Week In Review

The Beige Book Is Out & The Shutdown Continues

Although we don’t know when it’s going to end, or what’s going on behind the scenes, the shutdown’s economic effects are still very muted. The fed’s Beige Book gives us an economic picture. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Events

TUESDAY | Understand Your WRS Pension Potential | Webinar

If you participate in the State of Wisconsin Pension program, you may have questions about your plan and what it means to your retirement plan. Join WTMJ’s Steve Scaffidi along with members of Annex Wealth Management’s Financial Planning Team as they discuss how to look at your statement and even go through several case studies that may help relieve concerns and answer your questions.

This Week

Instant Insight: OBBBA & Roth Conversion

Join us for Instant Insight: OBBBA & Roth Conversions, a brief, insightful interactive update where we’ll discuss:

• How The Permanent Extension of Tax Rates Enhances Roth Conversion Strategies
• New Tax Deductions & Their Potential Impact on Roth Conversions
• Strategic Planning to Navigate Phaseouts and Tax Cliffs

New

JUST ANNOUNCED: Social Security Updates For 2026

This Instant Insight will cover important updates to Social Security for 2026. We will cover changes that could affect those receiving benefits along with those paying Social Security taxes.

Watch

Single In Retirement

What if you’re single heading into retirement? Annex Wealth Management’s Deanne Phillips is here to discuss some things you might not have thought of, and ways to be prepared.

OBBBA

Continued Information Surrounding The One Big Beautiful Bill Act

The Annex Team continues to research the impacts of The One Big Beautiful Bill Act and share what that means for you. Click the button if you would like to read, listen to, watch, or register for any of the many pieces the Annex Team has put together related The OBBBA.

Pieces include:

• Tax Changes After Passing Of The One Big Beautiful Bill
• Wealthyist: Impacts of the OBBBA on Business Planning Considerations
• Instant Insight: OBBBA & The Senior Deduction

Want to hear more from our team? Check out our SWOT podcast! Members of the Annex Wealth Management Investment Team discuss the Strengths, Weaknesses, Opportunities, and Threats they see in the markets and economy.

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