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# Oxford Advisory Group

Oxford Advisory Group Website

## Sitemaps

- [XML Sitemap](https://oxfordadvisorygroup.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [401(k) Distributions And Rollover Tips For 2024](https://www.benzinga.com/24/02/37015365/401-k-distributions-and-rollover-tips-for-2024) - Knowing when to access your 401(k) can take significant time and effort. If you have been socking away funds in this popular tax-deferred vehicle (hopefully with employer-matched contributions), you have amassed an enticing amount for your retirement.
- [Top 3 Concerns Your Clients Have in 2024](https://www.nasdaq.com/articles/top-3-concerns-your-clients-have-in-2024) - Buckle up, this year is going to be a frenzy of political discussions, last-minute attempts to push new policies, and what may concern your clients (and prospects) the most, headlines claiming disaster.
- [Live Retirement with Confidence: Oxford Advisory Group ](https://thesiliconreview.com/magazine/profile/oxford-advisory-group-live-retirement) - In the highly fast-paced world we live in, financial advisors play a crucial role in helping individuals and businesses manage their financial affairs. Financial advisors possess specialized knowledge in areas such as investment strategies, tax planning, retirement planning, estate planning, and risk management.
- [5 Best Tech Companies to Watch 2024](https://thesiliconreview.com/magazine/profile/5-best-tech-companies-to-watch-february-edition-2024-listing) - Oxford Advisory Group's approach to staying ahead in a rapidly evolving business landscape is a testament to their commitment to innovation and adaptability.
- [New Proposals for Social Security Include Tax Hikes](https://original.newsbreak.com/@brad-swineheart-1718302/3323095320173-new-proposals-for-social-security-include-tax-hikes) - Are we running out of Social Security? A question that has been asked for decades has complicated answers. Short answer: yes, if we don’t…
- [Global Conflicts May Have Deeper Impacts on Retirees in the US](https://www.nasdaq.com/articles/global-conflicts-may-have-deeper-impacts-on-retirees-in-the-us) - 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 could have big effects on both retirees and pre-retirees. Increased national debt may lead to rising tax rates, affecting individuals and businesses across the country.
- [401(k)s & Taxes: What You Need to Know](https://original.newsbreak.com/@brad-swineheart-1718302/3233941519788-title-401-k-s-taxes-what-you-need-to-know) - 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 an account that is not taxed at the time of earnings. The strategy is that money is taken directly from earnings, pre-tax, and put in
- [401(k) Under Fire: U.S. Tax Rates in Focus](https://original.newsbreak.com/@chris-dixon-1817426/3234041601188-401-k-under-fire-u-s-tax-rates-in-focus) - 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.
- [Tax Policy May Change With Elections Looming.](https://original.newsbreak.com/@brad-swineheart-1718302/3064179285591-tax-policy-may-change-with-elections-looming) - 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 retirees. Different candidates and political parties often propose diverse tax plans that could result in varying tax rates, deductions, and exemptions. Staying informed about these
- [Election, Taxes And Your Retirement Income](https://www.msn.com/en-us/money/news/election-taxes-and-your-retirement-income/ar-AA1crQPR) - 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 rates could affect their financial outlook. This article aims to shed light on the possible implications of the upcoming election on tax rates, providing insights
- [Is Your Tax Bill Too High? Learn These Strategies To Achieve A Tax Efficient Estate And Retirement Plan](https://www.benzinga.com/23/03/31261995/is-your-tax-bill-too-high-learn-these-strategies-to-achieve-a-tax-efficient-estate-and-retirement-pl) - 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 with me some basics for those looking to avoid overpaying taxes in their retirement. Here are things you should keep in mind as you look
- [Crafting a Budget for Your Retirement Income Needs](https://www.thestreet.com/retirement-daily/planning-living-retirement/crafting-a-budget-for-your-retirement-income-needs) - Budgeting and saving for retirement has become every individual’s responsibility like never before. Being realistic, preparing for future medical expenses, and gaining an accurate understanding of today’s tax laws are just some of the ways to prepare for a successful retirement.
- [3 Moves Millennials Must Make to Retire Early](https://www.newsmax.com/finance/streettalk/millennials-retire-early/2019/08/01/id/926908/) - Is it possible for millennials to plan for retirement? What can they do now to save for the future? Sam explains the importance of saving as early as possible. He encourages young people to take advantage of risks for potential gains while diversifying their investments for greater security against market volatility.
- [One Important Retirement Age Milestone People Tend to Forget](https://www.kiplinger.com/article/retirement/T032-C032-S014-one-retirement-age-milestone-people-tend-to-forget.html#new_tab) - When those approaching retirement come to our office to discuss their plans, we find there are certain milestone ages they know by heart. Most know, for example, that after age 59½, they’ll no longer have to pay the 10% early withdrawal penalty on retirement account distributions.

