Do you know your route – and your obstacles – to retirement?

With retirement on the horizon, or perhaps imminent, you may be wondering about asset allocation, taxation, distribution planning, and where your cash flow will come from to generate your retirement replacement paycheck. In this interactive workshop we will give you takeaways to help make the most of your partnership with Annex as you enter this new chapter.

Our discussion will include smart tax planning around IRMAA and HSAs, better understanding of next steps around the timing of social security and cash inflows, and choices that will drive expenses and how Annex builds them into your financial plan. We will also look at the “softer side” of planning such as “what will I do and where will I do it” in retirement. All geared toward helping you answer the important questions like: am I ready to retire now and what are some additional considerations.

This workshop is for Annex current clients, to prep them for a positive partnership with Annex as they gear up to and go through retirement.