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
How To Maintain Financial Health During COVID-19
With COVID-19 making headlines around the world, it’s normal to feel uncertain about many aspects of life right now, including your finances. Even if you don’t catch COVID-19, you could be financially impacted by the fallout. Throughout this tumultuous period, your...
Covid-19 could upend plans for older workers who want to retire
KEY POINTS The economic downturn prompted by the coronavirus comes at a particularly bad time for older workers. New research takes a look at how well those individuals may fare when it comes to working from home or finding new employment. Results are so-so. Older...
A Pandemic Problem for Older Workers: Will They Have to Retire Sooner?
They face particular challenges brought on by Covid-19 — issues, experts say, that could lead to retirement earlier than planned. Dorian Mintzer loves her work. A 74-year-old psychologist, coach and author, she has no plan to retire, and has continued to work during...
IRA Blog
TAX RULES FOR ROTH 401(K) DISTRIBUTIONS
By Ian Berger, JD IRA Analyst With more 401(k) plans offering Roth contributions and more folks taking distributions from their plans, now’s a good time to review the tax rules governing Roth 401(k) distributions. Qualified distributions. If your Roth 401(k)...
RMDS IN 2020: TODAY’S SLOTT REPORT MAILBAG
By Andy Ives, CFP®, AIF® IRA Analyst Question: Once the RMD’s for 2020 were suspended, I withdrew what would have been my RMD from my traditional IRA and deposited it in my Roth IRA. Can I now withdraw that amount from my Roth and repay it to my traditional IRA?...
RECHARACTERIZATION OF IRA CONTRIBUTIONS IS STILL HERE
By Sarah Brenner, JD IRA Analyst It happens. You have made a 2019 contribution to the wrong type of IRA. All is not lost. That contribution can be recharacterized. While recharacterization of Roth IRA conversions was eliminated by the 2017 Tax Cuts and Jobs Act,...
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.