## Pages

- [Oxford Advisory Group: Better Understand Your Retirement](https://oxfordadvisorygroup.com/) - RETIRE WITH INTENTION Oxford Advisory Group tax-efficient strategies, estate planning, and wealth management. Certified Retirement Financial Advisors.
- [Copy of Registered Financial Consultant (New Content)](https://oxfordadvisorygroup.com/certified-financial-advisor/) - Registered financial consultant What is a Registered Financial Consultant [RFC]? A Registered Financial Consultant [RFC] is a financial professional with demonstrated knowledge in the financial services sector. Additionally, they have shown that they are capable of creating financial strategies that are unique to the needs of each of their clients. The RFC certification is awarded
- [Thank You - Meeting](https://oxfordadvisorygroup.com/schedule-a-meeting/thank-you-meeting/) - Thank You! Thank you for reaching out. If you are ready to select a time to speak directly with our team, please book here. Pick a time to chat Need immediate help? If you need immediate assistance or have questions in the meantime, feel free to give us a call at or send us an
- [Copy of Supporting your unique retirement - The Oxford Team](https://oxfordadvisorygroup.com/test-team/) - Meet The Team The team behind is made up of financial professionals who are passionate about helping individuals and families achieve their ideal retirements. Christopher J. Dixon, RFC Co-Founder/ Managing Partner Christopher Dixon, RFC, is the Co-Founder of Oxford Advisory Group. He is responsible for the company vision and business strategy. Chris focuses on tax
- [Better Understand your Options: Registered Financial Consultant](https://oxfordadvisorygroup.com/financial-services/registered-financial-consultant/) - What is an RFC (Registered Financial Consultant)? When planning a successful retirement one may want to start with a professional that focuses on retirees.
- [New winner Inc. 5000 Fastest Growing: Oxford Advisory Group](https://oxfordadvisorygroup.com/inc-5000-recognizes-oxford-advisory-group/) - Oxford Advisory Group honored with being listed on the 2024 Inc 5000 Fastest Growing Private Companies. Adding to their recent award of Inc 5000 Best Workplaces
- [Thank You - Bulk CTA](https://oxfordadvisorygroup.com/thank-you-offer/) - Download Your Guide!
- [Sitemap](https://oxfordadvisorygroup.com/sitemap/) - Sitemap Financial Services Our Team Attend an Event In the Media Radio Schedule a Meeting
- [Total Tax-Free](https://oxfordadvisorygroup.com/total-tax-free/) - 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 11th of 2024. Schedule a time below to get a customized Tax Strategy Assessment to outline the exact strategies from Total Tax-Free that
- [Thank You - Report](https://oxfordadvisorygroup.com/thank-you-report/) - Download Your Guide! Thank you for requesting "Tax Strategies for Retirement!" (We have also emailed you a copy of the report as well, so be sure to check your inbox!) Tax Strategies for Retirement: Buckets Create Tax Choices Download My Guide
- [Thank You - Event](https://oxfordadvisorygroup.com/attend-an-event/thank-you-event/) - Thank You! Thank you for registering for an upcoming event! We will reach out to you shortly to confirm your registration. Need immediate help? If you need immediate assistance or have questions in the meantime, feel free to give us a call at or send us an email at .
- [Better Understand Your Options: Financial Services UCF](https://oxfordadvisorygroup.com/financial-services-ucf/) - Financial Services Your Dreams Matter - Reach for the Stars Find a time to chat with a Strategist At Oxford Advisory Group, we believe everyone should be able to live the retirement they've always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and
- [Better Understand Retirement, Taxes, and Estate in Sarasota, FL](https://oxfordadvisorygroup.com/sarasota/) - Retirement planning manages a variety of financial concerns, including investment management, risk management, income and tax planning, and Estate Planning
- [Retirement Questions Answered](https://oxfordadvisorygroup.com/retirement-questions-answered/) - Retirement Questions Answered. FAQ's from Retirees answered in a way that aims to be simple, complete, and easy to understand.
- [Retirement Wealth: Certified Financial Advisor -Better Prepared Future](https://oxfordadvisorygroup.com/registered-financial-consultant/) - Registered Financial Consultant and Certified Financial Advisor What is a Registered Financial Consultant [RFC]? A Registered Financial Consultant [RFC] is a financial professional with demonstrated knowledge in the financial services sector. Additionally, they have shown that they are capable of creating financial strategies that are unique to the needs of each of their clients. The
- [Radio](https://oxfordadvisorygroup.com/radio/) - Reinventing Retirement Tips to help maximize retirement income. Strategies to help better protect your retirement. Christopher Dixon and Samuel Dixon
- [Registered Financial Consultant: Retire better prepared in Clermont, FL](https://oxfordadvisorygroup.com/clermont-fl/) - Retirement Advisors who focus on taxes in retirement, Estate Planning, RMD support, investing, and financial planning for families in Clermont, FL
- [Privacy Policy](https://oxfordadvisorygroup.com/privacy-policy/) - Privacy Policy Last Modified: 03/19/2018 Protecting your privacy is very important to us. Our goal is to treat the personal information you furnish us with the utmost respect and in accordance with this Privacy Policy. We request that you carefully read this Privacy Policy and our Terms of Use before using the website. By visiting, viewing
- [Retire Ready: Wealth Strategies for your Future](https://oxfordadvisorygroup.com/retirement-blog/) - Retirement updates, key strategies, and education on topics that may impact retirement. Complex issues with clear explanations aimed to be easy to understand.
