In The News

Axiom Vol 36

2/26/17

WATCH IT: Are There Exceptions To Penalties On IRA Withdrawals?

When retirement is on the horizon, one of the primary aspects of financial planning to consider is cash flowing your retirement, especially if you are retiring early.  Most IRA holders know that there can be a penalty for pulling money out of an IRA before the age of 59 ½. A ten percent penalty.  However, there are several exceptions to this rule.

 



AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

Is Snapchat A Snapfad?

It might have been hard to predict the impact of social media on communication habits 10 years ago. The proliferation of mobile devices has created an always-on environment, and users have sought out more instant services to fill niches. But how much longevity do instant services like Snapchat have? Users aren’t convinced, according to a recent infographic from Fluent.

Source: http://www.adweek.com/digital/is-snapchat-just-a-fad-infographic/


ANNEX EVENTS

 

A Map To Managing Retirement

 

March 8, 2017
6:00 PM – 7:30 PM
Butte des Morts Country Club
3600 W Prospect Ave
Appleton, WI 54914

Retirement is not the last square on your life’s game board. There are lots of winning decisions left to make.
You need a strategy that:
• Manages taxes and costs to preserve savings
• Optimizes rollovers and distributions
• Prevents damage from ill-timed withdrawals

 

Free Event – Reservation Required

For more upcoming Annex events CLICK HERE


BEST OF OUR RADIO PROGRAMS

Every week, Annex Wealth Management hosts two radio programs that inform and educate listeners. Here are some highlights from those programs.

Know The Difference™ Minute: What’s A Black Swan Event?

Black Swan events can change everything. Annex Wealth Management’s Dave Spano explains what a Black Swan Event is, and how they often effect the economy.

Choosing 401(k) Investment Options

A caller asks Annex Wealth Management’s Mark Oswald about choices he has for his 401(k) investments. When it comes to making decisions regarding where investments should be over the future, make sure to look at valuations and diversity as a criteria for your decision.

Can I Contribute To A Roth IRA With My RMD (Required Minimum Distribution)?

A caller asks Annex Wealth Management’s Mark Oswald about the possibilities of contributing to a Roth IRA with an RMD.

Do Dependents Have To Pay Taxes On Distributions From Irrevocable Trusts?

A caller asks Annex Wealth Management’s Director of Estate Planning, Richard Behrendt, J.D., and Mark Beck about the tax implications for dependents on distributions from irrevocable trusts.

There’s a significant difference between

financial advisors. Know The Difference™

Copyright © 2017 , All rights reserved.

Securities offered through H. Beck Inc. Member FINRA & SIPC.
Annex Wealth Management & H. Beck, Inc. are unrelated companies.

Our mailing address is:
12700 W Bluemound Rd Ste 200
Elm Grove, WI 53122

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Axiom | Vol 503

Axiom | Vol 503

How The Tariff Ruling Might Affect Rates | Moving In Retirement | BROOKFIELD | March 3 | From Tee Times To Timeless Experiences: How Golf Became The Ultimate Wealth Play | What Is The Annex Difference? | 2026 Asset Almanac Now Available! | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures | NAPLES | March 5 | Looking Ahead: Buckle Up | Read This Week’s Macro & Market Musings

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Axiom | Vol 503

Axiom | Vol 503

How The Tariff Ruling Might Affect Rates | Comprehensive Wealth Management Should Mean Your 401(k), Too. Contact your Wealth Manager for details. | Solo Aging | From Tee Times To Timeless Experiences: How Golf Became The Ultimate Wealth Play | Nearing retirement? Make sure you can see the full picture. | Tune Into Annex On The Radio!

read more
Axiom | Vol 503

Axiom | Vol 503

How The Tariff Ruling Might Affect Rates | Comprehensive Wealth Management Should Mean Your 401(k), Too. Contact your Wealth Manager for details. | Solo Aging | From Tee Times To Timeless Experiences: How Golf Became The Ultimate Wealth Play | Nearing retirement? Make sure you can see the full picture. | Tune Into Annex On The Radio!

read more
Axiom | Vol 502

Axiom | Vol 502

Welcome To The Mid-Term Election Economy | Tune Into Annex On The Radio! | Hindsight is Better Than 20/20 | Read This Week’s Macro & Market Musings | Giving From The Heart: Where Purpose Meets Tax Planning | Women & Wealth

read more
Axiom | Vol 502

Axiom | Vol 502

Welcome To The Mid-Term Election Economy | Comprehensive Wealth Management Should Mean Your 401(k), Too. Contact your Wealth Manager for details. | Tune Into Annex On The Radio! | Giving From The Heart: Where Purpose Meets Tax Planning | Women & Wealth | Annex University: Advanced Estate Planning | WEBINAR | February 18

read more

Unleash the Power of What's Next

After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.

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