From the Experts
Key Metrics for Income-Oriented Investors
Unless you’ve been living off-the-grid, it should come as no surprise that interest rates are on the…
Thomas J. Brock, CFA®, CPA
November 30, 2022
Annuity.org News & Blog
Annuity.org strives to deliver the latest news in annuity regulation, finance and retirement planning. Our professional journalists conduct in-depth research and exclusive interviews with financial advisors and advocates to keep you informed. Retirement income experts and CFPs ensure accuracy and relevance, so you can trust you’re getting the news you need now.
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Annuity.org BlogNational Association for Fixed Annuities Presents Webinar Exploring Fixed-Indexed Annuities
On November 9, 2022, the National Association for Fixed Annuities (NAFA) presented a webinar for members entitled, “Retiring with Confidence: A Case…
Jennifer Schell November 21, 2022 -
From the ExpertsFrom the Experts: Tax Loss Harvesting
As the 2022 calendar year draws to a close, it’s a good time to review your investments,…
Thomas J. Brock, CFA®, CPA November 14, 2022 -
From the Experts
6 Tips To Build a Conservative Investment Portfolio
Over the past decade or so, investors have experienced historically low levels of volatility. This is largely due to the unprecedented fiscal intervention employed…
Thomas J. Brock, CFA®, CPA October 24, 2022 -
Annuity.org BlogNew 2023 IRS Brackets Can Save Tax Filers Money
To help prevent taxpayers from being taxed in higher income brackets, over 60 tax provisions received annual inflation adjustments for 2023. The adjustments were…
Lindsey Crossmier October 24, 2022 -
From the Experts
5 Commonly Missed Deductions for Individual Tax Returns
Soon, it will be time to file your 2022 tax returns, and advance preparation is important. To prepare, you can gain an awareness of…
Thomas J. Brock, CFA®, CPA October 24, 2022
