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Award Winning Special Needs Financial Planning Firm*
Special Needs
Special Needs Services
Special Needs Resources
Blog
Top 10 Recommendations
Presentation Calendar
Our Podcasts
In The Media
Fiduciary Wealth Management
Our Principles
Core Concepts & Services
Our Deep Rooted Thoughts
Our People
Our People
Contact • Locations
FAQ
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Posts filed under: 2016 Deep Rooted Thoughts
Deep Rooted Thoughts Archive
2016 Deep Rooted Thoughts
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2017 Social Security Benefits Update
by
Oak Wealth Advisors Team
October 26, 2016
2016 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
– Better than nothing, but just barely… Regardless of whom our next President is, for 2017, Social Security recipients will...
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How Can I Minimize the Taxes on My IRA Account?
by
Oak Wealth Advisors Team
March 31, 2016
2016 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
0
IRAs and qualified retirement plans like 401(k)s, 403(b)s, and 457(b)s are among the most tax-inefficient assets to leave your...
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