risk tolerance - West Coast Financial Services

3 HUGE MYTHS About Your IRA

Posted on September 20, 2020November 16, 2020 by WCFSnet

MYTH #1 – It’s All Yours… One extremely common misconception about the IRA is that you own 100% of it. The reality that all too often many overlook, is that you have a partnership with the IRS, aka Uncle Sam. Let’s say for instance that you have an IRA valued at $500,000 and you are in a 33% federal income tax bracket, the IRS has a future ownership of roughly $165,000 of your IRA! Sounds...
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A Complete Financial Risk Cycle

Posted on June 20, 2019January 8, 2021 by WCFSnet

At West Coast Financial Services, our focus is to always help retirees align their assets to match their risk tolerance. Knowing this is vital because more often than not, retirees are exposed to more risk than they are aware of. We use a variety of world-class expertise, analysis and strategies that eliminate risk. Below you will find The Financial Risk Cycle, which shows each age group’s calcula...
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Your Risk Tolerance Level

Posted on June 20, 2018November 17, 2020 by WCFSnet

How much RISK will your retirement plan allow? In the arena of financial planning it is absolutely critical that your investment strategies are in alignment with your risk tolerance. Take a glance at the chart below to see if your portfolio is at a dangerous or healthy level of risk.
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