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
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Moving to Another State? Consider These Tax Moves
Moving to a new state may have tax consequences that can follow you long after you settle in.
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Foreign Stocks Outperformed in 2025
Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.
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Making It Make Sense: The Roth 5-Year Rule
Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.
Calculators
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.