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July 2017

Retirement Roadmap

July 12 @ 6:00 pm - 7:30 pm
Annex Wealth Management Mequon Branch Office, 1339 W Mequon Road
Mequon, WI 53092 United States
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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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