Week In Review

Will A Fed Cut Boost Housing?

Fed Chair Powell hinted at a potential rate cut. What impact will that cut have on the markets and industries that are stagnant, like housing? Annex Wealth Management’s Brian Jacobsen and Danny Clayton discuss.

Tomorrow In Events

What The One Big Beautiful Bill Means For Your Taxes & Retirement | BROOKFIELD

Join us TOMORROW at our Brookfield Headquarters for our interactive in-person event, where you’ll be able to ask questions surrounding the One Big Beautiful Bill and learn what it means for you, your taxes, and your retirement plan.

Also this week:

Instant Insight: OBBBA & The Senior Deduction

Join us for an insightful interactive webinar where we’ll discuss:

• How to leverage this meaningful but temporary tax deduction reflected in the OBBBA
• Understand Income-based Phaseout Limits – How to Navigate
• Strategize Social Security Timing in light of this change

Ask Annex

Ask Us Your Financial Planning Questions!

Do you have questions you want answered by an expert? Submit them to Ask Annex today!

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Tax Changes After Passing Of The One Big Beautiful Bill

The Tax Cuts and Jobs Act became effective in 2018 and was scheduled to sunset on December 31, 2025. With the passage of the One Big Beautiful Bill Act (OBBBA), most of the provisions from the TCJA were made permanent and some new provisions were added that can provide new benefits and planning opportunities for individuals. Read more today!

Team

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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