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2020 brought changes to retirement plans and challenges to retirees and people looking forward to retiring. The CARES Act, the SECURE act, a global pandemic, election uncertainty, and civil unrest introduced new laws and procedures that directly affected retirement plans and encouraged some people to retire early.

Have The Events Of The Last Year Changed Your Retirement Plans?*
- I will have to delay my retirement date.
- I'm stepping up my retirement date.
- No, I am currently on track.
- I'm sticking with my date - but I'm making changes.
- I'm not sure.
Gender*
- Male
- Female
Age Range*
- 18 - 29
- 30 - 39
- 40 - 49
- 50 - 59
- 60 - 69
- Over 70

48749

A Look At What's Happening
From Annex Wealth Management

First Name*
Last Name*
Email Address*

89107

Contact Us

Annex Wealth Management
17950 W. Corporate Drive
Suite 300
Brookfield, WI 53045

Call: (262) 786-6363
Fax: (262) 792-8930

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