Take the first step toward reaching your Financial Goals

Get the information that can help you live a confident retirement.

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Your Journey to Retirement Starts Today!

Making the Most of Social Security:
One of the most important decisions you will make before you retire is when and how to claim Social Security benefits. Advance planning is essential, and the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.

New Retirement Laws and Impacts:

In 2022, The SECURE Act 2.0 expanded the original SECURE Act of 2019 and added a wave of changes to the retirement system that are playing out today for many Americans. The new laws include changing ages for RMDs (Required Minimum Distributions), changes in penalties for not taking RMDs, increases allowed in catch-up contributions, and rollover options for 529 plans — among other new provisions. It’s important to know these new savings options prior to and during retirement. We can help you understand these new laws and, most importantly, how they can apply to your own retirement planning.

Source: Fidelity. Nov. 20, 2023. “SECURE 2.0: Rethinking retirement savings.” https://www.fidelity.com/learning-center/personal-finance/secure-act-2 . Accessed Jan. 3, 2024.

Tax-Savvy Retirement Strategies:
Information on how to help minimize taxes and keep more in retirement. Designed specifically for adults at a stage in life where complex decisions can have a profound impact, this class will provide insightful information on today’s latest legislation, how you could be affected, and strategies to create your own tax-efficient retirement.

Retirement Income Planning
Is your Retirement built to last as long as you will?
Learn sound financial strategies that may help you prepare for a successful retirement.

Attend a Complimentary Workshop at Oxford Retirement, Sun City, AZ on:
Trust, Wills & Estates
Medicare
End of Life Planning

Insurance products are offered through the insurance business Hybrid Retirement Solutions, LLC DBA Oxford Retirement & Estate Planning. Investment advisory products and services are through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor, and are marketed under Oxford Retirement & Estate Planning. AEWM does not offer insurance products. The insurance products offered are not subject to Investment Advisor requirements. AEWM and Hybrid Retirement Solutions, LLC DBA Oxford Retirement & Estate Planning are not under common control or ownership.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Oxford Retirement & Estate Planning is not affiliated with or endorsed by the U.S. Government or any governmental agency.

UPCOMING TAX WORKSHOPS:

All workshops are complimentary and require pre-registration to attend.
Please call Lexi at 623-933-9508 to attend.
Small group participation. Socially distant guidelines in place.

Check back later for upcoming tax workshops.

UPCOMING TRUSTS, WILLS & TAXES WORKSHOPS:

June 19
Estate Planning & Taxes Workshops
6:00 pm | TBD
June 22
Estate Planning & Taxes Workshops
10:30 am | TBD

UPCOMING SOCIAL SECURITY WORKSHOPS:

Check back later for upcoming workshops.

UPCOMING MEDICARE WORKSHOPS:

Check back later for upcoming workshops.

UPCOMING TRUST, WILLS & PROBATE WORKSHOPS:

Check back later for upcoming workshops.

Rather meet One-on-one?

Schedule a meeting with a member of our team to create your financial strategy today.

Or give us a call at 866.854.1400