strategy Archives | OJM Group

reviewing tax and investment documents

Tax Diversification

April 21, 2023

By David B. Mandell, JD, MBA

financial advisor reviewing options

Tax-Loss Harvesting

December 10, 2024

By Adam Braunscheidel, CFP®

tax form 1040 eggs in basket

Reduce Your Tax Liability with a Mega Backdoor Roth IRA

April 30, 2024

By Bob Peelman, CFP®

Three Strategies to Implement for a Retirement-Ready Future

July 5, 2024

By David B. Mandell, JD, MBA