Aaron Brask Capital

I am thrilled that the NEW YORK TIMES quoted me and highlighted my educational content on tax planning. The cherry on top was getting quoted right between two industry experts whom I greatly respect and have learned a great deal from.

Opinion | Think You’ve Planned for Retirement? Beware the Tax Torpedo. The complicated way Social Security is taxed can catch middle-income earners by surprise.

A more recent photo ...

LOWER YOUR TAXES DURING RETIREMENT via account-specific withdrawal strategies! Many planners use software that assumes you spend down your taxable accounts first, then tax-deferred (e.g., traditional IRA), and tax-free accounts (e.g., Roth) last. However, this approach can result in paying significantly more taxes than necessary. This video explains why it is important to optimize your withdrawal strategy:

Retirement Withdrawal Strategies - Which Accounts and When? This video explains the importance of utilizing an optimized withdrawal strategy. Most financial planners and planning software default to the conventional w...

Nearing or already in retirement? I am hosting TAXES IN RETIREMENT workshops next week (6-730 pm on Tues, the 26th, and Thurs, the 28th @ Cox Science Center & Aquarium). More information and registration links can be found here: https://www.aaronbraskcapital.com/events/

Events Events - Aaron Brask Capital |

Retirees should watch out for the Social Security tax torpedo & capital gains bump zone as they can more than QUADRUPLE your marginal tax rate. This video explains how capital gains and income taxes interact with Social Security - making for a dangerous cocktail! Watch now: https://www.aaronbraskcapital.com/tax-torpedo-video/

'Tis the Season for Roth Conversions!

Roth conversions can be a powerful financial planning tool. However, many people do not understand or account for all the variables required to optimize this strategy. This article highlights some of the relevant factors and logistics.

https://www.aaronbraskcapital.com/roth-conversions/

I see this over and over when looking at portfolios. It looks like someone is doing a lot of work, but the portfolio is just the overall market being repackaged with more fees. Read more here: https://www.aaronbraskcapital.com/repackaging-pet-peeve/

Hi everyone! As we enter Q4, end-of-year planning may involve charitable giving. Here are some simple and tax-efficient strategies for giving to the causes that matter most to you: https://www.aaronbraskcapital.com/charitable-giving/

Would you like to learn about TAXES IN RETIREMENT? I am hosting two educational workshops at the Wellington Community Center next week (Sept 19 + 21, 6-7:30 p.m.). Attendance is free but you must register in advance. More details here: https://www.aaronbraskcapital.com/events/
Signup directly here: https://www.eventbrite.com/e/taxes-in-retirement-hosted-in-wellington-fl-tickets-696154255117

Taxes in Retirement hosted in Wellington, FL Seats are limited, reserve your tickets now!

MISSING SOCKS & MISSING STOCK COST BASIS DATA! These are both common issues but the latter can directly impact your taxes: More (less) cost basis => less (more) capital gain = less (more) taxes! Here are some ideas for dealing with missing cost basis data.

https://www.aaronbraskcapital.com/missing-cost-basis/

After years of near-zero interest rates, I keep seeing idle cash lying around. DON'T LET BANKS KEEP THE INTEREST ON *YOUR* MONEY! Here are a few low-risk options for investing your cash: https://www.aaronbraskcapital.com/what-to-do-with-your-cash/

Hi again! In addition to the video (see my previous post) I made on asset location (not to be confused with asset allocation), I published an article describing this simple and easy way to lower your taxes. Please let me know what you think! https://www.aaronbraskcapital.com/tax-efficiency-part-iii-asset-location/

Hi everyone! Asset location (not to be confused with asset allocation) can be a simple and easy way to lower your taxes. Please watch my video to learn about asset location and how it can help you reduce your tax bills:
https://www.youtube.com/watch?v=gp81vR8K004

Financial Planning: Tax Efficiency Part III (Asset Location) Here I discuss strategies for asset location. In particular, I discuss two rules of thumb for deciding what accounts to place your assets in (e.g., taxable ...

