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Leveraging Qualified Charitable Distributions
Leveraging Qualified Charitable Distributions
Navigating the tax code to identify tax planning opportunities is tricky for the average joe. Even Albert Einstein said, “The hardest thing to understand in the world is the income tax.” With tax season wrapping […]
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Navigating Mutual Fund Capital Gains Distributions: Unraveling the Phantom Income Tax
Navigating Mutual Fund Capital Gains Distributions: Unraveling the Phantom Income Tax
30 Nov 2023
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As an investor, you most likely have a clear goal in mind: to grow your wealth over time while minimizing risk. Mutual funds have long been a popular choice for investors in pursuit of this […]
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Making the Most of Retirement: Newfound Freedom
Making the Most of Retirement: Newfound Freedom
28 Nov 2023
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Congratulations on reaching the pivotal milestone of retirement! After dedicating so much of your time to your career, this accomplishment reflects your investment in time, education, and sheer determination. As you transition into this new […]
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How RMDs Work
How RMDs Work
22 Nov 2023
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A Required Minimum Distribution (RMD) from a retirement account is exactly what it says – required, mandated, a “must-do”.  It’s a specific, calculated amount that must be distributed from the account each year you live […]
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Texas Landowner Liability Acts: Protection For Your Operation, Land, and Heritage
Texas Landowner Liability Acts: Protection For Your Operation, Land, and Heritage
22 Nov 2023
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As a farmer, rancher, or landowner, you understand the importance of protecting your property. You spend countless hours tending to your land, livestock, and infrastructure, and you want to ensure that both your investment and […]
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LEADERSHIP TRANSITION PAVES WAY FOR NEW ERA AT BENTOAK CAPITAL®
LEADERSHIP TRANSITION PAVES WAY FOR NEW ERA AT BENTOAK CAPITAL®
15 Nov 2023
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FOR IMMEDIATE RELEASE Weatherford, TX, Nov. 15th, 2023 – BentOak Capital®, a leader in the private wealth management space, today announced key shifts in its executive leadership lineup. These changes not only signify the company’s […]
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Budget Is Not A Bad Word
Budget Is Not A Bad Word
15 Nov 2023
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Budgeting as a financial planning concept generally gets a bad rap. For many people, it conjures a scarcity mindset (“I can’t ever buy a latte at Starbucks”). For others, it’s simply boring: the idea of […]
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The Roth Conversion Window
The Roth Conversion Window
6 Nov 2023
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Retirement planning can be a complex and often daunting task, with numerous strategies and options to consider. One powerful tool that often goes underutilized is the Roth conversion. This financial maneuver allows you to optimize […]
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Do I Need a Trust?
Do I Need a Trust?
6 Nov 2023
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Many high net worth individuals will come to the point where they ask themselves the question, “Do I need a trust?” Estate laws can be confusing, and getting advice from an unqualified source can make […]
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