A Few Words About Us
Led by Jeff Ingraham, Omaha Advisors prepares clients for their fiscal needs by focusing on asset management, income distribution and risk management.
The possession of wealth is an exceptional opportunity and responsibility. At Omaha Advisors our mission is to guide clients toward the effective and efficient stewardship of their financial resources. Our goal is to assist clients in defining their priorities and implementing a progress‐to‐plan approach to achieve financial goals and objectives, not just an investment return.
We understand that individuals face unique challenges as they prepare for retirement. We want clients to remain focused on their big picture while we focus on the details of helping them achieve financial goals in life.
Financial Services
Our primary goal is keeping our clients’ money safe from volatile and risky investments.
Learn MoreInsurance Services
Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.
Learn MoreWorkshop Schedule
Learn MoreEducational Videos
Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services
Learn MoreWeekly Newsletter
9 Signs You Are Not Financially OK to Retire
And one other reason to keep working Being ready to retire means more than being ready to stop waking up at 6:00 a.m. to put in long hours at a job you're not thrilled about. If it were that simple, most of us would retire at 25. What it really takes to retire is a...
Power-of-Attorney Abuse Can Drain Your Retirement Savings. Choose One Wisely.
Durable power of attorney is one of the most important and useful documents you will ever sign. It is also one of the most dangerous if it falls into the wrong hands. Your will controls what happens to your money after your death. But the power of attorney can...
Opinion: Why annuities can be a good addition to retirement investments
It’s a way to hedge against uncertainty The COVID-19 pandemic is making many Americans — whether they’re approaching retirement age or just starting out in their career — anxious about their finances, and retirement savings and plans. As a result, people are...
IRA Blog
INHERITED IRAS AND ROTH IRA ROLLOVERS: TODAY’S SLOTT REPORT MAILBAG
By Andy Ives, CFP®, AIF® IRA Analyst Question: My father passed away in 2019 and left me an IRA. Will the SECURE Act apply, or will it be grandfathered under the pre-2020 rules? Thank you. Aram Answer: Aram, Since your father passed away in 2019, we will default to...
10 THINGS YOU MUST KNOW BEFORE CONVERTING IN 2020
By Sarah Brenner, JD Director of Retirement Education The clock is ticking if you are considering converting your Traditional IRA to a Roth IRA in 2020. More IRA owners are making this move this year as historically low tax rates and COVID-related income losses have...
CAUTION: FOUR TAX BREAK DEADLINES RAPIDLY APPROACHING
By Ian Berger, JD IRA Analyst Thanksgiving is behind us, and the end of the year will be here soon. (Many of us are truly thankful for that!) This is a good time to remind you of certain tax breaks that will expire before we turn over the calendar to 2021. Many of...
Our Mission
Omaha Advisors sole focus is on serving pre-retirees and retirees. Our mission is to guide our clients toward effective and efficient stewardship of their financial resources, so they can pursue their lifelong aspirations.
