1. New Economic Data & Bulls Vs. Bears 2. How Will You Watch The Super Bowl? 3. ICYMI – How SECURE Act 2.0 Impacts My Retirement 4. We Want To Hear About Your Life Changes! 5. Ask Annex – Bad TikTok Advice 6. “Teamwork…” 7. The Sandwich Generation
1 | Week In Review
New Economic Data & Bulls Vs. Bears
The yield curve is the most inverted it’s been since the 1980s, historically suggesting a recession is imminent. Annex Wealth Management’s Dave Spano and Derek Felske discuss why that may not be the case – and talk bull vs. bear perspectives.
3 | Client Exclusive
ICYMI – How SECURE Act 2.0 Impacts My Retirement
If you weren’t able to attend our client-exclusive webinar on January 26th, or want to hear what our experts have to say again, the recording is now available!
Tax planning, required minimum distribution planning, Roth conversions and new catch-up provisions, retirement plan changes, 529 plans. All of these are affected by over 100 retirement and tax law changes in the newly passed SECURE Act 2.0.
How does this impact you and your retirement plan?
Annex Wealth Management’s Financial Planners discuss what to focus on for 2023 and longer-term strategies to consider in your financial plan.
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We Want To Hear About Your Life Changes!
We try to meet with our clients at least once per year to stay in touch and learn of any life updates.
Did you move? Are you planning to buy a house? Did you switch jobs? Has your family changed?
Big changes can potentially alter your current plan. Knowing these things help us make in-game decisions that’ll make your plan all the more tailored to you and your changing circumstances.
If you answered “yes” to any of the above questions, or are due for your annual review, reach out to your Wealth Manager or Client Service Manager today!
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5 | Ask Annex
Annex Wealth Management’s Sarah Kyle and Matt Morzy answer several Ask Annex questions.
Do you have a question for Annex Wealth Management? Drop it here: annexwealth.com/ask
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6 | Quote of the Week
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One Last Thing
Where Are My Tax Documents?
Your custodian will gather all the required data from all fund companies and create your 1099 statements. A 1099 statement is generated if you have one of the following: sales proceeds in a non-qualified account, or a distribution from a qualified account (IRA).
These statements are generated throughout January and February, and the custodian (TD Ameritrade, Schwab or Fidelity) mails the statements to our clients at that time. You can also view your 1099 statements once they are available if you have online access at TD Ameritrade, Schwab or Fidelity. Most clients report receiving their 1099 statements in late February.
If you have any questions please contact your Wealth Manager or Client Service Manager.
Thank you!
Annex Wealth Management
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