- [Springhill, FL](https://oxfordadvisorygroup.com/springhill-fl/) - Your Financial Advisor and Investment Planning Professional in Springhill, FL With Oxford Advisory Group, you have access to a variety of financial services designed to safeguard assets and produce a strong return on investments. Our team in Clermont, FL includes a retirement planner, investment planner, a financial advisor, traditional IRA advisor, and wealth management professional.
- [Better Understand Retirement, Taxes, and Estate in Lakeland, FL](https://oxfordadvisorygroup.com/lakeland/) - Your Financial Advisor and Investment Planning Professionals, Lakeland, FL, Oxford Advisory Group focuses on retirement, taxes, and estate planning for retirees
- [Get a FREE copy of Best Selling Tax Book](https://oxfordadvisorygroup.com/total-tax-free-copy/) - The Little Book of Total Tax-Free Investing: How I help the wealthy lower their taxes. Amazon Best Selling book that can be yours free for a limited time
- [Schedule a Meeting](https://oxfordadvisorygroup.com/schedule-a-meeting/) - Get answers to your most pressing retirement and Estate Planning questions. Receive a complimentary tax-map with your visit with Oxford Advisory Group
- [Catch the latest: In The Media](https://oxfordadvisorygroup.com/in-the-media/) - In the Media Tune in Oxford Advisory Group takes pride in being acknowledged by various media outlets for our financial services, insights, and experience. we invite you to explore our most recent media coverage and appearances. TV / Video Radio Articles TV / Video NBC Sunday @ 11:00 AM ABC Saturday @ 7:00 PM FOX
- [Smart Assist](https://oxfordadvisorygroup.com/smart-assist/) - Connect with an advisor near you by using our matching tool to discover what your retirement needs are. A tool that allows you to outline your specific needs.
- [Better Understand your Options: Long-Term Care Planning](https://oxfordadvisorygroup.com/financial-services/long-term-care-planning/) - What is Long-Term Care? How do you get long-term care in Florida? These questions should be looked at with a full understanding of how retirement fits together.
- [Better Understanding your Options: Asset Protection Strategies](https://oxfordadvisorygroup.com/financial-services/asset-protection-strategies/) - Asset Protection Strategies change as one enters and lives through retirement. What worked in the past may not be what will best protect your future
- [Better Understand your Options: Retirement Income Strategies](https://oxfordadvisorygroup.com/financial-services/retirement-income-strategies/) - How much do I need to retire? Does the 4% rule still work? Questions about your retirement can be answered with an income plan that looks at the whole picture.
- [Better Understand your Options: Retirement Planning Services](https://oxfordadvisorygroup.com/financial-services/retirement-planning-services/) - Retirement Planning Services in Florida. Locations are available near you to meet Oxford professionals who focus solely on retirement strategies.
- [Better Understand your Options: Wealth Management Services](https://oxfordadvisorygroup.com/financial-services/wealth-management-services/) - Wealth Management Services Wealth management services generally cover financial advice, estate planning, insurance planning, tax guidance, comprehensive investment management, and sometimes legal assistance. A wealth advisor or manager handles complex financial issues and leads a team of financial professionals to help clients. Often, wealth management companies serve more affluent clients. Even if you do not
- [Safeguard Wealth: Targeted Retirement Withdrawal Strategies](https://oxfordadvisorygroup.com/financial-services/retirement-withdrawal-strategies/) - Understanding Retirement Withdrawal Strategies may better prepare you to achieve your ideal goals in retirement. Learn strategies for Florida retirees.
- [Better Understanding your Options: Annuities](https://oxfordadvisorygroup.com/financial-services/annuities/) - Annuities What are Annuities? An annuity is a contract between an individual and an insurance company. The investor contributes a sum of money-either all up-front or in payments over time-and the insurer promises to pay them a regular stream of income in return. Types of Annuities Below is an overview of the different types
- [Better Understand your Options: Tax Preparations & Advice](https://oxfordadvisorygroup.com/financial-services/tax-preparations-advice/) - Tax Preparations & Advice Getting professional tax advice is one of the best ways to be smart about your hard-earned money. Rather than leaving the fate of your tax preparations up to chance, working with a tax advisor may help you potentially maximize deductions, get ready for contribution withdrawal, and navigate complex situations. Comprehensive Tax
- [Better Understanding Your Options: Life Insurance Consultant](https://oxfordadvisorygroup.com/financial-services/life-insurance-consultant/) - What is life insurance? Speak with a consultant to understand how and if life insurance makes sense in your retirement plan.
- [Better Understanding Options: Investment Planning Services](https://oxfordadvisorygroup.com/financial-services/investment-planning-services/) - Investment Planning Services Opinions vary on the best way to manage your money, so it can be difficult to determine what financial strategies fit your plan.
- [Better Understanding your Options: Business Owners & Entrepreneurs](https://oxfordadvisorygroup.com/financial-services/business-owners-and-entrepreneurs/) - Business Owners & Entrepreneurs Did you know that only 10% of the population is self-employed? Being a business owner or entrepreneur requires dedication and countless hours-which is why getting help from a financial planner can be a well-earned source of relief. Learn more about business owner financial planning and how the Oxford Advisory Group can
