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Are you confident that your retirement savings will withstand future tax changes?
Many retirees unknowingly put their financial security at risk by overlooking one crucial element: tax diversification.
This strategy is vital in protecting your savings from unexpected tax burdens.
In this article, we’ll explore how tax
Jane thought she was doing everything right. Every year, she donated to her favorite charities, feeling good about the difference she was making.
But it wasn’t until she met with a financial planner that she realized she could have been helping herself too—by taking advantage of tax benefits she
The biggest mistake retirees make is assuming they’ll pay less in taxes,” says a leading financial expert.
Without a thoughtful withdrawal plan, many retirees pay more taxes than they did while working.
This unexpected tax burden can take a big chunk of your retirement savings, making it harder
Did you know that over half of all investors pay more capital gains taxes than they need to?
These taxes can take up to 20% of your investment profits, leaving you with less money to grow your wealth.
But it doesn’t have to be this way. With the
Did you know that the average investor can lose up to 30% of their investment returns to taxes yearly?
That’s a significant amount of money slipping away—money that could be used to enjoy retirement, support your family, or achieve your financial goals.
The good news is that there
Did you know that the share of alternative investments in global portfolios has increased by over 50% in recent years? This trend shows that more and more people are realizing that traditional investments, like stocks and bonds, might not be enough to reach their financial goals in today’s uncertain world.
“Investing only in your home market is like planting all your crops in one field—if a storm hits, your entire harvest could be lost.”
Picture this: You’ve just invested in a startup on the brink of disrupting an entire industry. As the company grows, so does your excitement—and your investment. You’re not just watching; you’re part of something groundbreaking.
Watching your initial investment multiply is thrilling, especially when you believe in the company’s
Imagine a seasoned investor who watched their portfolio shrink during the last economic downturn despite having what seemed like a solid mix of stocks and bonds.
After the dust settled, they realized precious metals were missing from their strategy.
These assets have been a cornerstone of financial security
Copyright © 2021 · Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Ironwood Financial, LLC), or any non-investment related content, made reference to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from Ironwood Financial, LLC. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Ironwood Financial, LLC is neither a law firm nor a certified public accounting firm and no portion of the newsletter content should be construed as legal or accounting advice. If you are a Ironwood Financial, LLC client, please remember to contact Ironwood Financial, LLC, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services. A copy of the Ironwood Financial, LLC’s current written disclosure statement discussing our advisory services and fees is available upon request.
