"Traversing the economic landscape"
Welcome to the Ostheim Financial Group web site! We are a full service company specializing in retirement and estate planning. Our main goal is to educate and assist individuals in reducing taxes while lowering overall risk and preserving assets.
Jeff Ostheim, president of Ostheim FINANCIAL GROUP, INC., and a Registered Representative of LPL Financial, has been working in the financial services industry for over 25 years. Jeff is dedicated to helping individuals develop sound and comprehensive investment strategy that fits various needs and objectives.
Feel free to browse our site. Knowledge is Power! You will find a variety of articles, research and reports that may help answer a question you have or stimulate another question. If you can not find the answer to your question, or would just like further information, click contact or call us at our toll free number. (1-877-225-2995)
Newsletters
-
Important Tax Breaks for Pass-Through Businesses
Some owners of pass-through businesses may be able to deduct up to 20% of their qualified business income and/or take generous deductions for investing in qualified property.
-
Closed-End Funds May Offer Higher Income
Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.
-
Goodbye Passwords, Hello Passkeys
As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.
Calculators
-
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
-
Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
-
Savings Accumulation
Estimate the future value of your current savings.