strategy Archives - OJM Group

reviewing tax and investment documents

Tax Diversification

April 15, 2023

By David B. Mandell, JD, MBA

financial advisor reviewing options

Tax-Loss Harvesting

October 15, 2021

By Adam Braunscheidel, CFP®

tax form 1040 eggs in basket

Reduce Your Tax Liability with a Mega Backdoor Roth IRA

September 13, 2021

By Bob Peelman, CFP®

Three Strategies to Implement for a Retirement-Ready Future

February 13, 2019

By David B. Mandell, JD, MBA

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