[Tree] Adoption of multi-year guaranteed annuities (MYGAs) in investment portfolios

Version 0.05 (2024-03-18 20:59:42.385000)

updates: Discussion on the potential adoption of MYGAs in investment portfolios

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Version 0.04 (2023-12-20 11:02:50.186000)

updates: Added information about tax-loss harvesting and ETFs for year-end tax strategies

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Version 0.03 (2023-12-19 03:47:40.367000)

updates: Integration of year-end tax strategies and tax planning

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Version 0.02 (2023-12-11 17:55:25.112000)

updates: Added information about taxable brokerage accounts and their benefits

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Version 0.01 (2023-12-06 10:56:06.110000)

updates: Added information about tax-loss harvesting and its benefits

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Version 0.0 (2023-12-01 18:06:41.096000)

updates:

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