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
JPMorgan’s Kelly: Welcome to the ‘Back Roads of the Economy’
Recovery is starting quickly as states reopen, but the journey gets bumpier from here, Kelly and fellow strategist David Lebovitz warn. There is still a long way to go before the United States has a full economic recovery and it is therefore wise for investors to be...
Concerned about market volatility? Here’s one way to protect your retirement savings.
Now that we’ve entered a bear market for the first time since 2009, many pre-retirees are likely asking questions about the impact on their retirement savings. Will the stock market sell-off wipe out years of growth in their 401(k)s? Are there any steps that can be...
My Retirement Plan Is You
Americans without retirement savings are increasingly moving in with their millennial children. Sian-Pierre Regis, 35, is used to living with roommates. For the past 10 years, he has split the rent on his apartment in the Chelsea neighborhood of Manhattan with two (in...
IRA Blog
OPENING AN IRA ACCOUNT AND IRA ROLLOVERS: TODAY’S SLOTT REPORT MAILBAG
By Sarah Brenner, JD IRA Analyst Question: Hello, I am aware of the IRA one-rollover-per-year rule. What I can’t find is if a married couple that files jointly violates the rule if they each do a rollover from their own individual IRAs? For example: One person has an...
TOP 12 RMD WAIVER QUESTIONS
By Andy Ives, CFP®, AIF® IRA Analyst As we have written on many occasions, the “Coronavirus Aid, Relief, and Economic Security Act” (CARES Act) waives required minimum distributions (RMDs) for 2020. This waiver applies to company savings plans and IRAs, including both...
A ROUNDUP OF RECENT DOL AND IRS RETIREMENT PLAN GUIDANCE
By Ian Beger, JD IRA Analyst There’s been a flurry of recent government regulation of company retirement plans. Here’s a quick summary: Electronic Disclosure of Retirement Plan Documents On May 27, 2020, the Department of Labor published a final regulation making it...
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.
