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…
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Annuity.org BlogNational Association for Fixed Annuities Presents Webinar Exploring Fixed Index Annuities
On November 9, 2022, the National Association for Fixed Annuities (NAFA) presented a webinar for members entitled, “Retiring with Confidence: A Case… -
From the Experts
From the Experts: Tax Loss Harvesting
As the 2022 calendar year draws to a close, it’s a good time to review your investments,… -
From the Experts6 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… -
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… -
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…
