openPR Logo
Press release

Samuel Dixon, RFC Co-Founder of Oxford Advisory Group, Interviewed on the Influential Entrepreneurs Podcast

05-28-2024 03:26 PM CET | Business, Economy, Finances, Banking & Insurance

Press release from: Getnews

/ PR Agency: Authority Press Wire
Samuel Dixon, RFC Co-Founder of Oxford Advisory Group,

Image: https://authoritypresswire.com/wp-content/uploads/2024/05/Samuel-Dixon.png

Samuel Dixon discusses maximizing your legacy: tax-efficient planning for future generations.

Listen to the interview on the Business Innovators Radio Network: https [https://businessinnovatorsradio.com/interview-with-samuel-dixon-rfc-co-founder-of-oxford-advisory-group/]://businessinnovatorsradio.com/interview-with-samuel-dixon-rfc-co-founder-of-oxford-advisory-group/ [https://businessinnovatorsradio.com/interview-with-samuel-dixon-rfc-co-founder-of-oxford-advisory-group/] [https://businessinnovatorsradio.com/interview-with-samuel-dixon-rfc-co-founder-of-oxford-advisory-group/]

Taxes in retirement are a crucial aspect that is often overlooked but can have a significant impact on wealth preservation. In a podcast episode featuring Samuel Dixon, the co-founder of Oxford Advisory Group, it was emphasized that many individuals tend to neglect taxes in retirement without realizing the potential wealth that could be lost each year due to tax implications. Samuel stressed the importance of considering taxes with the end goal in mind - understanding the desired lifestyle in retirement and how much income can be retained after taxes.

One key strategy discussed in the episode was Roth conversions. By strategically converting funds from tax-deferred accounts to tax-free Roth accounts, individuals can potentially reduce their tax burden in retirement. This approach allows for tax-free growth and tax-free withdrawals in the future, providing a significant advantage in wealth preservation.

Moreover, Samuel pointed out the misconception that individuals often believe their tax bracket will decrease in retirement. However, factors like required minimum distributions can actually cause tax brackets to increase, especially in later years of retirement. By planning ahead and considering tax-efficient strategies, individuals can mitigate the impact of taxes on their retirement savings and ensure better wealth preservation for themselves and their beneficiaries.

Overall, the episode highlighted the importance of not overlooking taxes in retirement planning. By proactively addressing tax implications, individuals can better preserve their wealth, optimize their retirement income, and leave a lasting financial legacy for future generations.

Samuel shared: "T here are all different ways funds can be taxed in retirement. Especially middle-class people get hit with tax-deferred monies, which is ordinary income."

Video: https://www.youtube.com/embed/sAKUTk3k1dE?rel=0&modestbranding=0&rel=0&showinfo=1&controls=1&autohide=2&showinfo=0?ecver=2
Video Link: https://www.youtube.com/embed/sAKUTk3k1dE

About Samuel Dixon

As a managing partner of Oxford Advisory Group, Samuel J. Dixon is focused on retirement planning, taxation in retirement, and Estate Planning for retirees, executives, and small-business owners. He routinely teaches educational classes on Estate Planning, taxes in retirement, and developing a plan aimed at steady and reliable retirement.

Samuel, with his experience as an RFC, also contributes to articles that are featured in financial publications such as NASDAQ, Benzinga, MSN, and Newsbreak.

Samuel has passed the Series 65 securities exam and also holds his insurance licenses in Florida and South Carolina. Samuel graduated from the College of Business at Florida State University with a degree in risk management and insurance with a focus on financial planning and wealth management.

Samuel and his wife, Katie, are raising their three children, Clark, Callan, and Elowen. Samuel also enjoys coaching Clark in sports. He teaches youth at his church and enjoys boating on Lake Butler with his family.

Learn More: https://oxfordadvisorygroup.com/

Oxford Wealth Group, LLC is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. Oxford Wealth Group, LLC a financial services firm that utilizes insurance and investment products. Insurance products and services are offered and sold through Oxford Advisory Group. Oxford Wealth Group, LLC and Oxford Advisory Group are affiliated but separate entities.
Media Contact
Company Name: Marketing Huddle, LLC
Contact Person: Mike Saunders, MBA
Email: Send Email [http://www.universalpressrelease.com/?pr=samuel-dixon-rfc-cofounder-of-oxford-advisory-group-interviewed-on-the-influential-entrepreneurs-podcast]
Phone: 7202323112
Country: United States
Website: https://www.AuthorityPositioningCoach.com



This release was published on openPR.

Permanent link to this press release:

Copy
Please set a link in the press area of your homepage to this press release on openPR. openPR disclaims liability for any content contained in this release.

