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October 2018

Retirement Roadmap

October 4 @ 6:00 pm - 7:30 pm
Annex Wealth Management Lake Country Branch Office, 2301 Sun Valley Drive, Suite 100
Delafield, WI 53018 United States
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Free

We’ll Cover: • Your retirement savings are at risk – Failure to manage taxes and higher costs can leave you with less • If you rollover or distribute your 401k or IRA incorrectly, it can cost you • Withdrawing too much too soon can be deadly to a portfolio LEARN HOW TO: • Understand your sustainable withdrawal rate • Recognize important IRA milestones

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Retirement Roadmap

October 11 @ 6:00 pm - 7:30 pm
Butte des Morts Country Club, 3600 W Prospect Ave
Appleton, WI 54914 United States
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Free

We’ll Cover: • Your retirement savings are at risk – Failure to manage taxes and higher costs can leave you with less • If you rollover or distribute your 401k or IRA incorrectly, it can cost you • Withdrawing too much too soon can be deadly to a portfolio LEARN HOW TO: • Understand your sustainable withdrawal rate • Recognize important IRA milestones

Find out more »
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