The Advantages Of Taking Your RMD Early May 4, 2022 Traditionally, many take RMD distributions at the end of the year - but did you know you can take it earlier? Annex Wealth Management's Financial Planning Manager, Eric Strom, CFP®, EA lists the advantages of...
Ask Annex: Multiply By 25 Rule, HSAs vs. 401(k)s, In-Service 401(k) Rollover, Social Security
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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