Oxford Financial Advisors

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

 

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What Is a Roth 401(k)?

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Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.