
News – Page 14
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Annuity.org BlogOn November 9, 2022, the National Association for Fixed Annuities (NAFA) presented a webinar for members entitled, “Retiring with Confidence: A Case…
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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 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… -
Annuity.org Blog
New 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… -
Annuity.org Blog
Annuity.org Expert To Lead Bloomberg Tax Lunch and Learn Presentation
Rubina K. Hossain, a Certified Financial Planner™ and one of Annuity.org’s esteemed financial experts, will lead a virtual presentation as part of…