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 […]
Continue Readingby 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 […]
Continue Readingby Craig Moser on May 10, 2019
At age 70 1/2, you begin taking Required Minimum Distributions (RMDs), from your IRA or qualified plan. To determine the amount, divide your account balance on December 31 of the previous year (adjusted for outstanding rollovers and transfers) by your […]
Continue Readingby Craig Moser on April 26, 2019
There may come a time when you decide to rollover an IRA. When you’re in this situation, you need to understand the benefits of a direct transfer (direct rollover) versus a 60-day rollover (indirect rollover). Because this directly impacts your […]
Continue Readingby Craig Moser on March 22, 2019
You may have seen people grumbling on social media about smaller tax refunds this year. Major media outlets (NY Times, USA Today, Washington Post, etc.) are reporting the average tax refund check is lower this year. Many think the tax […]
Continue Readingby Craig Moser on February 26, 2019
Roth IRAs offer a unique trade-off. You pay taxes now on money contributed or converted to a Roth IRA. In exchange, your future earnings and withdrawals are tax-free. However, there are rules that must be followed. Because we don’t want you […]
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Customized Social Security Benefit Summary
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Financial Organizer
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Portfolio Evaluation
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