Annex Wealth Management works with recent retirees turning a lifetime of savings into a dependable monthly paycheck. The questions are specific, and so are the answers.
What we usually help with
- A withdrawal order that keeps taxes low
- Required minimum distributions from age 73
- Protecting income from a market drop early in retirement
- Medicare premiums and IRMAA brackets
- Keeping beneficiary designations and the estate plan current
How Annex Wealth Management works with recent 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.