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1 | Week In Review
Tesla’s stock fell as it indicated it was willing to trade profits for market power. The larger banks showed strength, but many analysts are waiting for earnings reports from a few large tech names. Just a few tech companies have driven the S&P’s surge so far this year. Will their success continue? Annex Wealth Management’s Dave Spano and Derek Felske discuss.
2 | Poll Recap
In a world where all the information in the world can be found at the tip of your fingers, it can be hard to discern which messages to listen to. Finding advice on how to prepare for retirement is no different.
Last week we asked our retired subscribers what they wish they had known prior to retiring.
Here are some of your responses:
“Establish with a planner as soon as possible. We did it 10 years before retiring, but sooner would have been better.”
“Retirement/financial ‘thinking’ doesn’t stop when you retire. You must evaluate and adjust balances every year going forward.”
“How important having a ‘what will I do with my time?’ plan is in addition to a financial plan.”
“Do ‘stuff’ early in retirement! We were too conservative/frugal early in retirement; now at our current age, our health prohibits extensive travel and other activities.”
Annex Wealth Management is honored you chose us to help prepare your future. We’re proud of the many ways we can serve and educate you. If you find yourself with any questions, our team is here to help.
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3 | Client Exclusive
Visual Learning: Inherited IRAs & Delaying Distributions
Annex’s Financial Planning Team both uses and shares the best resources to help guide our clients’ planning and answer questions.
One tool provided by the team is a series of flowcharts based on specific questions that regularly come up. There are multiple paths on each chart that can be followed, each one specific to the situation of the individual asking!
This week’s question: Can I delay distributions from the Traditional IRA I inherited?
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You Can Stream Our Shows Wherever You Listen To Podcasts!
In addition to events, videos, and live radio shows, Annex has broken into the podcast realm of media. This is just another way Annex can display the team of experts working in-house for you and your loved ones, helping to educate and comment on the world around us.
You can listen to any of these shows wherever you stream your podcasts:
| Money Talk: The Annex Wealth Management Show | Know The Difference Minute |
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5 | Ask Annex
“Can I shut off Social Security for a year, realize the increase, and then turn it back on?”
“What are your thoughts on the rule of 100?”
“My wife and I have separate finances. Do we have to open one account or can we keep them separate?”
Annex Wealth Management’s Sarah Kyle and Trevor Nargis answer these and other questions in this segment of Ask Annex!
Do you have a question for us? Drop it here: Ask A Question
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6 | Quote of the Week
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