Week In Review
Nvidia reported monster earnings, Trump says they’ll work it out with China, and what really runs the economy? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
Events
WEBINAR | Education Planning: Understanding 529 Plans & New Options
Thinking about giving your child or grandchildren’s future a boost with money set aside specifically for their advanced learning? This workshop delves into education planning tools called 529 plans, which utilize state run programs providing income tax credits to contributors. We will look at how to set them up, benefits they provide, understanding what a qualified expense is, and how UTMAs and the new laws impact grandparent plans and a child’s FAFSA application for financial aid. We will also discuss the new rules around Roths and 529s.
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Watch
Wealth Prompt: Fiduciaries Not Acting As Fiduciaries
Listen
Listen to Wealthyist, the podcast that discusses the lifestyles, choices, and strategies of the wealthy. Each week, the Annex Private Client team talks to experts in a variety of areas to discuss trends and paths visited by people who have built or are in the process of building significant wealth.
Latest episode: An Interview With Alan Kline – Luxury Pet Care
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Just For Clients
Get Annex Education On Demand!
Visit the Client Center to view on-demand recordings of common topics, from Social Security Basics to Tips For Smarter Charitable Giving, and more!
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