TD Ameritrade Statement Update

1 | Week In Review

Inflation May Have Peaked.

CPI and PPI numbers show that inflation is still hot year over year, but may have reached its peak. Markets seem to think so – both small caps and the S&P are up. What’s next? Annex Wealth Management’s Dave Spano and Derek Felske discuss.

2 | Poll

Required Minimum Distributions: Common Questions: What if a Mistake is Made?

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3 | Client Exclusive

TD Ameritrade – Have You Been Auto-Switched To Paper Delivery?

If you’re a TD Ameritrade account owner, TD Ameritrade recently notified you that you needed to establish your TD Ameritrade user ID and password by July 22. TD automatically switched everyone who missed that July 22 deadline from e-delivery to paper delivery for statements, confirmations and other communications.

If you missed the deadline, you can still update your e-delivery preferences with TD Ameritrade! Just visit AdvisorClient.com and create a user ID and password. Once you have successfully logged in, you can select “Electronic” as your delivery preference, and you will receive electronic delivery going forward.

Remember, if you don’t establish a user ID and password at TD Ameritrade and update your delivery preference, you’ll continue to receive paper statements, confirmations, and other communications.

Please contact your Wealth Manager or Client Service Manager for additional questions.

Thank you!

4 | Did You Know?

Listen to the Packers, Brought to You by Annex

Did you know Annex is the sponsor for Packers Football radio on 97.3 The Game?

When you tune in to Wayne and Larry this fall, local broadcasts will be brought to you by Annex!

5 | Ask Annex

Annex Wealth Management’s Sarah Kyle and Randy Winkler, CFP® answer several Ask Annex questions:

“I had met with one of your wealth managers about nine months ago for a financial review. I decided to wait to make any financial moves. I have since been contacted by a few life insurance companies to purchase whole life insurance as an investment vehicle. One feature is that you can borrow on the policy, which is a type called non-direct recognition so the cash value is not reduced. They call the plan ‘Bank on Yourself’. Can you tell me, is this a realistic way to put some of my money in a less-risky place, or a really dumb idea? Thanks.” – Andrew

“How are Roth IRAs doing?” – Anonymous

“This is for my son. Is this true?” (His son said) “Starting a new job and will lose access to my employer plan. Since my Roth is down over 15%, can’t I roll it into a brokerage penalty-free, since I’m not receiving any gains?” – Glen

“I’m 42 with at least 15 years away from retirement. Is there any reason to change my investment approach with a potential recession on the way? I’ve looked at historical data and I’m confident of landing on the other side in good shape.” – Evan

Do you have a question for Annex Wealth Management? Drop it here: annexwealth.com/ask

6 | Quote of the Week

7 | Annex Radio

Events & Webinars

Annex Wealth Management has always been committed to client growth and education. Planning and saving can be demanding. We’ve found that when our clients master key concepts, it often enhances working together to reach their goals. Because these are not sales presentations, our clients benefit from a truly informative experience.