336.448.1086 | info@maestrowealth.com | Schedule A Conversation | Client Access
When people come into our office and say they’re not ready for retirement and haven’t saved enough, here’s how we counsel them. On today’s episode of How Money Works, Craig and Jennifer Moser talk about late bloomers and how to help them.
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:
Think about all the work around the house you’ve been doing since the quarantine started. The house is clean(ish), the yard looks great, and you’ve checked a lot of items off the to-do list.
Many people try to take on financial planning without help, but one the issues you run into is making decisions based on assumptions you have about retirement. These misbeliefs could cost you money at best and derail your retirement at worse. No one wants that to happen to them so clearing up these assumptions is our goal for this episode of the How Money Works podcast.
As the coronavirus pandemic spreads across the country, it’s getting more and more difficult to find someone not affected by this emotionally or financially.
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.
When it comes to retirement, there are some things that are like chocolate cake. In other words, you have to time things properly and do them in moderation to your keep retirement savings happy and balanced.
Phone: 336.448.1086
FAX: 336.448.1087
Main Office:
755 Highland Oaks Drive, Suite 101
Winston-Salem, NC 27103
Satellite Office:
603 Dolley Madison Road, Suite 212
Greensboro, NC 27410
Securities offered through World Equity Group, Inc., member FINRA / SIPC, a Registered Investment Adviser. Investment Advisory Services offered through Retirement Wealth Advisors, LLC, an SEC Registered Investment Advisor. Maestro Wealth Advisors, LLC, Maestro Insurance Services, Inc., and Retirement Wealth Advisors, LLC are separate entities and are not owned or controlled by World Equity Group, Inc.
Copyright 2020 Maestro Wealth Advisors, LLC | All Rights Reserved | Privacy Policy
