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.



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/



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


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