- [Better Understanding your Options: Estate Planning](https://oxfordadvisorygroup.com/financial-services/estate-planning/) - Estate Planning Estate Planning Advisors in Orlando Planning your estate isn't something that needs to be delayed until extreme circumstances arise. In fact, you can work with an estate planning financial advisor now to create a living, flexible plan that can safeguard your assets. Find out more about how the estate planning advisors at Oxford
- [Better Understanding your Options: Corporate Executive Planning](https://oxfordadvisorygroup.com/financial-services/corporate-executive-planning/) - Corporate Executive Planning Financial planning for corporate executives is a crucial piece of the puzzle when it comes to retirement. Whether your portfolio is thriving, or you're just beginning to invest, your capital should be working for you, and not the other way around. What is Corporate Executive Planning Financial planning for corporate executives is
- [Better Understand your Options: Financial Services](https://oxfordadvisorygroup.com/financial-services-copy-2/) - Time for Answers Pick a spot that fits your schedule CLICK HERE to chat with a Strategist This is a complimentary chat that allows you to ask the specific questions you want regarding your retirement or estate. Is it worth spending 20 minutes getting a second opinion for answers on the next 20 years
- [Better Understanding your Options: IRA Legacy Planning](https://oxfordadvisorygroup.com/financial-services/ira-legacy-planning/) - When you are looking to plan your legacy an IRA can have unintended tax consequences for your beneficiaries. Planning ahead may help better avoid this.
- [Better Understanding your Options: 401(k) Financial Advisor](https://oxfordadvisorygroup.com/financial-services/ira-and-401k/) - 401(k) and IRA Advisor in Florida 401K If you're an employer in Florida or a Floridian individual investor needing investment advice about your 401(k) plan, having a 401(k) advisor who is passionate about helping you can be very beneficial. Our advisors study both national nuances and Florida-specific considerations of 401(k)s to offer assistance and investment
- [Terms of Use](https://oxfordadvisorygroup.com/terms-of-use/) - Terms of Use All information available through this website is the property of (the “Company”) or its information providers and is protected by copyright and intellectual property laws. All rights reserved. You may not reproduce, retransmit, disseminate, sell, publish, broadcast, nor shall the information be used in connection with creating, promoting, trading or marketing financial
- [Better Understand Retirement, Taxes, and Estate in Jacksonville, FL](https://oxfordadvisorygroup.com/jacksonville/) - Your Financial Advisor and Investment Planning Professional in Jacksonville, FL Located in Jacksonville, FL, Oxford Advisory Group helps retirees, those planning for retirement, and business owners better secure their assets and achieve retirement and estate goals. We focus on tax-minimization strategies, Estate Planning, Retirement Income, and Wealth Management. Explore our financial services: Certified Financial
- [Tampa Financial Advisors: Retirement & Tax-Saving Estate Planning](https://oxfordadvisorygroup.com/tampa-financial-advisors/) - Looking for financial planning, estate planning, or help with taxes in your retirement? Meet the local Tampa Financial Advisors of Oxford Advisory Group
- [Better Understanding, Taxes, Estate, and Retirement, Advisors near Tampa](https://oxfordadvisorygroup.com/tampa-fl/) - Financial Advisors who focus on Taxes, Estate Planning, and Retirement Planning. Located near Dunedin, Oldsmar, Largo, in the Tampa area.
- [Better Understand Retirement, Taxes, and Estate in Mount Dora, FL](https://oxfordadvisorygroup.com/mount-dora-fl/) - Financial Advisors focused on taxes in retirement, Estate Planning, RMDs, Roth Conversions, Investments and Retirement Planning in Mount Dora, FL
- [Better Understanding, Taxes, Estate, and Retirement, Advisors near Orlando, FL](https://oxfordadvisorygroup.com/orlando-fl/) - Better Understanding Taxes, Estate, and Retirement, Financial Advisors near Orlando. Registered Financial Consultants focused on helping navigate retirement.
- [New Locations - Understand your Financial options](https://oxfordadvisorygroup.com/locations/) - Financial Advisors for Florida retirees. Find the answers to your biggest retirement and estate questions with the financial professionals of Oxford near you.
- [Sarasota Financial Advisors: Better Understand Retirement](https://oxfordadvisorygroup.com/sarasota-financial-advisors/) - Experienced Sarasota financial advisors at Oxford Advisory Group focus on retirement planning, tax-efficient strategies, wealth management, and estate planning.
- [Better Understanding your Options: Financial Services](https://oxfordadvisorygroup.com/financial-services/) - Financial Services Your Dreams Matter At Oxford Advisory Group, we believe everyone should be able to live the retirement they've always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns. Financial Advice Investments
- [Retirement Mistakes Unveiled - Free Seminars](https://oxfordadvisorygroup.com/attend-an-event/) - Join us for a complimentary course. Educational Seminars on topics such as Estate Planning, Taxes in Retirement, and Social Security.
- [Supporting your unique retirement - The Oxford Team](https://oxfordadvisorygroup.com/our-team/) - Florida Financial Advisors focused on Retirement Planning, Estate Planning, Tax minimization, and tax-free strategies. Find an advisor that is right for you.

