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

States That Aren’t Facing A
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

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: 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

Geeks. And proud of it. Randy Winkler manages the department and our talented 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