Mar 4, 2022 Randy Winkler, CFP®, a Wealth Manager at Annex Wealth Management, answers several Ask Annex questions:
“What about the Multiply By 25 Rule? What’s that?”
“401(k) or HSA?”
“It was suggested I look at an in-service rollover of my 401(k) to an IRA. I’m 61 and plan on working until 65. Does that make any sense?”
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