In The News

What’s A QDIA? | QDIA Definition

Jan 20, 2020 What’s a QDIA? Understanding the concept of the alternative, and the protections provided, can be helpful to you as an employer. Annex Wealth Management’s Tom Parks answers the question and helps you understand the meaning of QDIA, and why employers should know about this key qualified plan alternative.

Learn more about important financial and wealth management concepts in Annex Wealth Management’s “What’s That?” playlist. Annex Wealth Management is a fee-only wealth management firm dedicated to educating and informing people about key financial concepts.

Subscribe to Annex Wealth Management’s YouTube channel for more informative videos on key topics and selections from our radio programs.

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Axiom | Vol 508

Markets Trying To Understand What's Next | Client Exclusive Market Update | Poll: How Did You Fare In The Retirement Transition Game? | Read Macro...

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Axiom | Vol 508

Axiom | Vol 508

The Iran Conflict May Impact Monetary Policy | Destination: Retirement. Are We There Yet? | MADISON | TUESDAY | Whose Name Goes First On A Joint Tax Return? | Talking Community & Pro Athlete Challenges With Collin Yelich | Listen To Wealthyist | This Week | Instant Insight: Jobs & The Economic Outlook | WEBINAR | It Ain’t Over Till It’s Over | Read Macro & Market Musings

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Whose Name Goes First On A Joint Tax Return?

Whose Name Goes First On A Joint Tax Return?

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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Axiom | Vol 507

Axiom | Vol 507

Cost Of Conflict May Offset Higher Tax Refunds | More Than Just an AI Sugar High | Read Macro & Market Musings | Money Guilt: Practical Ways To Heal & Deal | ICYMI | Annex University: Long Term Care Basics | Private Markets & Diversified Portfolios | Listen To Wealthyist | The Early Retirement Checklist

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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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