[alert_box style="message" close="no"]Here is a link to the PDF: Optimizing Fixed Annuity Tax Deferral.[/alert_box] DISCLAIMER: This article discusses topics at the nexus of investments, annuities, and taxes. This article does not provide and should not be construed as providing tax advice. In order to assess tax benefits specific to annuities, we assume they are held…
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About: Aaron Brask
Recent Posts by Aaron Brask
Dividends: Theory and Empirical Evidence
[alert_box style="message" close="no"]Here is a link to the PDF: Dividends: Theory and Empirical Evidence.[/alert_box] OVERVIEW Building on the concepts presented in our Dividends Are Different article, here we present data and observations highlighting how dividends can protect investors from inflation and market volatility. While this content is relevant to other applications, we focus on it…
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Dividends Are Different
[alert_box style="message" close="no"]Here is a link to the pdf: Dividends Are Different.[/alert_box] OVERVIEW There has been abundant discussion regarding the utility of dividends. Many investment models rely on factors or other strategies in their attempt to increase returns or reduce volatility. These approaches generally focus on total returns and brush dividends under the rug. Some…
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Net Unrealized Appreciation (NUA)
[caption id="attachment_7673" align="aligncenter" width="395"] NET UNREALIZED APPRECIATION (NUA)[/caption] [alert_box style="message" close="no"]Disclaimer: Net unrealized appreciation (NUA) decisions involve both investment and tax considerations. However, the following is not tax advice. I suggest seeking advice from a qualified tax professional before making any decisions related to NUA, taxes, or tax planning.[/alert_box] Net unrealized appreciation (NUA) refers to…
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