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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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.
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Avoiding Probate with a TOD Deed and TOD Account
In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
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Keeping Cool in Volatile Markets
Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.
Calculators
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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.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Savings Accumulation
Estimate the future value of your current savings.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.