## Events

- [[Dinner/Lunch] Seminar at [Restaurant]](https://oxfordadvisorygroup.com/event-2/dinner-lunch-seminar-at-restaurant-2/) - Event Details
- [Seminar Title](https://oxfordadvisorygroup.com/event-2/seminar-title/) - Details about seminar.

## Blog Posts

- [Florida Retirement: What sets the sunshine state apart](https://oxfordadvisorygroup.com/blog/florida-retirement/) - Florida retirement stands out from other states in several important ways. The most obvious difference is the tax environment.
- [How Much Money Does the Middle Class Need To Feel Rich?](https://oxfordadvisorygroup.com/blog/how-much-money-does-the-middle-class-need-to-feel-rich/) - How much does the middle class need to feel rich? Three key indicators, a solid emergency fund, manageable debt, a strong retirement plan. Chris Dixon on AOL
- [How Should I Budget for Healthcare Expenses?](https://oxfordadvisorygroup.com/blog/how-should-i-budget-for-healthcare-expenses/) - Healthcare often becomes one of retirement’s biggest expenses. Planning for premiums, out-of-pocket costs, and long-term care can be daunting.
- [Kiplinger: 4 Mistakes to avoid when Inheriting Wealth](https://oxfordadvisorygroup.com/blog/kiplinger-4-mistakes-to-avoid-when-inheriting-wealth/) - C.J. Dixon was recently published in Kiplinger - What Not to Do After Inheriting Wealth: 4 Mistakes That Could Cost You Everything: Millions of Americans could face this issue
- [Samuel J. Dixon Honored in OBJ's 40 Under 40](https://oxfordadvisorygroup.com/blog/40_under_40/) - Co-Founder, Samuel J. Dixon, has been recognized by the Orlando Business Journal as one of Central Florida's 40 Under 40
- [What If Inflation Rises When I’m Retired?](https://oxfordadvisorygroup.com/blog/what-if-inflation-rises-when-im-retired/) - Inflation can erode your purchasing power during retirement, especially over 20–30 years. Building flexibility and some growth potential into your plan helps.
- [How Will My Retirement be taxed?](https://oxfordadvisorygroup.com/blog/how-will-taxes-impact-me-in-retirement-2/) - Taxes could potentially affect significant amounts of your retirement income. Withdrawals from IRAs, 401(k)s, and Social Security benefits may still be taxable.
- [How Will Taxes Impact Me in Retirement?](https://oxfordadvisorygroup.com/blog/how-will-taxes-impact-me-in-retirement/) - Taxes could potentially affect significant amounts of your retirement income.. Tax planning becomes more important once you start drawing from your savings.
- [How Can I Plan for Potential Long-Term Care Needs?](https://oxfordadvisorygroup.com/blog/how-can-i-plan-for-potential-long-term-care-needs/) - Planning for long-term care means preparing for possible healthcare costs later in life — and deciding how to fund them.
- [Is It Possible I Could Outlive My Savings?](https://oxfordadvisorygroup.com/blog/outlive-my-savings/) - Outliving your savings is a real concern, but not an inevitable one. Learn what needs to be in your plan to better help you adapt to life’s changes. Can I Outlive My Savings?
- [How Much Money Will I Need to Retire Comfortably?](https://oxfordadvisorygroup.com/blog/how-much-money-will-i-need-to-retire-comfortably/) - Your ability to retire comfortably depends on how your income is built. Social Security, pensions, annuities, and investment withdrawals may be coordinated
- [Why High-Net-Worth Retirees Are Turning to Focused Planning for 2026](https://oxfordadvisorygroup.com/blog/why-high-net-worth-retirees-are-turning-to-focused-planning-in-2025/) - It can be a tricky balance to maintain an affluent lifestyle while ensuring wealth lasts through not just retirement, but survives into an estate to pass down.
- [Chris Dixon on FOX News](https://oxfordadvisorygroup.com/blog/chris-dixon-on-fox-news/) - Christopher J. Dixon (Chris Dixon) was recently interviewed on Fox News where he shared some insights around potential strategies for Taxes and Estate Planning
- [Chris Dixon on Apple Podcasts](https://oxfordadvisorygroup.com/blog/chris-dixon-on-apple-podcasts/) - Listen to Chris Dixon interviewed on Apple Podcasts. Chris Dixon joined the show Influential Entrepreneurs with Mike Saunders to discuss key retirement elements
- [Redefining Wealth Strategies](https://oxfordadvisorygroup.com/blog/redefining-wealth-strategies-oxford-advisory-group/) - Christopher J. Dixon and Samuel J. Dixon, dedicated to innovative, tax-efficient retirement strategies and client education. Oxford Advisory Group
- [Oxford Advisory Wins Best Places to Work](https://oxfordadvisorygroup.com/blog/oxford-advisory-wins-best-places-to-work/) - Orlando Business Journal Results Oxford was listed in the top 5 companies by OBJ. Information for Best Places to Work was provided through surveys compiled by Quantum Workplace. Central Florida includes Brevard, Lake, Orange, Osceola, Seminole, and Volusia counties.
- [One Big Beautiful Bill for Florida Retirees](https://oxfordadvisorygroup.com/blog/one-big-beautiful-bill-for-florida-retirees/) - The One Big Beautiful Bill Act introduces significant tax and financial planning changes that directly impact wealthy retirees and estate planning.
- [Retirement and Estate Planning in Florida: A Guide for 2025](https://oxfordadvisorygroup.com/blog/retirement-and-estate-planning-in-florida-a-guide-for-2025/) - This guide aims to address frequently asked questions on Retirement and Estate planning in Florida to assist you in making better-informed decisions.
- [Oxford Retirement Navigation Map with Samuel J. Dixon - Featured in TIME](https://oxfordadvisorygroup.com/blog/retirement-navigation/) - Samuel J. Dixon, RFC, combines academic training with strategic planning through the Oxford Retirement Navigation Map aimed at long-term retirement success.
- [Pioneering Success: Christopher J. Dixon and Samuel J. Dixon](https://oxfordadvisorygroup.com/blog/pioneering-success-christopher-j-dixon-and-samuel-j-dixon/) - In the world of financial advisory services, few names shine as brightly as Christopher J. Dixon and Samuel J. Dixon, the co-founders of Oxford Advisory Group.
