As we enter 2021, OJM partner Jason O’Dell discusses the importance of maintaining a tax diversified portfolio with assets divided into three buckets. He outlines the advantages of an asset class that can help you build retirement wealth in a tax-free bucket to hedge against potential income tax increases.

Is Your Portfolio Ready for an Income Tax Increase?

People get more out of life when they can stop worrying about money. 

At OJM, we help improve your life by easing your anxieties about your financial present and future while helping you build and protect your wealth. Our entire firm is dedicated to the achievement of one goal — helping our clients build and preserve their wealth, while reducing taxes.

Offices in: Arizona | Florida | Ohio

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People get more out of life when they can stop worrying about money. At OJM, we help improve your life by easing your anxieties about your financial present and future while helping you build and protect your wealth. Our entire firm is dedicated to the achievement of one goal — helping our clients build and preserve their wealth, while reducing taxes. Offices in: Arizona | Florida | Ohio

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Is Your Portfolio Ready for an Income Tax Increase?

Is Your Portfolio Ready for an Income Tax Increase?