You can edit or delete your press release Samuel Dixon, RFC Co-Founder of Oxford Advisory Group, Interviewed on the Influential Entrepreneurs Podcast here

News-ID: 3516070 • Views:

More Releases from Getnews

Upstate Pressure Cleaning Expands Community Services to Keep Troy Neighborhoods Cleaner
Upstate Pressure Cleaning Expands Community Services to Keep Troy Neighborhoods …
Image: https://www.globalnewslines.com/uploads/2025/08/1756400489.jpg Upstate Pressure Cleaning has refined local operations to offer faster response times, improved coordination, and enhanced training for field crews. These updates arrive as property stewards and civic groups seek thoughtful surface restoration that preserves architectural character while addressing common maintenance challenges. The company's approach centers on respectful on-site conduct and clear communication. Rapid Response for Surface Defacement When public walls or private facades are marred by vandalism, quick intervention helps
Bestway Plumbing and Drain Expands Reliable Services in Woodbridge
Bestway Plumbing and Drain Expands Reliable Services in Woodbridge
Image: https://www.globalnewslines.com/uploads/2025/08/1756382161.jpg Bestway Plumbing and Drain is a trusted plumbing company serving Woodbridge and the surrounding areas with reliable, professional solutions. Specializing in drain cleaning, water heater services, installations, and emergency plumbing, the company combines advanced technology with expert craftsmanship to deliver dependable results for both residential and commercial properties. Bestway Plumbing and Drain has announced expanded services to meet the growing demand for high-quality plumbing solutions in the local community. With
Vision Marine Technologies Launches Dedicated EV Division at Nautical Ventures, Featuring Seabob as Flagship Electric Water Toy
Vision Marine Technologies Launches Dedicated EV Division at Nautical Ventures, …
FORT LAUDERDALE, FL - August 28, 2025 - Vision Marine Technologies Inc. (NASDAQ:VMAR) ("Vision Marine" or the "Company") a pioneer in high-voltage marine propulsion and multi-brand boat retail, today announced the launch of a dedicated electric boating division within Nautical Ventures Group. This strategic initiative is designed to provide customers with a complete EV-focused experience-encompassing sales, service, after-sales support, events, and a growing lineup of electric toys and watersports products. The
Berserk Store launches new Summer Collection for fans of the Dark Fantasy masterpiece
Berserk Store launches new Summer Collection for fans of the Dark Fantasy master …
The collection celebrates the legacy, artistry, and unbroken spirit of Kentaro Miura's manga Image: https://www.globalnewslines.com/uploads/2025/08/ff2092fc01cfc126857c6658be8a378e.jpg Berserk Store [https://berserkshop.com/], the ultimate destination for fans of Kentaro Miura's legendary manga, has unveiled its brand-new Summer 2025 Collection. This release arrives at a time when Berserk, a series that has sold over 70 million copies worldwide, is not only continuing under Kouji Mori's supervision but also cementing its presence across global pop culture through collaborations

All 5 Releases


More Releases for Samuel

Samuel Woods: Leading AccureOne's Revolution in Digital Finance
Image: https://lh7-rt.googleusercontent.com/docsz/AD_4nXcetDWhhruQozGS_v4EiQedyIpgnLb6E61fNugyL1dm9cp8aXQnNymCaqpm2vszXZ5rPF2M4TA_3hRKa66mGL-Cte2jiWGJso9gEJH9ynvUsGQzVFT9MF37j4GIrJe7LYMXfX_5HQ?key=19FAKG91i8jAQ_t_Hvu6gFat Samuel Woods, an influential leader in fintech, hails from Canada, where his career began as a junior software engineer at a major Canadian bank. In this role, he immersed himself in the intricacies of digitizing financial services, sparking his fascination with how technology could transform banking. Through hands-on experience, Samuel witnessed firsthand how digital tools could streamline processes, enhance security, and improve customer experiences. This early interest blossomed as
Monjur Welcomes Samuel Teal as New Contract Platform Specialist
Southlake, Texas - May 14, 2024 - Monjur [https://monjur.com/], a SaaS-enabled legal service providing contracting solutions for the IT industry, proudly announces the appointment of Samuel Teal as its newest Contract Platform Specialist. With his extensive experience in contract and project management, combined with his technical skills, Teal is an exciting addition to the Monjur team. Prior to joining Monjur, Teal worked with powerhouses like Lincoln Financial Group and the Federal
SAMUEL GÄRTNER | NYFW
The fashion designer Samuel Gärtner realizes his plans for an international career. On February 13, his first fashion show outside of Germany will take place at New York Fashion Week (NYFW23). He wants to reach more people and inspire them with his art. His new collection is a mix of Gothic, Punk and Glam. Samuel's fashion stands for individuality and the free expression of personality. As a designer, he creates clothes not
Author Samuel Narh Releases New Children's Book - Elle of Portuana
Author Samuel Narh Releases New Children's Book - Elle of Portuana Author Samuel Narh is pleased to announce the release of his new children's book, Elle of Portuana. The book is about environmental stewardship. Assist Elle to plant more trees across the world. Elle is from a small town by the beach named Portuana. She loves trees, nature, and saving money. This picture book takes a child into Elle's world. The
“The Laundrywoman” by Samuel Caulcrick is published
ISBN #978-1789554069 “The Laundrywoman” by Samuel Caulcrick is published About the Book: The global shift of conventional bank savings accounts to stocks in the 1990s inspired a purposefully created investment conglomerate, whose methods made the mafia ownership of Laundromats across the U.S.A in the seventies pale in comparison. From little-known oil-soaked islands in West Africa, The Farm, a rogue organisation, sprung from the ruins of the Bank of Credit and Commerce International, BCCI. It
Global Metal Strapping Market 2019 - Signode, Samuel Strapping, Baosteel, Anshan …
This new report by Eon Market Research, titled “Global Metal Strapping Market 2019 Research Report, 2015 – 2025” offers a comprehensive analysis of Metal Strapping industry at a global as well as regional and country level. Key facts analyzed in this report include the Metal Strapping market size by players, regions, product types and end industries, history data 2014-2018 and forecast data 2019-2025. This report primarily focuses on the study