change, and is not intended to serve as the basis for financial decisions. Oxford Advisory Group is not affiliated with the U.S. government, Social Security Administration, U.S. Centers for Medicare & Medicaid Services, or any governmental agency. 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 Wealth Group can be found by visiting www.adviserinfo.sec.gov and searching by the adviser’s name.