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  • Services
    • Financial Planning
    • Retirement Planning
    • Investment Management
    • Generational Planning
    • Tax Planning
    • Retirement Plan Consulting
    • Plan Participant Education
  • About
    • Our Story
    • Why Us?
    • Our Team
    • Our Process
    • FAQs
  • Insights
    • Your Money
    • Your Business
    • Your Retirement
    • Your Legacy
    • Your Freedom
    • Market & Investments
    • In the News
  • Tools
    • Risk Survey
    • Retirement Readiness Quiz
    • 401(k) Calculator
    • SECURE Act RMD Calculator
    • ROTH VS. TRADITIONAL IRA CALCULATOR
    • College Readiness Quiz
These examples are hypothetical only, and do not represent the actual performance of any particular investments. Investments in securities do not offer a fixed rate of return. Principal, yield and/or share price will fluctuate with changes in market conditions and when sold or redeemed, you may receive more or less than originally invested.
These calculators are designed to be informational and educational tools only, and when used alone, do not constitute investment advice. We strongly recommend that you seek the advice of a financial services professional before making any type of investment. The results presented by this calculator are hypothetical and may not reflect the actual growth of your own investments. CWM, LLC and its affiliates are not responsible for the consequences of any decisions or actions taken in reliance upon or as a result of the information provided by these tools. CWM, LLC is not responsible for any human or mechanical errors or omissions. All calculations based on existing laws at the time of page publication and are subject to change without warning.

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Oakeson Steiner Wealth & Retirement
(402) 461-3000
200 N. Burlington Ste. 200
Hastings, NE 68901

About

  • Our Story
  • Why Us?
  • Our Process
  • Our Team
  • Our Partners
  • Frequently Asked Questions

Services

  • Financial Planning
  • Investment Management
  • Retirement Planning
  • Generational Planning
  • Tax Planning
  • Retirement Plan Consulting
  • Plan Participant Education

Insights

  • Your Money
  • Your Business
  • Your Retirement
  • Your Legacy
  • Your Freedom
  • Market & Investments
  • In the News
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We proudly serve these areas:  Hastings, Grand Island, Kearney, Adams County, Clay County, Hall County, Webster County, Nuckolls County, Nebraska and 20 states across the United States.

OS Tax Services, LLC is not affiliated with CWM, LLC and is under separate ownership from any other named entity.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2025 CWM, LLC. All rights reserved. This content cannot be copied without express written consent of CWM, LLC. Wealth Designed. Life Defined. is a registered trademark of CWM, LLC and may not be duplicated.

Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Additional information about CWM, LLC and our advisors is also available online at www.adviserinfo.sec.gov. You can view our firm’s information on this website by searching for CWM, LLC or by our CRD number 155344.

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