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Maestro Wealtlh Advisors
Blog2020-11-04T16:36:14-04:00

Blog

  • Ep 23: Are You in the Financial Red Zone?

    On today’s episode of How Money Works, we’ll discuss the financial red zone. What is it, and what should you do if you fall in this category?

  • Recharacterizing an IRA Contribution

    Recharacterizing an IRA Contribution

    Recharacterizing an IRA Contribution IBy Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport Recharacterizing an IRA contribution is still in the toolbox.  However, [...]

  • Ep 22: Clients’ Toughest, Most Unanswerable Questions

    On today’s episode of How Money Works, we’re sharing some of the toughest, most unanswerable questions we get in the financial business. From healthcare to the stock market to taxes, we'll cover some important planning topics.

  • financially prepare for 2021

    Ep 21: Financially Prepare For 2021

    On today’s episode of How Money Works, we’re sharing advice about how to prepare financially for the year ahead. 

  • July 2020 Market Brief

    January 2021 Market Brief

    January 2021 Market Brief:   Each month, Craig Moser, CFP®, CRPC®, records and produces Market Brief.  The goal is to share his experience and insights related to various [...]

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Roth vs. Traditional IRA

To answer the question of Roth vs. Traditional IRA, they chose to “bite the tax bullet” now and enjoy tax-free withdrawals.  It's the same for retirees who converted a traditional account to a Roth.  (Their heirs will also inherit the tax-free accounts.)  Let's take a look at the Roth vs. Traditional IRA.

October 30, 2020|

Material discussed is meant for general/informational purposes only.  It is not to be construed as tax, legal, or investment advice.  This information has been gathered from sources believed to  be reliable.  However, individual situations can vary.  Therefore, the information should be relied upon only when coordinated with individual professional advice. Past performance is no guarantee of future results. Diversification does not ensure against loss.

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