[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 I: Income Tax
[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 Annuity 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 the (hour-long!) video: You can also watch directly on YouTube by clicking here: https://lnkd.in/ehxXxScQ [hr] You may also want to read my other articles on annuities and income: Bond Ladders &…
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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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