Rollover Archives - Maestro Wealth Advisors

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I am an Independent Investment Advisor (IAR)
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I am an Independent Investment Advisor (IAR)

Financial Planning, Personal Finance, Retirement Income, Retirement Planning, Rollover

I am an Independent Investment Advisor (IAR)

By Maestro Wealth Advisors|2021-05-26T09:42:30-04:00June 11, 2021|Financial Planning, Personal Finance, Retirement Income, Retirement Planning, Rollover|

I am an Independent Investment Advisor (IAR) [...]

Roth vs. Traditional IRA
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Roth vs. Traditional IRA

Financial Planning, IRA, Retirement Planning, Rollover, Roth Conversion

Roth vs. Traditional IRA

By Maestro Wealth Advisors|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.

3 Reasons to Roll Over Retirement Funds
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3 Reasons to Roll Over Retirement Funds

401K, IRA, Retirement Income, Rollover

3 Reasons to Roll Over Retirement Funds

By Maestro Wealth Advisors|2020-10-27T09:39:08-04:00June 10, 2020|401K, IRA, Retirement Income, Rollover|

With job loss can come questions of what to do with retirement savings such as your 401(k) plan. A rollover to an IRA may be good move for you. Here are three reasons why:

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