by Craig Moser on May 15, 2020
By Ian Berger, JD IRA Analyst The Coronavirus Aid, Relief and Economic Recovery Act (CARES Act), signed into law on March 27, includes several important retirement-related provisions. Because some of these provisions are confusing, several misconceptions about the new law […]
Continue Readingby Craig Moser on May 5, 2020
With uncertainty swirling over the coronavirus (COVID-19), the markets are undoubtedly taking a hit. And while market volatility can be unsettling, it’s times like these when it’s important to remember we’re always keeping a watchful eye on your portfolio and […]
Continue Readingby Craig Moser on April 17, 2020
By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport The recently-enacted “Coronavirus Aid, Relief, and Economic Security Act,” or CARES Act, includes special tax relief for IRA and company plan withdrawals made in 2020 and for company plan loans. […]
Continue Readingby Craig Moser on April 3, 2020
By Sarah Brenner, JD IRA Analyst Roth IRAs first arrived over twenty years ago. A lot has changed since 1998. That was the year that Google was founded and an electronic pet called a Furby was one of the most […]
Continue Readingby Craig Moser on March 20, 2020
It’s probably safe to say most investors are very aware of the recent downturn in financial markets. In addition, you probably want to understand the ramifications of coronavirus to your portfolio. To be perfectly honest, I’d love to give you […]
Continue Readingby Craig Moser on March 17, 2020
As information related to coronavirus (COVID-19) continues to change, Maestro Wealth Advisors is monitoring guidance from the NC Department of Health, the NC Governor’s office, the CDC, and the White House. We have plans in place to help continue the […]
Continue Readingby Craig Moser on March 6, 2020
There’s nothing like a virus to remind us that we are all connected. That’s why coronavirus affected the global economy. An Example To show what I mean, look at your phone for a moment. In a sense, you’re holding a […]
Continue Readingby Craig Moser on February 21, 2020
The Monte Carlo simulation models the probability of different outcomes with random variables. It helps determine the impact of risk and uncertainty when forecasting. When using any Monte Carlo simulation (online or otherwise) you must also understand assumptions made by […]
Continue Readingby Craig Moser on February 7, 2020
Roth IRAs and Roth 401(k) plans are incredibly popular, and why wouldn’t they be? Both offer tax-free earnings and allow the account owner to pass tax-free dollars to their beneficiaries. However, despite the ubiquity of Roth accounts, there are some […]
Continue Readingby Craig Moser on January 17, 2020
Most of us have heard “everything in moderation”, especially when referring to healthy eating. For example, you may love chocolate cake. You may even have a slice once a week, and that’s okay. After all, everything in moderation. But would […]
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