5/13/18
POLL: 73% Of Adults Use YouTube. Which Social Media Platform Do You Use Most Often?
READ IT: Wisconsin Parents:
You’re Eligible For A $100 Rebate
Beginning May 15, the Wisconsin Department of Revenue will be allowing parents to claim a $100 rebate per child.
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:
Understand The Benefits Of A “Stretch” IRA.
If someone close to you (other than your spouse) has an IRA and you are named as the beneficiary, (sometimes called a “Stretch IRA), it’s important to understand the tax implications if they pass away…
AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK
Pension Crisis
ANNEX EVENTS
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
June 7, 2018 | 6:00 pm – 7:30 pm
Butte des Morts Country Club
Complimentary Event | Reservation Required
BEST OF OUR RADIO PROGRAMS
Know The Difference™ Minute: Billionaire Bitcoin Bash
Tell us, Bill Gates and Warren Buffet. How do you really feel? Dave Spano watched the CNBC interview and shares their thoughts.
A Look At Our Financial Planning Team
Ask Annex
There’s a significant difference between
financial advisors. Know The Difference™
Copyright © 2018, 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
