1926 E. Fort Lowell Rd Suite 100
Tucson, AZ 85719
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Mon - Thurs: 9:00 - 5:00 AZ
Fri: 9:00 - 3:00 AZ
In today’s blog post and video, we break down the correct way to take advantage of Roth conversions using today’s tax rates. In our last
In today’s blog post and video, we break down how annuities can be abused by agents not held to a fiduciary standard. If you’ve ever
In today’s blog post and video, we break down how most annuities with all the fancy riders and big promises really work. Watch below to
Are you losing money on your savings accounts and CD’s because of low rates and inflation? Then this video is for you. Do you know
Did you know that the way charitable contributions are claimed for retirees is changing? With the new tax plan in place, many people could soon
Do you know the consequences of paying off your mortgage in today’s interest rate environment? If not, then this video is for you. If your
Do you know how much you’re paying in “hidden” fees? If not, then this video is for you. If you’re an investor then you’ve most
Ever wondered if a Roth conversion could help you get a “tax-free” retirement? When the Roth conversion came out it was all the rage. Advisors
Retirement planning can be overwhelming and downright scary when you think of what could happen if you run out of money. But that’s only one
available from 9:00 am – 5:30 pm MDT
Address 1926 E. Fort Lowell Rd
Suite 100
Tucson, AZ 85719
Email contact@ironwoodfinancial.com
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.
