6/25/17
ICYMI: Talking Debt, Savings, And Retirement With A Millennial
EVENTS
July 12, 2017
6:00-7:30pm
Annex Wealth Management Mequon Office
1339 W. Mequon Rd.
Mequon, WI 53092
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
America’s Leading Wireless Audio Brands
When Apple’s marketing boss Phil Schiller introduced the company’s new wireless speaker, the HomePod, on Monday, the emphasis was clearly on the device’s hi-fi capabilities as opposed to its function as a voice-enabled smart home hub. While the focus may shift towards Siri integration by the time the HomePod is released later this year, for now it seems as if Apple will be competing with the like of Sonos and Bose first and with Google and Amazon second.
As our chart illustrates, Sonos is currently the clear leader in wireless audio – at least from the point of view of professional users. In a survey conducted by CE Pro among leading custom electronics companies in the United States, 76 percent of the respondents named Sonos as one of their three preferred wireless audio brands. In fact, Sonos’ line of multiroom speakers is so sleek and functional that many suggested in the past that the company might be an acquisition target for Apple. With the release of the HomePod, that option seems to be off the table, but it remains to be seen whether Apple can make a dent in Sonos’ dominant lead.
Source: https://www.statista.com/chart/9720/leading-wireless-audio-brands/
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529 Plans, Tax Deferral Saving Plans
Annex Wealth Management’s Ken Symes discuss Wisconsin’s EdVest, its highly-regarded 529 plan and whether you have to reside in a state to use its 529 plan.
The 5 Year Holding Period On A Roth IRA: How Does That Work?
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