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Maestro Wealtlh Advisors

Impact of Covid-19 on Your Portfolio

By |2020-10-27T09:33:53-04:00August 26, 2020|Economy, Financial Planning, Personal Finance, Retirement Planning|

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 impact of Covid-19 on your portfolio.  To be perfectly honest, I’d love to give you a specific, realistic, and quantifiable answer. 

Paying Taxes From Another Source

By |2020-10-27T09:38:29-04:00June 26, 2020|Retirement Planning, Roth Conversion, Taxes|

Be careful before diving headfirst into a Roth conversion. Evaluate your income for the year and determine how much wiggle room you have before potentially pushing into the next tax bracket. Remember that Roth conversions can impact financial aid, IRMAA surcharges and other items based on income.

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.

Transfer on Death (TOD)

By |2020-10-02T10:41:09-04:00November 22, 2019|Estate Planning, Financial Planning, Personal Finance, Retirement Planning|

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 to help provide a little peace of mind, here are a few things to remember during uncertain times to help keep things in perspective.

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