1. Is This The Eye Of The Storm? 2. Poll: What Helped Prepare You For Retirement? 3. ICYMI: Financial Planning In A Changing Tax World 4. April Is Financial Literacy Month! 5. Ask Annex Video 6. “Learning never…” 7. Side Hustles: A Sign Of Struggle, Or Of Growing Wealth?
1 | Week In Review
Markets closed up, led by small-caps this week. The NASDAQ is up over 20% this year. It may appear like we’ve averted a big dip, but some analysts wonder if we’re just experiencing the eye of the storm. Some think the consequences of rate hikes have yet to be seen. Annex Wealth Management’s Dave Spano and Jason Cooper discuss.
2 | Poll
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3 | Client Exclusive – ICYMI
Webinar Recording – Financial Planning In A Changing Tax World
If you weren’t able to make our Client Exclusive webinar “Financial Planning In A Tax Changing World,” it’s now available for viewing on the Client Center of our website!
How do you meet your goals in a changing tax world?
SECURE ACT 1, SECURE ACT 2, pending changes in the tax code… all highlight the importance of tax planning in your financial plan; knowing what you have when all the pieces are aggregated, and addressing strategies to meet your goals in an ever-changing retirement and tax planning world.
CLICK HERE to view the recording
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April Is Financial Literacy Month!
A primary part of Annex’s mission is to provide education to anyone who wishes to know more about the financial industry and how to navigate retirement.
Some examples of how we share knowledge are our Ask Annex and What’s That? videos on YouTube, and our many events!
Click these links below to explore the different resources Annex provides to all our clients:
| Ask Annex | What’s That? | Events |
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5 | Ask Annex
Annex Wealth Management’s Sarah Kyle, Matt Morzy, CFP® and Tania Sinha, CPA answer several Ask Annex questions:
“What are some red flags that trigger IRS audits?”
“What is education credit? Can I claim it even if I pay for my kid’s college tuition through a 529?”
“Does it make sense to switch my 401(k) contributions to Roth or wait until I’m retired to convert what I have?”
“Any comment on the survey that reported nearly 60% of institutional investors said they’ve used Reddit for investment decisions?”
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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