[alert_box style="message" close="no"]Disclaimer: This article discusses topics at the nexus of investments and taxes, but does not provide and should not be construed as providing tax advice. Please contact your CPA or tax professional for guidance on tax-specific issues. [/alert_box] Note: Please see my video [icon name="youtube" prefix="fab" class="fa-2x"] discussion of this topic below or…
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About: Aaron Brask
Recent Posts by Aaron Brask
Tax Efficiency Part II: Investment-related Taxes
[alert_box style="message" close="no"]Disclaimer: This article discusses topics at the nexus of investments and taxes, but does not provide and should not be construed as providing tax advice. Please contact your CPA or tax professional for guidance on tax-specific issues. [/alert_box] Note: Please see my video [icon name="youtube" prefix="fab" class="fa-2x"] discussion of this topic below or…
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AAII 2021 Virtual Conference Presentation
I was honored to speak alongside some industry heavyweights at AAII's 2021 virtual conference. My topic was Using Income Annuities in Retirement. Here is a link to my (hour long!) presentation: https://lnkd.in/ehxXxScQ Note: For those who are interested, I provided a link to the conference in the YouTube video description. Readers interested in this topic…
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Bond Ladders & Income Annuities: Restoring the Sanctity of Fixed Income
[alert_box style="message" close="no"]Here is a link to the full article: Bond Ladders & Income Annuities[/alert_box] I spent some time on Google, but could not ascertain the origins of the term fixed income. Presumably, it was just a simple description given to investments where all of the related cash flows were dictated per contractual obligation. For…
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