4/2/17
ICYMI: Three Advantages An IRA Has Over A 401(k)
Nominations now accepted for the Know the Difference™ Award!
The Know the Difference™ Award presented by Annex Wealth Management and Vince Lombardi Cancer Foundation, recognizes someone who:
- Gives above and beyond to those dealing with cancer
- Performs special acts of kindness to have a positive impact
- Builds the morale of people going through cancer and/or caregivers that care for them and much more.
Read about last year’s Know the Difference™ Award winner, Patricia Payleitner Here.
Do you know someone who would be a great candidate for this award?
Submit your Know the Difference™ Award nominations by April 7th below.
Wednesday, April 26
6:00pm – 7:30pm
Annex Wealth Management Elm Grove Office
We’ll Cover:
• Your retirement savings are at risk – Failure to manage taxes and higher costs can leave you with less
• If you rollover or distribute your 401k or IRA incorrectly, it can cost you
• Withdrawing too much too soon can be deadly to a portfolio
LEARN HOW TO:
• Understand your sustainable withdrawal rate
• Recognize important IRA milestones
AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK
Americans Owe Over $1.41 Trillion In Student Loan Debt
It’s no secret that student loans are a hot topic in the United States nowadays. They are mentioned in the media, both in a positive and negative light, almost every day. With all of this news circulating around the internet, television, and in print – it is natural to become curious about the true numbers of student loan debt. READ MORE
BEST OF OUR RADIO PROGRAMS
Know The Difference™ Minute: America’s Student Loan Debt Problem
Market Correction, The Bear Market & The Bull Market
Annex Wealth Management’s Mark Beck discusses the different definitions of terms like a bull market, a secular bull market, a bear market, and a correction, and applies when those events have occurred in the past.
Rising Interest Rates; Where Are The Opportunities?
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