Sources we cite
Our guides cite primary sources; each guide shows its last-reviewed date.
Baldwin Financial has no account minimum and does not use a $250,000 minimum or a “starts around 1%” fee claim; see Form ADV Part 2A, Item 5, for how fees are set.
Oklahoma
- Oklahoma Tax Commission (OTC)
- Oklahoma College Savings Plan (oklahoma529.com)
- Oklahoma Statutes (OSCN)
Federal tax
Federal benefits
Retirement law
By guide
| Page | Sources | Last reviewed |
|---|---|---|
| Oklahoma PTE election and Form 586 | OTC Forms 586, 587-PTE (incl. 2026 Form 587-PTE), 512-S; OAC 710:50-3-47 | November 2, 2026 |
| Oklahoma College Savings Plan (529) | OAC 710:50-15-66; oklahoma529.com FAQ | October 28, 2026 |
| Estate planning for federal employees | tsp.gov; TSP Bulletin 23-2; OPM (FEGLI, SF 2823, survivor benefits) | October 28, 2026 |
| Leaving Devon Energy | Form ADV Part 2A (conflicts) | October 28, 2026 |
| Should my practice elect the Oklahoma PTE tax? | OTC S1, S3, S4, S6; IRS Notice 2020-75 | October 28, 2026 |
| Can W-2 physicians do a backdoor Roth? | IRS Pub 590-A; Form 8606 instructions; IRS IRA limits | October 28, 2026 |
Educational information only; not tax, legal, or accounting advice. Coordinate with your CPA and attorney. Fees and conflicts: Form ADV Part 2A at https://www.baldwin.financial/disclosures.