Randy Winkler, CFP®, a Wealth Manager at Annex Wealth Management, answers several Ask Annex questions: “What about the Multiply By 25 Rule? What’s that?” “401(k) or HSA?” “It was suggested I look at an in-service rollover of my 401(k) to an IRA. I’m 61 and plan on working until 65. Does that make any sense?”
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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.