Archive for January 2024

The outcome of any election can have significant consequences on tax policy. The 2024 election holds particular importance as it may bring forth changes that could impact tax rates for…

As we enter into the circus and media storm of the 2024 election, retirees and those planning for retirement have a vested interest in understanding how potential changes in tax…

Amid discussions of governments potentially targeting tax-deferred accounts to alleviate mounting debt, the term “tax-deferred” assumes greater significance, reminding account holders of inevitable tax obligations.

The majority of us have been told saving for retirement starts with a 401(k). 401(k) is actually the section of the tax code that allows earners and employers to create…

Global conflicts and uncertainty can affect retirees in ways that are not immediately evident.  The impact of government spending and the ever increasing national debt is a critical concern that…

There have been key changes to tax efficient estate and retirement planning. A team that focuses on retirement tax strategies, Chris Dixon Jr. and Samuel J. Dixon from Oxford Advisory Group shared…