Jim White, CFP®, EA, Author at Great Oak Wealth Management

25 Questions to Ask a Financial Advisor About Retirement

Preparing for retirement is one of the most important financial decisions you’ll ever make. Unlike other financial moves, you get […]

When you’ve built substantial wealth, taxes become one of your biggest challenges. It’s a good problem to have, but you

Retirement is a major transition for high-net-worth individuals and families. There’s a lot to look forward to, but also much

A Qualified Terminable Interest Property Trust (QTIP) is an estate planning tool that provides income for a surviving spouse while

When building wealth, your 50s are the prime of your life. A period of declining debt, peak earnings, and a

When it comes to estate planning, the concept of a stepped-up basis can be a powerful tool for reducing capital

Those just around the corner from retiring will have a way to sock away more money in their nest egg.

An in-kind distribution is an often overlooked yet simple process that could save taxes while maintaining investment allocation. They allow

A Qualified employee stock purchase plan (ESPP) is an employer benefit in which employees can purchase company stock through payroll

The Rule of 55 is a provision that allows penalty-free withdrawals from an employer retirement plan if you leave a