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Roadmap To Retirement

March 8 @ 6:00 pm - 7:30 pm

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

Details

Date:
March 8
Time:
6:00 pm - 7:30 pm

Venue

Butte des Morts Country Club
3600 W Prospect Ave
Appleton, WI 54914 United States

Organizer

Annex Wealth Management
Phone:
262-786-6363
Website:
annexwealth.com