- [Retirement in Florida: Optimizing Wealth](https://oxfordadvisorygroup.com/blog/retirement-in-florida/) - Retirement in Florida offers high-net-worth individuals enjoyment in a state that combines financial advantages with an enviable lifestyle.
- [Oxford Retirement Navigation Map featured on USA Wire](https://oxfordadvisorygroup.com/blog/oxford-retirement-navigation-map-featured-on-usa-wire/) - Oxford Retirement Navigation Map: How Christopher Dixon’s Trademarked Process Is Revolutionizing Retirement Planning for Ultra-High Net Worth Clients.
- [Retirement Planning in Florida: Strategies for High-Net-Worth Individuals](https://oxfordadvisorygroup.com/blog/retirement-planning-in-florida-strategies-for-high-net-worth-individuals/) - Discover experienced retirement planning strategies for high-net-worth individuals in Florida. Learn tax plans, investment options, and wealth management tips.
- [Does a Younger Spouse Change Your RMDs?](https://oxfordadvisorygroup.com/blog/change-your-rmds/) - Does a Younger Spouse Change Your RMDs? When your spouse is more than 10 years younger, yes! RMDs are considered ordinary income, taxed at your income tax rate.
- [Christopher Dixon - MSN Top 10](https://oxfordadvisorygroup.com/blog/christopher-dixon-msn-top-10/) - Chris’s influence was recently recognized and he was named one of the "Top 10 Entrepreneurs Making an Impact in 2025" (MSN)
- [Is Your Tax Bill Too High? Learn These Strategies for Taxes in Retirement.](https://oxfordadvisorygroup.com/blog/is-your-tax-bill-too-high-learn-these-retirement-plan-strategies/) - 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 with me some basics for those looking to avoid overpaying taxes in their retirement. Here are things you should keep in mind as
- [Smart Money Match - Features Oxford](https://oxfordadvisorygroup.com/blog/smart-money-match-features-oxford-taxes-retirement/) - Working with a retirement focused advisor Many looking into retirement question whether or not they may benefit from working with a financial advisor. Retirees may choose to work with an independent financial advisor for various reasons. Concerns typically go beyond simple investing, concerns on taxation, social security, estate plans, and income planning often lead to
- [Why Retirees Should Consider Moving Investments into Safer, Low-Risk Options](https://oxfordadvisorygroup.com/blog/moving-investments-into-safer-low-risk-options/) - Why Retirees Should Consider Moving Investments into Safer, Low-Risk Options As retirement approaches, the strategies that served you well during your working years may need to shift to reflect your new financial priorities. While growth-focused investments like stocks might have been ideal for building your nest egg, the closer you get to or enter retirement,
- [Silicon Review "Oxford Advisory Group stands out from the rest"](https://oxfordadvisorygroup.com/blog/silicon-review-oxford-advisory-group-stands-out-from-the-rest-retirement-advisors/) - The Silicon Review Live Retirement with More Confidence: Oxford Advisory Group In the highly fast-paced world we live in, financial advisors play a crucial role in helping individuals and businesses manage their financial affairs. Financial advisors possess specialized knowledge in areas such as investment strategies, tax planning, retirement planning, estate planning, and risk management. Their
- [CGO of the Year (Retirement Financial Planning) – Florida 2025](https://oxfordadvisorygroup.com/blog/cgo-2025/) - C-Suite Insider Lists Oxford's Brad Swineheart as CGO of the year! As the Chief Growth Officer at Oxford, Brad has helped spearhead community engagement.
- [Christopher J Dixon is named one of Florida's top "Men of the Year"](https://oxfordadvisorygroup.com/blog/christopher-j-dixon/) - Christopher J Dixon Orlando Family Magazine just released its list of "Men of the Year" and co-founder Chris Dixon has made the list! Learn more by reading here We are excited to share this accomplishment and are proud of Co-founder and Author, Christopher J Dixon. Below is what the Orlando Family Magazine had to say
- [Carrying more debt longer than ever before](https://oxfordadvisorygroup.com/blog/carrying-more-debt/) - Americans are carrying more debt longer than ever before, this can impact retirement. Retirement planners—essentially a subset of the traditional financial planner—are specialized in helping people enjoy a stress-free life after finishing up in the workplace. Their job is to make sure that clients have the right tools in place to overcome any challenges that
- [Samuel Dixon - Interview with Business Innovators](https://oxfordadvisorygroup.com/blog/samuel-dixon/) - Samuel Dixon - Interview with Business Innovators Listen to the full episode now! Business Innovators Get to know Samuel Dixon with this exclusive interview. Learn more about the "why" behind Oxford, the passion he and his brother Chris have for helping retirees, and how their focus on taxation in retirement sets them apart. As a
- [Do I Need a Financial Advisor for My 401k](https://oxfordadvisorygroup.com/blog/401k-financial-advisor/) - Many individuals embark on the journey of setting up and managing their 401(k) plans with the best of intentions. They take pride in their financial independence and self-reliance, aiming to navigate the complex world of retirement savings solo. After all, the internet is brimming with resources, and countless DIY investment platforms promise ease and convenience.
- [Why You Should Use Wealth Management](https://oxfordadvisorygroup.com/blog/why-you-should-use-wealth-management/) - Managing wealth can be an intricate and challenging endeavor. This post dives deep into the basics of wealth management, including how it works, why you need it, and key differences between essential wealth management concepts. You’ll find helpful insights that can prepare you for your own wealth management endeavors. When you’re ready to
- [What is the Full Retirement Age?](https://oxfordadvisorygroup.com/blog/what-is-the-full-retirement-age/) - Preparing for retirement requires careful planning and consideration of many factors to ensure a comfortable and financially stable future. One of the primary aspects to understand about retirement is the concept of the Full Retirement Age (FRA). Read further to learn about the Full Retirement Age and how it pertains to planning for retirement.
