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

We'll explore how a 60-year-old with a $700,000 indexed annuity can use up to 4% annually to secure a $5 million life insurance policy...

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

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

Many individuals enter retirement with assumptions about their income that may not hold up under scrutiny.