Watch For How Your Annuity Is Taxed
Annuities offer the ability to provide steady income for a participant’s life. However, there are tax implications to consider.
Aaron Levitt
Aaron Levitt is an independent investment analyst and author living in State College, Pennsylvania. His work appears in several high profile publications in both print and on the web. As an advocate for long-term globally oriented investing, Aaron believes that exchange traded funds have leveled playing field for Main Street. Following global macro-economic trends, investors now have several avenues to create great long term portfolios. Aaron is a graduate of The Pennsylvania State University where he studied Economics and International Business. Aside for helping regular investors develop winning portfolios, his current projects include writing his first book about investing in North America’s changing energy landscape.
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Watch For How Your Annuity Is Taxed
Annuities offer the ability to provide steady income for a participant’s life. However, there are tax implications to consider.
Annuities Could Help With Sequence Risk
The recent market malaise has brought sequence of returns risk back into the headlines. By purchasing an annuity, investors can eliminate much of that risk
Annuities Could Help With Sequence Risk
The recent market malaise has brought sequence of returns risk back into the headlines. By purchasing an annuity, investors can eliminate much of that risk
Cash Is Not Trash With Active ETFs
Thanks to the flurry of active ETFs in the cash and limited-duration bond space, investors have plenty of opportunity to pick up plenty of risk-free yield.
Cash Is Not Trash With Active ETFs
Thanks to the flurry of active ETFs in the cash and limited-duration bond space, investors have plenty of opportunity to pick up plenty of risk-free yield.
Do Gift Annuities Now Make Sense?
Thanks to changes in interest rates and the tax picture, charitable gift annuities make a lot of sense these days for investors.
Do Gift Annuities Now Make Sense?
Thanks to changes in interest rates and the tax picture, charitable gift annuities make a lot of sense these days for investors.
The Time Is Now For Muni CEFs
By combining the tax-free nature of munis with the power of already buying at discount/higher yields of a CEF, investors are looking at a very interesting package.
The Time Is Now For Muni CEFs
By combining the tax-free nature of munis with the power of already buying at discount/higher yields of a CEF, investors are looking at a very interesting package.
Portfolio Concentration Risk Is Real
Thanks to the fact that tech has led for so long, many of the major indices are now very overweight in the sector, which is a huge issue now that tech has begun to lag.
Portfolio Concentration Risk Is Real
Thanks to the fact that tech has led for so long, many of the major indices are now very overweight in the sector, which is a huge issue now that tech has begun to lag.
ESG Stocks Have Less Risk
A whole slew of academic studies has now shown that ESG-heavy equities may actually reduce the overall risk of a portfolio.
ESG Stocks Have Less Risk
A whole slew of academic studies has now shown that ESG-heavy equities may actually reduce the overall risk of a portfolio.
Tontines: The Latest Retirement Planning Craze
The contracts originally designed to fund wars during medieval times are attracting serious attention from the financial planning and defined benefit community.
Tontines: The Latest Retirement Planning Craze
The contracts originally designed to fund wars during medieval times are attracting serious attention from the financial planning and defined benefit community.
Invest In Your HSA Today
For retirement success, using HSA first could be the best strategy for long-term wins.
Invest In Your HSA Today
For retirement success, using HSA first could be the best strategy for long-term wins.
The Fed Hikes Again: Will It Be Enough?
The question is, when will the pace and size of the Fed’s interest rate moves start to moderate in an attempt at a soft landing?
The Fed Hikes Again: Will It Be Enough?
The question is, when will the pace and size of the Fed’s interest rate moves start to moderate in an attempt at a soft landing?
Tax-Loss Harvesting Works For Fixed Income Too
Thanks to the shift in rates and rising inflation, investors may have a once-in-a-lifetime opportunity to gain some significant tax benefits in their bond portfolios.
Tax-Loss Harvesting Works For Fixed Income Too
Thanks to the shift in rates and rising inflation, investors may have a once-in-a-lifetime opportunity to gain some significant tax benefits in their bond portfolios.
The SEC Takes Aim at ‘Greenwashing’
The media has dubbed this ‘greenwashing’ and the SEC is taking a note of it.
The SEC Takes Aim at ‘Greenwashing’
The media has dubbed this ‘greenwashing’ and the SEC is taking a note of it.
The SECURE 2.0 Act Is Coming
With the bill being tossed around Congress, Americans have another set of powerful tools and provisions to use in order to save for retirement.
The SECURE 2.0 Act Is Coming
With the bill being tossed around Congress, Americans have another set of powerful tools and provisions to use in order to save for retirement.
CEO Pay To Be a Big ESG Issue
As wage gaps continue to grow, executive compensation is now in the crosshairs of ESG investors.
CEO Pay To Be a Big ESG Issue
As wage gaps continue to grow, executive compensation is now in the crosshairs of ESG investors.
Investors Could See a LIFE-line in Their 401ks
Building on the momentum of the _SECURE Act_, a new bill in Congress may make the job of having lifetime income that much easier.
Investors Could See a LIFE-line in Their 401ks
Building on the momentum of the _SECURE Act_, a new bill in Congress may make the job of having lifetime income that much easier.
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