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Home
About
Fiduciary Advisor
Value Proposition
Client Profiles
Services
Personal CFO
DIY Guidance
My Fees
Insights
Our Financial Plans
Investment Philosophy
Tax Strategies
Retirement University
Educational Content
Resources
Free Tools & Services
Book Reviews
FAQ
File Upload
Contact
Home
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Educational Content
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Videos
Introduction to income annuities
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:
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Blog
The Roth Conversion Page
Tax-efficiency of Charitable Giving Strategies
Your Social Security Statement, XML data, and More
The Computershare Nightmare
Missing Socks and Cost Basis
Exchange-traded Fund (ETF) Tax Efficiency
Tax Efficiency Part III: Asset Location
What To Do With Your Cash?
AAII 2021 Annuity Presentation
Bond Ladders & Income Annuities: Restoring the Sanctity of Fixed Income
Dividends: Theory and Empirical Evidence
Tax Efficiency Part II: Investment-related Taxes
Net Unrealized Appreciation (NUA)
Tax Efficiency Part I: Income Tax
Optimizing Fixed Annuity Tax Deferral
