Blog & News | Oak Summit Wealth Management

Michael Randall Honored at the 2025 WealthManagement.com Industry Awards

Michael Randall, CFA, CFP®, EA, was honored as a Rising Star at the 2025 WealthManagement.com Industry Awards in New York City. In this recap, he shares what the recognition means, what it was like attending the black-tie gala at Cipriani 42nd Street as an introvert, and how it reflects Oak Summit Wealth Management’s commitment to helping clients align their investments, taxes, and estate planning with their long-term goals.

2025-09-08T22:35:43.077Z

The Hidden Tax Trap on Social Security and How to Plan Around It

Many retirees are surprised to learn that their Social Security benefits can be taxed in ways that push them into a much higher bracket than expected. This hidden “tax trap” doesn’t have to derail your retirement. With the right planning, you can keep more of your benefits and create a smoother income stream.

2025-09-02T13:58:50.262Z

Roth Conversions in 2025: How to Use the Pre‑RMD Window Wisely

Required minimum distributions do not have to be a yearly surprise. I walk through a calm process for timing withdrawals, coordinating withholding, using qualified charitable distributions when giving is a priority, and keeping an eye on Medicare and Social Security thresholds so taxes stay predictable.

2025-08-25T23:31:58.811Z

Michael Randall Named One of InvestmentNews’ Five-Star Financial Planners for 2025

We’re proud to share that Michael Randall, CFP®, EA, founder of Oak Summit Wealth Management, has been recognized as one of InvestmentNews’ Five-Star Financial Planners for 2025.

2025-08-25T23:24:54.963Z

Michael Randall Named Finalist in 2025 WealthManagement.com Industry Awards

Michael Randall, founder of Oak Summit Wealth Management, has been named a finalist for the Rising Star of the Year award in the 2025 WealthManagement.com Industry Awards, recognizing leadership and innovation in wealth planning.