THE OAK FINANCIAL GROUP, LLC.

121 East Myrtle St., Ste B Angleton, TX 77515

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Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.
Small Business: Coping with the End of De Minimis Imports

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.
Could an HSA Strengthen Your Retirement Strategy?

After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.