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Oak Wealth Advisors’ Publications | All

On Wednesday, March 22, 2017, the special needs community was able to breathe a collective sigh of relief.  The U.S....
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We were honored to be asked by Make It Better Magazine to provide advice about special needs financial planning. ...
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Over two years after the ABLE Act was passed, fewer than half of the fifty states are offering ABLE accounts....
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– Better than nothing, but just barely… Regardless of whom our next President is, for 2017, Social Security recipients will...
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The following summary comes from United Cerebral Palsy and their annual study of the special needs programs and resources available...
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CNBC Story on ABLE Accounts featuring Randi Gillespie and Mike Walther of Oak Wealth Advisors...
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Our recommendations for having successful Individualized Education Plan (IEP) meetings: Be Proactive.  Your role is equally important as the education...
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As of June 1, 2016, Ohio is accepting applications for 529 ABLE Accounts.  As we had anticipated, they are the...
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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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Before Signing Anything on Behalf of Someone Else, Talk to Your Special Needs Advisor.  Individuals lack the ability to sign documents...
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A year after Congress authorized ABLE Accounts as tax-free savings accounts for individuals with special needs, the Internal Revenue Service...
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The Senior Citizens Freedom to Work Act, passed in 2000, allowed seniors to continue working while receiving Social Security benefits....
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When it comes to retirement spending, everyone wants a simple rule for how much of their savings they can safely...
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Ideally, wealth creation would proceed on a path of steady growth.  However, investment risks exist which require patience, conviction, and...
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The following summarizes the United Cerebral Palsy’s annual study of the special needs programs and resources available across the country....
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