- [How Long will My Retirement Savings Last?](https://oxfordadvisorygroup.com/blog/how-long-will-my-retirement-savings-last/) - Planning for retirement involves much more than accumulating a certain amount of money. It requires a thorough understanding of how long your retirement savings will last to ensure a comfortable and financially secure future. By gaining insights into the duration of your savings, you can make informed decisions, adjust your retirement strategy as needed, and
- [How Does an Annuity Work?](https://oxfordadvisorygroup.com/blog/how-does-an-annuity-work/) - Planning for retirement can be stressful, especially when it comes to financial stability. Knowing what options are out there to provide a stream of income to support your retirement lifestyle can help you navigate retirement planning. Annuities are one of the many different forms of retirement income available to you. We will walk you through
- [Achieving a Good Monthly Retirement Income: Strategies for Financial Security](https://oxfordadvisorygroup.com/blog/what-is-a-good-monthly-retirement-income/) - What is a Good Monthly Retirement Income? Planning for retirement involves various considerations, with one crucial aspect being the quest for a good monthly retirement income. In this blog post, we will explore the importance of a solid retirement income, factors to consider when determining it, average retirement income statistics, and tips to potentially maximize
- [How Much Should You Save For Retirement?](https://oxfordadvisorygroup.com/blog/how-much-should-you-save-for-retirement/) - Planning ahead and saving for retirement is one of the most crucial financial decisions you can make, and it can be one of the most challenging to navigate. There are many things to consider when preparing for retirement, such as health needs, travel wants, estate planning, downsizing, and more! With so many variables to weigh,
- [What to do in Retirement in Orlando, FL?](https://oxfordadvisorygroup.com/blog/what-to-do-in-retirement-in-orlando-fl/) - When preparing for retirement, it’s important to plan well to have everything ready when the day comes. Otherwise, you might end up running out of money halfway through your retirement, find yourself unhappy with the location you’ve chosen to settle down in, or even end up feeling bored or lost with little to occupy your
- [Ordinary Annuity vs Annuity Income](https://oxfordadvisorygroup.com/blog/ordinary-annuity-vs-annuity-income/) - Suppose you are currently preparing for retirement and are looking into annuities. In that case, you may have encountered the phrases “ordinary annuity” and “annuity income” and wondered what the difference was between the two. Retirement can be a confusing and stressful thing to plan for, but luckily, annuities are investment tools that can help
- [How Does Retirement Work?](https://oxfordadvisorygroup.com/blog/how-does-retirement-work/) - When the time comes to start planning for retirement, the process can seem very daunting. It’s a new stage of life that may seem unpredictable and confusing. It’s hard to know where to begin and how to achieve your dream retirement. While retirement can feel very intimidating, the truth is you can receive the freer
- [How to Save for Retirement](https://oxfordadvisorygroup.com/blog/how-to-save-for-retirement/) - If you’re having trouble deciding the best way to save for retirement, you aren’t alone. Preparing for this next stage of your life can feel daunting and confusing. It can be difficult to even know where to start. Luckily, there are some resources out there that can give you the tools you need to prepare
- [What is Annuity Income](https://oxfordadvisorygroup.com/blog/what-is-annuity-income/) - An income annuity describes a type of contract made between an investor and an insurance company. This agreement converts either a part or all of a consumer’s savings into a guaranteed stream of income. This flow of money can last a specified number of years or an entire lifetime, depending on the agreement that was
- [What is a Good Monthly Retirement Income for a Couple](https://oxfordadvisorygroup.com/blog/what-is-a-good-monthly-retirement-income-for-a-couple/) - What is a Good Monthly Retirement Income for a Couple The age-old question: What is a good monthly retirement income for a couple? Times have changed - and so has the answer to this question! This blog post will help you navigate the current retirement income landscape and determine a course of action
- [How Does a 401(k) Differ from an Individual Retirement Account (IRA)?](https://oxfordadvisorygroup.com/blog/how-does-a-401k-differ-from-an-individual-retirement-account-ira/) - When it comes to planning for retirement, it can all seem very confusing. It’s difficult to know what plan is best for you or what steps you need to start taking. Luckily, there are services and financial advisors set up to help you sift through the confusion and find the best method for you. Two
- [How Annuities Receive Favorable Tax Treatment](https://oxfordadvisorygroup.com/blog/how-annuities-receive-favorable-tax-treatment/) - Annuities are often considered during retirement planning due to their potential for favorable tax treatment. They serve as a financial tool that can offer a steady income stream during retirement. Understanding their tax implications is crucial for making informed decisions about your financial strategy. In this guide, we delve into the intricacies of
- [What is the Advantage of Investing Early For Retirement?](https://oxfordadvisorygroup.com/blog/what-is-the-advantage-of-investing-early-for-retirement/) - Retirement marks a significant phase of life where individuals transition from the active workforce to a period of leisure and relaxation — or even a different kind of work. This transition relies on financial preparedness to help someone maintain their desired retirement lifestyle. Retirement planning is crucial to ensure financial security and independence. Investing early

