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“Someone’s sitting in the shade today because someone planted a tree a long time ago.” – Warren Buffett. Like Buffett’s metaphorical tree, tax-deferred savings can provide the shade of financial security in retirement.
This powerful strategy allows your savings to grow without the immediate burden of taxes, ensuring a
“Do not put all your eggs in one basket.” This old saying holds especially true when it comes to retirement planning. Consider Jane, a retiree with all her savings in a single stock. When the market crashed, so did her dreams of a comfortable retirement.
Many retirees share Jane’s
Saving for retirement is like running a marathon: you must pace yourself and hit critical checkpoints.
Are you aware of the retirement savings milestones you should be reaching at each stage of your life? Missing these critical points can lead to financial strain and uncertainty in your later years.
Picture this: You and your spouse are planning your retirement, but only one has earned income. Your retirement savings might fall short. Imagine if both of you could contribute to your retirement funds, doubling your savings potential.
Spousal IRAs make this possible, offering a strategic advantage for single-income households.
Have you ever wondered how you’ll secure your retirement without the safety net of an employer-sponsored plan? As a self-employed individual, you enjoy unparalleled freedom, but that freedom comes with unique challenges—especially regarding retirement planning.
Many self-employed professionals find themselves unprepared, with insufficient savings and no clear strategy. But
Saving for retirement is like planting a garden: it flourishes with careful planning and regular maintenance. But what if there was a way to automate this care, ensuring your garden thrived without constant attention?
Automated savings act as the gardener, consistently nurturing your retirement fund and helping it grow.
Did you know that nearly 60% of retirees worry about outliving their savings? Balancing risk in your retirement portfolio is essential to alleviate this concern.
Picture your retirement as a time of financial stability and growth, free from the stress of market downturns. Read on to explore strategies to
Picture this: you’re on the verge of retirement, confident and excited about the future because you’ve maximized your 401(k) plan to its fullest potential.
Despite its importance, many people are not making the most of their 401(k) plans due to a lack of knowledge and proper strategies. Imagine retiring
When Sarah retired, she didn’t worry about taxes eating into her savings. Her secret? A Roth IRA. Starting her retirement planning early with a Roth IRA allowed Sarah to enjoy her golden years without financial stress.
Unlike traditional retirement accounts, Roth IRAs offer unique benefits such as tax-free withdrawals
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.
