Poll Recap: Have You Spent Your Retirement Savings Early?

When it comes to commitment to retirement savings, our readers have locked theirs away in their own Fort Knox.

A recent poll indicated that over 50% of those polled had tapped into retirement savings early, but our readers proved to be more stalwart.

Less than 14% of our polltakers indicated they had touched their savings, demonstrating a resolve we love to see.

Of course there will be times when tapping retirement is the only way to deal with a catastrophe or tragedy. But understanding the value of letting your savings work for you is a critical part of planning for the future, and our readers seem to understand that.

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Axiom | Vol 507

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Today we are taking a closer look at how people decide whether moving money into a Roth account makes sense for their long-term financial plan. The choice can offer powerful tax advantages, but it might not be the right move for everyone. Annex Wealth Management’s Mike Dodge and Drew Powell help us understand when this strategy can be a smart opportunity and when it may create more problems than it solves.

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After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.

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A Look At What’s Happening
From Annex Wealth Management

Poll Recap: Have You Spent Your Retirement Savings Early?

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Unleash the Power of What's Next

A Look At What’s HappeningFrom Annex Wealth Management

A Look At What’s Happening
From Annex Wealth Management