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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.

There was an overwhelming majority of respondents that said they were on track with their retirement plans, despite the events of last year. Our LinkedIn poll also had a large group of respondents say that they were on track with their retirement plans, with a few people responding that they were stepping up their retirement plans due to changes within the last year.

Successfully planning for retirement can be stressful – let Annex help. Annex Wealth Management delivers a comprehensive financial plan that integrates tax planning, estate planning, healthcare planning, risk management, distribution strategies, and much more. Want to learn more about changing your retirement plan or moving up your retirement date? Click on ‘Get Started’ to learn more – Get Started.

 

 

 

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Annex Wealth Management
12700 W. Bluemound Rd.
Suite 200
Elm Grove, WI 53122

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

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