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