Strategies to Reduce Volatility and Improve Tax Efficiency

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OJM Group

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OJM Group, LLC. (“OJM”) is an SEC registered investment adviser with its principal place of practice in the State of Ohio. SEC registration does ...
read more ↘ not constitute an endorsement of OJM by the SEC nor does it indicate that OJM has attained a particular level of skill or ability. OJM and its representatives are in compliance with the current notice filing and registration requirements imposed upon registered investment advisers by those states in which OJM maintains clients. OJM may only transact practice in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. For information pertaining to the registration status of OJM, please contact OJM or refer to the Investment Adviser Public Disclosure web site www.adviserinfo.sec.gov.

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This presentation contains general information that is not suitable for everyone. The information contained herein should not be construed as personalized legal or tax advice, or as a recommendation of any particular security or strategy. There is no guarantee that the views and opinions expressed in this article will be appropriate for your particular circumstances. Tax law changes frequently, accordingly, Information presented herein is subject to change without notice. You should seek professional tax and legal advice before implementing any strategy discussed herein.
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Strategies to Reduce Volatility and Improve Tax Efficiency

By OJM Group FEATURING Jason O'Dell, Michael Lewellen

1,155 views

February 28, 2018

Click here (http://www.ojmgroup.com/WMMSVUMEDI) for your free hardcopy or ebook download of OJM’s newest ...
read more ↘ book Wealth Management Made Simple. In this video, OJM Group Principal Jason O’Dell and Director of Financial Planning Michael Lewellen present strategies to reduce volatility while improving the tax efficiency of your portfolio. They discuss the types of cash value life insurance and the benefits of including this asset class in a diversified retirement strategy.
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