If someone close to you (other than your spouse) has an IRA and you are named as the beneficiary, (sometimes called a “Stretch IRA), it’s important to understand the tax implications if they pass away. In this week’s MoneyDo, we explore the advantages and some of the...
4/15/18 FEATURED: Are Today’s Students Prepared To Make Financial Decisions? A new study finds U.S. high schools are missing the mark on personal finance… Every week, Annex Wealth Management will give you one thing you should do that may improve...
4/8/18 FEATURED: April 17th Is A Tax AND Savings Deadline Many people know that “Tax Day” is the date you need to submit your taxes – but it also serves as a deadline for some key savings programs. Annex Wealth Management’s Mandy Nowacyznski,...
Fixer-Upper. Flip or Flop. Desert Flipper. Beach Flip. Masters of Flip. There is a long list of TV shows dedicated to the practice of buying a distressed property, pouring in energy and resources to improve the house, and hopefully selling it at a profit. That’s a...
Getting serious about making an estate plan means consulting with an estate planning attorney who can walk you through the process. Annex Wealth Management’s Estate Planning Attorney, Jill Martin, J.D., offered some ideas on what you should ask. Finding an attorney...
