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Many investors think that getting out of the market and moving to cash is a viable strategy for avoiding the painful parts of investing: downturns and crashes. Data shows this is actually a mistake, not a method.

Over thirty years of data is clear: the average Joe investor gets below-market returns. Learn the mistakes to avoid and actions you can proactively take to get better investment performance.

In this post, I’ve included some of the most significant changes for investors and retirees.  Please note that these changes relate to your filing for the 2023 tax year.