Erik Klinger - Oak Gate Wealth Advisors

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

10/19/2026

An integral part of managing your personal finances involves properly maintaining your financial records. This is especially important in the event of a crisis or emergency so that you can quickly locate something if needed.

10/16/2026

Using trusts to gift your business is a technique whereby, rather than gift your business directly to your beneficiaries, you transfer ownership of your business to a trust and then name your children, grandchildren, or others as the beneficiaries of the trust. The entire business may be transferred...

10/14/2026

“Saving for college? Don’t stop at the 529.”
Most families hear “college savings” and think 529, full stop. But it’s not always the best fit on its own.

Other options worth exploring:

☑️Roth IRA: Contributions can come out anytime, and it still works for retirement if college plans change. Great for parents having children at older ages as well.
☑️401(k) and qualified plans: Retirement assets generally aren’t counted on the FAFSA, and some plans allow loans. You can start withdrawing at 59 1/2 which sometimes is the right time.
☑️Brokerage account: Total flexibility, with no restrictions on how you use the money.
☑️Cash flow planning: Planning beforehand can be the most important start.

The right mix depends on your income, timeline, and goals, and that’s where a plan makes all the difference. 💡

Not sure where to start? Let’s build your education strategy together. DM me to book a call and let’s plan this.
#529

10/14/2026

The answer depends on several factors.

10/12/2026

1 Contribution is fully deductible if minimum contribution amount is met and cost of token gift does not exceed maximum

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.

Address

10000 Washington Boulevard, Suite 600
Culver City, CA
90232

Telephone

+14243435126

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