Monday, September 26, 2022
57.8 F
HomeWealth Management Learning CenterBudgeting Apps, Pre-Tax Contributions, Retirement Timing, 60/40 Portfolios

Budgeting Apps, Pre-Tax Contributions, Retirement Timing, 60/40 Portfolios


Annex Wealth Management’s Sarah Kyle and Randy Winkler, CFP® answer several Ask Annex questions:

“Years ago, Randy mentioned an app or a website he used to help budget, what was that?” – Tim

“My plan was to retire in 2023 at 66, is my timing terrible?” – Carol

“Discovered my wife has about $4,000 in pre-tax contributions she made to a defined benefit pension plan at her old government employer. She didn’t stay long enough to be vested in the pension, but we can request that the contributions be refunded to us or rolled into another plan. Is there a downside to investing it all at once?” – Justin

“Why are 60-40 portfolios getting such bad press?” – Anonymous

Talk With Annex Wealth Management

Have questions about financial and retirement planning, estate and legacy planning, investment management, insurance assessment, 401(k) plans for business, tax preparation and planning or other topics? Annex Wealth Management is here to help.

Annex Wealth Management is an RIA (Registered Investment Advisor) not owned by a bank, brokerage firm, or insurance company. As a fiduciary, we're held to a higher legal standard to always act in the best interests of our clients and to provide unbiased professional financial services free of the conflicts of interest that are prevalent in many banks and brokerage firms.