2/25/18
POLL: Do You Know What Tax Bracket You’re In?
Last year, Americans were surveyed about what federal income tax bracket they were in for the 2016 tax year, and 2 in 5 reported that they didn’t know. For the 2017 tax year, this has increased, with almost half of Americans (48%) unsure of their tax bracket. Do you know what tax bracket you’re in?
Every week, Annex Wealth Management will give you one thing you should do that may improve your financial well-being. We call it the “MoneyDo List.”
This weeks’ “MoneyDo” is:
Consider opening – or contributing to – a health savings account.
The rapid increase of costs doesn’t appear to be changing anytime soon – which has caused many of the people we help to ask what can be done today to help plan for future healthcare costs and retirement.
AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK
Relative sizes of world stock markets, end-1899 versus end-2017
ANNEX EVENTS
March 29, 2018
6:00 pm – 7:30 pm
Butte des Morts Country Club
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
Complimentary Event | Reservation Required
BEST OF OUR RADIO PROGRAMS
Annex Wealth Management informs and educates through its presence on local radio, hosting hour-long shows each week on Radio 620 WTMJ, Newstalk 1130 WISN, and Newstalk WHBY.
Know The Difference™ Minute: Millennials Are Leading The Luxury Market
Targeting millennials has become a key part of success for luxury brands. Annex Wealth Management’s Dave Spano Explains.
Ask Annex: Will The Fed Continue To Raise Interest Rates?
Annex Wealth management’s Derek Felske and Mark Oswald answer a question received through Ask Annex regarding the Fed’s role in interest rates and their effect on the economy.
Social Security: How Much Should Your Survivor Benefit Be?
Annex Wealth Management’s Mark Oswald and Mandy Nowaczynski talk through recent news about Social Security Survivor benefits and steps you can take to make sure you’re receiving the correct benefit.
Treasures Of Italy with Dave Spano – October 20, 2018 to November 1, 2018
Join Annex Wealth Management and WTMJ’s Dave Spano on this incredible tour of Italy. You’ll be immersed in Italy’s historic cities, idyllic fishing villages, islands, lakes, and canals, heritage buildings, inspiring art, fabulous food and breathtaking scenery. Join us for this enchanting trip to Italy, with an extra night in Rome included.
CLICK HERE FOR DETAILS
Retreat to Paradise with WTMJ’s Saturday Morning Team – March 11, 2018 to March 18, 2018
Travel with the WTMJ Saturday Morning Team, Dave Spano from Annex Wealth Management, “Mr Fix It” Tom Feiza, and Rose Gray from the Fox World Travel Show, for a week in the paradise of Riviera Maya, Mexico.
CLICK HERE FOR DETAILS