Hi everyone - If you know someone who may be interested in working in the investment advisory business or someone who already does but might like to investigate other opportunities, please share the following link with them: https://www.aaronbraskcapital.com/now-hiring/
Any and all help much appreciated!

NOW HIRING - Aaron Brask Capital BACKGROUND Aaron Brask Capital, LLC is an independent registered investment advisor (RIA) located in Lake Worth Beach, Florida. We focus Continue Reading

Aaron Brask Capital updated their phone number.

REDUCE YOUR TAXES! Last week I posted a video on investment-related taxes. Here is the companion article that has a few more details. I know the tax filing deadline just passed but let's start planning for the future!
https://www.aaronbraskcapital.com/tax-efficiency-part-ii-investment-related-taxes/

Tax Efficiency Part II: Investment-related Taxes - Aaron Brask Capital Note: Please see my video discussion of this topic below or other videos on my videos page. You may also Continue Reading

Hi everyone! I just created another video highlighting strategies to reduce taxes. My last video discussed income tax but this one focuses on investment-related taxes (i.e., taxes on dividends, interest, capital gains, etc.). Your feedback is much appreciated but please like, subscribe, and share if you find these helpful. https://www.aaronbraskcapital.com/financial-planning-investment-related-tax-video/

FINANCIAL PLANNING: INVESTMENT-RELATED TAX (VIDEO) - Aaron Brask Capital Given the many conflicts of interest, it is important to understand what type of financial professional you may be working with.

Hi everyone! If you or someone you know has questions about Social Security or taxes in retirement, I am giving three seminars in the coming weeks:
- 6-7:30 pm Thursday, March 24th: Maximizing Social Security
- 6-7:30 pm Tuesday, March 29th: Maximizing Social Security
- 9-11 am Saturday, April 9th: Tax Efficiency in Retirement
More details and registration here: AaronBraskCapital.com/events/
I hope to see you there!

Events - Aaron Brask Capital Events - Aaron Brask Capital |

Hi everyone! I published a video on financial planning two weeks back. Here is the companion article that includes a few more details: https://www.aaronbraskcapital.com/tax-efficiency-part-i-income-tax/

Tax Efficiency Part I: Income Tax - Aaron Brask Capital Many (most?) people I encounter tend to focus on investing and returns. Of course, this is an important part of Continue Reading

Happy holidays to all! I wish you and yours a joyous time of togetherness filled with the magic and wonder of this time of year. May this season bring you many happy memories!

In the spirit of giving, I have created a FREE STUFF page (link below) on my website. I have always shared my research without charge and offered free consultations. However, I now provide two additional free services you may find helpful.

https://www.aaronbraskcapital.com/free-stuff/

Aaron Brask Capital updated their address.

I was honored to speak alongside some industry heavyweights at AAII's 2021 virtual conference. My topic was Using Income Annuities in Retirement. Here is a link to my (hour long!?) presentation: https://youtu.be/zacprwztSlw Note: I provided a link to the conference in the YouTube description.

My AAII 2021 Virtual conference presentation: Using Income Annuities in Retirement American Associate of Individual Investor (AAII) invited me to speak about income annuities at their 2021 Virtual conference. the title of my presentation wa...

What's Inflation & Why Should I Care? Here's what inflation may do by 2030 & why it matters

What Inflation Might Look Like in 10 Years Find out which prices are expected to rise fastest

The Good, the Bad & the Future Discover how inflation could affect you by 2030

I’ll be speaking about income annuities at the 2021 AAII Virtual Investor Conference, September 30 – October 1. Hope you can attend (https://lnkd.in/gRE8UQbX). Otherwise, let me know if there are any topics that interest you and I will do my best to take and share notes!

2021 AAII INVESTOR CONFERENCE 2021 AAII INVESTOR CONFERENCE. Online registration by Cvent