More Americans are dipping into their retirement accounts as financial pressures continue to rise. Even though balances have grown in recent years, workers are increasingly turning to hardship withdrawals and loans to cover immediate expenses. It’s a trend that raises big questions about financial resilience, and the long term impact on retirement security. Tom Parks, AIF®, CRPS® | Director of Retirement Plan Services is here to discuss.

Today we are taking a closer look at how people decide whether moving money into a Roth account makes sense for their long-term financial plan. The choice can offer powerful tax advantages, but it might not be the right move for everyone. Annex Wealth Management’s Mike Dodge and Drew Powell help us understand when this strategy can be a smart opportunity and when it may create more problems than it solves.

Today we are taking a closer look at how people decide whether moving money into a Roth account makes sense for their long-term financial plan. The choice can offer powerful tax advantages, but it might not be the right move for everyone. Annex Wealth Management’s Mike Dodge and Drew Powell help us understand when this strategy can be a smart opportunity and when it may create more problems than it solves.

Annex Wealth Management’s Bryn Theisen is here to talk “Money Guilt” – the shame, anxiety, or unease when you spend money or think about spending.

Thinking of retiring earlier than age 65? Here are some things to consider.

The Strait of Hormuz, fertilizer, and the Strategic Petroleum Reserve. Hear what CEO Dave Spano and Chief Economic Strategist Brian Jacobsen have to say.

#annexwealth #feeonly #StraitOfHormuz

Millions of older Americans will see a new tax break starting this filing season, thanks to a temporary “senior bonus” deduction included in recent federal tax legislation. While it doesn’t eliminate taxes on Social Security benefits, the change can significantly...

Did you know that the average cost and duration of long-term care is probably less than you think? Did you know that you can gift over the Annual Gift Tax Exclusion tax-free if you structure it properly and submit the correct tax forms? Tom Berkholtz, CFP®, EA, ECA is...

When you leave an employer or become eligible for a distribution from your workplace retirement plan, you’re faced with an important decision about what to do with your accumulated savings. Options to consider are leaving the money in your employer’s plan, rolling it...

The IRS has announced new rules that could delay refunds for taxpayers who don’t provide direct deposit information. Under these changes, refunds may be temporarily frozen when bank details are missing or invalid, and the IRS will send notices telling taxpayers to...