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Case Study: How Our Firm Helped Jane, a Retiree, Get Positioned to Save Over $1 Million in Taxes

Doug Oosterhart, CFP®

Jan 215 min read

Case Study: How Our Firm Helped Jane, a Retiree, Get Positioned to Save Over $1 Million in Taxes

What is Tax Planning? Here Are the Top 4 Ways We Help Clients Manage Taxes

Doug Oosterhart, CFP®

Nov 26, 20244 min read

What is Tax Planning? Here Are the Top 4 Ways We Help Clients Manage Taxes

Step Up in Basis: Taxes at Death for Non-Retirement Accounts

Doug Oosterhart, CFP®

Jan 4, 20245 min read

Step Up in Basis: Taxes at Death for Non-Retirement Accounts

J.P. Morgan's Guide to Retirement Updated for 2023

Doug Oosterhart, CFP®

Apr 28, 20232 min read

J.P. Morgan's Guide to Retirement Updated for 2023

What’s the Deal With the New “Mortgage Tax”?

Doug Oosterhart, CFP®

Apr 24, 20232 min read

What’s the Deal With the New “Mortgage Tax”?

J.P. Morgan's Guide to Retirement 2022

Doug Oosterhart, CFP®

Nov 29, 20223 min read

J.P. Morgan's Guide to Retirement 2022

WAYT S3E14: When does a Roth make sense?; Logistics of 401(k) Rollovers; Missing Market Downside

Doug Oosterhart, CFP®

Nov 21, 20221 min read

WAYT S3E14: When does a Roth make sense?; Logistics of 401(k) Rollovers; Missing Market Downside

WAYT S3E3: Are bonuses taxed at a higher rate than normal?; Investment account tax docs

Doug Oosterhart, CFP®

Feb 22, 20221 min read

WAYT S3E3: Are bonuses taxed at a higher rate than normal?; Investment account tax docs

Taxable Account Up, but 1099 Shows Losses. What Gives?

Doug Oosterhart, CFP®

Mar 1, 20212 min read

Taxable Account Up, but 1099 Shows Losses. What Gives?

Low Interest Rates: Great for Borrowers, Bad for Retirees - Why You Should Care

Doug Oosterhart, CFP®

Nov 2, 20204 min read

Low Interest Rates: Great for Borrowers, Bad for Retirees - Why You Should Care

What to Watch: Biden's Tax Policy Proposals

Doug Oosterhart, CFP®

Aug 11, 20203 min read

What to Watch: Biden's Tax Policy Proposals

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