Great Oak Wealth Management - Fee-only financial planning firm
Great Oak Advisors. A different kind of approach from a different kind of team. We are fee-only advisers passionate about guiding you through the...
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Best pages on Greatoakadvisors.com
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Using net unrealized appreciation (NUA) to reduce your taxes in retirement
Pre-retirees often overlook the tax impact of their company stock. Net unrealized appreciation (NUA) could save you meaningful tax dollars.
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Great Oak Wealth Management - Fee-only financial planning firm
A different kind of approach from a different kind of team. We are fee-only advisers passionate about guiding you through the ever-changing world of finance
Greatoakadvisors.com news digest
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3 years
Know the risks and rewards of a supplemental executive retirement plan (SERP)
A supplemental executive retirement plan (SERP) is a non-qualified employer-provided benefit typically offered to high-level employees. How, when, and what options are available to you regarding receiving that potentially substantial amount has repercussions...
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3 years
Is converting your term insurance the right answer?
As fee-only CERTIFIED FINANCIAL PLANNER®, professionals we at Great Oak Wealth Management do not sell life insurance. Our objectivity gives us a significant advantage in our review of existing policies and the gaps we find all too often in insurance...
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3 years
A SIMPLE IRA Plan can help small business owners achieve their retirement goals
A Savings Incentive Match Plan for Employees, referred to as a SIMPLE IRA, is a retirement plan specifically for small business owners. The SIMPLE IRA is a cost-effective, simple (duh) solution. It’s appealing for small business owners because it avoids...
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3 years
Using net unrealized appreciation (NUA) to reduce your taxes in retirement
Failing to prepare a comprehensive tax strategy is a quick way to turn your retirement into a not so rosy picture. Taxes impact retirees in many ways. You should coordinate each piece of your retirement income stream to create a proactive retirement...
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| Web host: | WPEngine, Inc. |
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| Updated: | October 16, 2023 |
| Expires: | November 15, 2024 |
| Created: | November 15, 2019 |
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