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Retirement Solutions Archive.

10 Result(s) in the “Taxes” Category

Jun. 18, 2021

Locating Old Forgotten Retirement Plans and The Capital Gains Tax Hike

Get your free Oakmont Blueprint Ready to take the leap toward a more secure retirement? GET STARTED TODAY. We start with a…


Jun. 11, 2021

Retirement Concerns, Coach K, Why Tax Planning Is Not Tax Preparation

Get your free Oakmont Blueprint Ready to take the leap toward a more secure retirement? GET STARTED TODAY. We start with a…



Jun. 4, 2021

The Merits and Perils of Sophistication, Simplification, Complexity and Confusion

Get your free Oakmont Blueprint Ready to take the leap toward a more secure retirement? GET STARTED TODAY. We start with a…


May. 28, 2021

Retirement Regrets and Fear of Risk

Get your free Oakmont Blueprint Ready to take the leap toward a more secure retirement? GET STARTED TODAY. We start with a…



May. 7, 2021

A Few Thoughts on Target Date Funds, Tax Hikes, and Baseball

Get your free Oakmont Blueprint Ready to take the leap toward a more secure retirement? GET STARTED TODAY. We start with a…


Apr. 30, 2021

The Nature of Human Nature: Rookie Mistakes and Understanding Fees

Get your free Oakmont Blueprint Ready to take the leap toward a more secure retirement? GET STARTED TODAY. We start with a…



Mar. 12, 2021

Wealth Tax, Financial Mistakes, and Estate Planning

Get your free Oakmont Blueprint Ready to take the leap toward a more secure retirement? GET STARTED TODAY. We start with a…


Mar. 5, 2021

The Financial Transaction Tax + Shaq!

Get your free Oakmont Blueprint Ready to take the leap toward a more secure retirement? GET STARTED TODAY. We start with a…



Feb. 19, 2021

Are Stimulus Checks Taxable?

"The wise man bridges the gap by laying out the path by means of which he can get from where…


Feb. 4, 2021

Inheritance, Spending, And The Tide That Lifts All Boats

Get your free Oakmont Blueprint Ready to take the leap toward a more secure retirement? GET STARTED TODAY. We start with a…



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