Annex Wealth Management works with people roughly five years from retirement who are deciding when to stop working and how to turn savings into income. The questions are specific, and so are the answers.
What we usually help with
- Choosing a retirement date that the numbers support
- When to claim Social Security
- Turning a 401(k) into a monthly paycheck
- Health insurance before Medicare at 65
- Roth conversions in the low-income years before RMDs
How Annex Wealth Management works with pre-retirees
We start with your documents and your timeline, then put recommendations in writing so you can see the trade-offs. Implementation and reviews follow the same plan.
Related services: Financial planning for doctors, Physician student loan planning, Cash balance plans for physicians.
This material is general information only and does not constitute investment, tax or legal advice tailored to your circumstances. Investing involves risk, including possible loss of principal. Before acting on any information here, speak with a financial advisor, tax professional or attorney about your specific situation.