Insights and Strategies for Financial Success: The BD Oxford Financial Blog

Expert Advice on Retirement Planning, Investment Strategies, Wealth Preservation, and Insurance From Templeton, Ca

Justin Oxford

May 283 min read

Retirement Double Dipping - It's Good Until the Tax Man Comes. Tax Efficient Retirement Withdrawal Strategies with BD Oxford Financial.

By using Tax Efficient Retirement Withdrawal Strategies and converting your retirement accounts to Roth IRAs, you can dramatically reduce yo

Justin Oxford

Feb 155 min read

Divorce the IRS in Retirement: Unlock Your Financial Freedom with BD Oxford Financial's Roth IRA Conversion

Exemption from Required Minimum Distributions (RMDs) Arguably the greatest of the many potent advantages Roth IRAs hold over other retire...