## Events

- [Test event 6969](https://oxfordadvisorygroup.com/event/test-event-6969/) - Testing 6969
- [Sample Event](https://oxfordadvisorygroup.com/event/sample-event/) - Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle. Attend this seminar to learn how addressing these concerns can help you feel more confident about the days ahead.
- [New Event](https://oxfordadvisorygroup.com/event/new-event/)

## Podcasts

- [Sample Podcast](https://oxfordadvisorygroup.com/podcast/sample-podcast/) - Sample Podcast Content.
- [Sample Podcast 2](https://oxfordadvisorygroup.com/podcast/sample-podcast-2/) - Sample Podcast Content.

## Staff Members

- [SAMUEL J. DIXON, RFC](https://oxfordadvisorygroup.com/staff-member/samuel-j-dixon/) - SAMUEL J. DIXON, RFC is focused on helping clients work toward their retirement dreams through a well-thought-out financial strategy for retirement. Samuel J. Dixon, managing partner of Oxford Advisory Group, is focused on retirement planning, IRA legacy planning, and investments for retirees, executives, and small-business owners. He routinely offers educational classes on taxes in retirement
- [CHRISTOPHER J. DIXON, RFC](https://oxfordadvisorygroup.com/staff-member/christopher-j-dixon-author/) - Author for publications and multiple books on Tax efficiency Frequents DC to discuss and weigh in on top of tax law Securing and enhancing wall street banking executive relationships FOUNDER Christopher Dixon, RFC, is an American Author and Co-Founder of Oxford Advisory Group. He is responsible for the company vision and business strategy. Chris focuses
- [[STAFF MEMBER NAME]](https://oxfordadvisorygroup.com/staff-member/staff-member-name/) - [FINANCIAL PROFESSIONAL NAME] is focused on helping clients work toward their retirement dreams through a well-thought-out financial strategy for retirement. [IF PROVIDED:] [FIRST NAME] got his start in the industry in [YEAR], as a [PREVIOUS ROLE, OR TELL STORY OF HOW THEY GOT TO WHERE THEY ARE TODAY AND WHY THEY ARE PASSIONATE ABOUT HELPING

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