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COVID-19 RESPONSE: March 17, 2020

by 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 […]

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The Monte Carlo Simulation

by 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 […]

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Roth IRA & Roth 401k – The Basics

by 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 […]

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Transfer on Death (TOD)

by Craig Moser on November 22, 2019

Transfer on death (TOD) registration allows you to pass the securities you own directly to another person or entity (your “TOD beneficiary”) upon your death without having to go through probate. By setting up your account or having your securities […]

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Women and Retirement

by Craig Moser on November 8, 2019

Women have made significant strides over the years.  However, as a group, they continue to face a risky retirement.  Here are some tips on how women can prepare for retirement. Only 12% of women are “very confident” in their ability […]

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Paying for College With Your Roth IRA

by Craig Moser on July 5, 2019

As college costs continue to increase, parents are exploring every possible tool available to meet those costs.  Roth IRAs can play a significant role, but the rules can be confusing.  Before paying for college with your Roth IRA, make sure […]

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Five Common Retirement Mistakes

by Craig Moser on June 21, 2019

These days, planning for retirement isn’t just a luxury. It’s a necessity. Retirement has become too complex to just pick a day to stop showing up for work. You have to factor in savings, expenses, taxes, and other spending. And […]

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Tax-Deferred Savings and Tax Rates

by Craig Moser on May 24, 2019

It can be very hard for people to grasp the fact that contributing to a tax-deferred IRA and/or 401k plan isn’t necessarily the best choice. There is a question of national debt, and a strong probability taxes will be higher […]

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Ready to get MORE out of your retirement?

Kickstart your retirement plan by requesting our complimentary MORE toolkit today.
Here's what you'll get:

Customized Social Security Benefit Summary
to help maximize the payments you are entitled to

Financial Organizer
to summarize all aspects of your financial affairs

Portfolio Evaluation
showing how your investments have performed historically and the fees that you are paying

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