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Annex Wealth Management Blog Archive
Rollover Mistakes To Avoid
Rollover Mistakes To AvoidFeb 11, 2021 Tom Parks, AIF®, CRPS®, Director of Retirement Plan Services wants to help you steer clear of these mistakes when it comes to your 401(k) rollover. Not sure what to do with your 401(k) rollover? Or would you just like some help...
Ask Annex | I want to divide the bulk of the IRA to my children and I need advice on how best to do that, considering taxes, etc.
This week’s Ask Annex comes from Lois, who asks: “I have inherited an estate with a IRA in which I have 10 years to liquify. I am also executor of the will in which I need to give out some money, I want to divide the bulk of the IRA to my children and I need advice on...
MoneyDo: Discover What Probate Is & When It’s Needed
Discover What Probate Is & When It's Needed Probate may be one of the most misunderstood parts of the estate settlement process. Unfortunately, the term “probate” has garnered some negative connotations through headlines and heavily publicized cases that...
Axiom | Vol 242
Client Axiom | Vol 242FEATURED: Meet The Axiom’s Guest Editor: Michael J. Mihm | Inside: Stellar Earnings Go Unrewarded By The Markets – A Repeat Of The Markets In 2000? | Poll: Are You Using Grocery Delivery...
YouTube | Social Media Platform MeWe Jumps To #7
Know The Difference Minute Social Media Platform MeWe Jumps To #7 January 27, 2021 Social media upstart MeWe is showing momentum - the app is now #7 overall and #4 for iPhones in the US. Get Started Recent Posts
YouTube | The Game Stops – What Could Keep This Bull Market Charging? | Week In Review
Week In Review The Game Stops - What Could Keep This Bull Market Charging? February 8, 2021 As the "Gamestop" market moment fades, the markets return to fundamentals and a very good earnings season. Annex Wealth Management's Derek Felske and Brandon...
Ask Annex | Do You Have A Reference Guide For Taxes?
Do You Have A Reference Guide For Taxes? Our tax reference guide is one of Annex Wealth Management's most popular annual publications. In it, we provide tables of Federal tax rates for various circumstances, from Head of Household to C Corporations. If you have...
MoneyDo: Get Organized For Income Taxes
Get Organized For Income Taxes You’re probably already receiving tax documents from your employers, investments, and contractors; so you know what time it is – time to get yourself organized and prepared to file your 2020 tax returns. One easy way to keep...
Poll Recap: Do You Know How The Stimulus Checks Will Affect Your 2020 Taxes?
It's that time again - tax season! Like all tax seasons, important documents need to be collected and tax refunds need to be issued. This year's tax season will take on an extra dimension: the impact of stimulus checks. A recent study said that some Americans are not...
YouTube | Are Redditors Really Sticking It To Billionaire Hedge Funds? | Week In Review
Week In Review Are Redditors Really Sticking It To Billionaire Hedge Funds? January 29, 2021 Relying on technology to identify the right targets and then communicate, many of a group of small investors have profited from buying stocks that were...