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 &…
Read more
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…
Read more
Optimizing Fixed Annuity Tax Deferral
[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…
Read more
Quantifying the Value of Retirement Accounts
This article quantifies the immense value in not having to pay taxes on investment income and rebalancing (i.e., dividends, interest, and capital gains) within retirement accounts.
- 1
- 2
