Welcome to The Ostrove Group
The Ostrove Group Incorporated was established in 1965 by Mitchell Wm. Ostrove, CLU, ChFC. An acknowledged authority in the areas of business insurance, estate planning and financial analysis, he has spoken extensively throughout the United States and Internationally.
The Ostrove Group is a comprehensive planning organization for businesses, families, and high net worth individuals. By focusing on the areas of employee benefit plans, business and estate planning, and investment opportunities we assist our clients in saving money and helping to achieve their goals.
Check the background of Ameritas Investment Company, LLC., or this investment professional on FINRA's BrokerCheck http://brokercheck.finra.org
Newsletters
-
Mutual Funds: What’s in Your Portfolio?
Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
-
Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
-
Key Retirement and Tax Numbers for 2024
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Calculators
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
-
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
-
Credit Card Debt
How Long Will It Take to Pay my Balance?