Tax

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Variable Annuities: 3 Reasons Your Annuity Is A Bad Deal

Variable annuities are one financial product we rarely see clients purchase on their own.  The initial purchase is almost always done at the urging of a broker who earned a commission on the sale, with promises of guaranteed returns and protection from market risk.  Unfortunately, those returns and protection may end up benefiting the insurer…

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Tips for avoiding surprise taxes on capital gains

This article was originally published on WTOP on December 8, 2016. Nobody likes a surprises in their taxes, especially when it comes to their investments. Unfortunately, many investors don’t realize some investments distribute capital gains every year. Mutual funds are required to distribute substantially all net investment income to shareholders, and that can mean receiving unexpected…

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