Erik Klinger - Oak Gate Wealth Advisors

Erik Klinger - Oak Gate Wealth Advisors Financial Advisor, AWMA®, CRPC®, CEPA® - Oak Gate Wealth Advisors

10/09/2026

Here is how you can correct errors on your credit report.

10/08/2026

SECTION 1035: SKIP THE TAX!
Section 1035 of the Tax Code, allows you to move an old annuity to a new one, without triggering taxes on the switch, as long as it’s done properly.
☑️Move to a solution that can offer downside protection
☑️Keep your money tax-deferred
☑️No tax on the transfer
Things to Know:
➡️A new contract can offer new features - review carefully
➡️A second set of eyes from an independent advisor can help
You or a relative own an older annuity? Send me a message and let’s review it.

10/07/2026

If the value of your stocks, bonds, or other capital investments has increased substantially, there are a few steps you can take to minimize taxation. These include timing the sale of your capital assets, using capital losses effectively, and passing assets to heirs at your death. In addition, you m...

10/05/2026

GOT RSUs or STOCK OPTIONS?
Your RSUs Might Be Costing You More Than You Think.
Most people with equity comp Don’t Realize:
➡️RSU withholding is not always equal to your tax owed
➡️ISO can trigger AMT, The Alternative Minimum Tax
➡️Too much company stock = concentration risk
The window to plan closes December 31st.
Watch to the end, then DM me “EQUITY” for a second set of eyes on your stock comp.

10/05/2026

The first step in the financial planning process should be to calculate your net worth.

10/04/2026

Family comes in all shapes and sizes.

10/02/2026

A couple of federal personal tax credits were available for the installation of certain energy efficient or clean energy property in your home. Under the One Big Beautiful Bill Act (OBBBA), these credits have expired for any property placed in service after December 31, 2025.

10/02/2026

Today is the Deadline. ⏰
If you’re a business owner who wants a new Safe Harbor 401(k) for this year , it generally needs to be set up by October 1st.
Here’s why business owners like this plan:
✔️Skip the annual no discrimination testing
✔️Owners can max out their own contributions
✔️A strong benefit to attract and keep great employees
Missed today? You still have options, and now is the perfect time to plan for next year. Don’t wait until December. DM me to see if a Safe Harbor 401(k) fits your business.

09/30/2026

Generally, the process for buying a house that is for sale by owner is the same as with a real estate agent.

09/25/2026

If you meet certain conditions, you can set up and contribute to an IRA (traditional or Roth) for your spouse, even if he or she receives little or no taxable compensation for the year of the contribution. Such an IRA is commonly referred to as a spousal IRA. A spousal IRA is not, however, a special...

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10000 Washington Boulevard, Suite 600
Culver City, CA
90232

Telephone

+14243435126

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