Opinion: Every day, Oklahomans make careful decisions about how to save. A financial adviser in Edmond sits across from a wheat farmer outside Enid and maps out a retirement plan. A CPA in Marlow helps a small business owner like me look for a smart way to set aside extra income after covering payroll, expenses, and taxes.
More often than not, mutual funds are part the answer: they’re accessible, diversified, and don’t require the time or capital to pick individual stocks. What most of these savers don’t know is that the tax code is quietly working against them.
