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Maestro Wealtlh Advisors

Roth vs. Traditional IRA

By |2020-10-08T15:31:41-04:00October 30, 2020|Financial Planning, IRA, Retirement Planning, Rollover, Roth Conversion|

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.

4 CARES Act Misconceptions

By |2020-10-02T10:36:14-04:00May 15, 2020|IRA, Personal Finance, RMDs (Required Minimum Distributions)|

The Coronavirus Aid, Relief and Economic Recovery Act (CARES Act) was signed into law on March 27.  It includes several important retirement-related provisions. Because some of these provisions are confusing, several CARES Act misconceptions have arisen.

Roth IRA & Roth 401k – The Basics

By |2020-10-27T09:41:11-04:00February 7, 2020|401K, IRA, Retirement Planning|

Despite the ubiquity of Roth accounts, there are some common misunderstandings about how Roth IRAs and Roth 401(k)s operate and interact with each other. Confusion swirls around such basic concepts as contribution limits, eligibility and Roth rollovers.

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