Oxford Investment Group Financial Services Raleigh, NC
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Which Retirement Plan Is Right For You?

Investment planning is far from a one-size-fits-all. An ideal portfolio should reflect employee demographics and keep pace with company growth and economic changes. Read our handout.

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Avoiding Probate

You want to avoid probate for your heirs and beneficiaries—this will save them both time and money. If any of your assets do not have direct beneficiaries, your heirs will have to open an Estate Account and all monies will have to pass through the Estate Account by law before heirs can receive their portion.

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Accounts for Minors: 529 Plans and UGMA Accounts

There are two types of accounts that can be set up for minors under the age of 18: 529 Education Accounts and Uniform Gift to Minors Act (UGMA) Accounts. The main goal for these accounts is typically for educational expenses, however funds from a UGMA account can be used toward the purchase of any items that are for the benefit of the child.

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