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Maestro Wealtlh Advisors

Things to Remember During Uncertain Times

By |2020-10-27T09:36:27-04:00August 13, 2020|Economy, Personal Finance|

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.

Tax Planning With Addison Maille

By |2020-10-02T09:56:31-04:00July 16, 2020|Financial Planning, Taxes|

Two specific topics we want to get Addison Maille's insight on are business succession planning and real estate investing tax challenges. We’ll discuss those things plus learn more about the tax planning process and what people can be doing over the second half of the year.

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.

CARES Act Expands HSAs

By |2020-10-27T09:40:03-04:00May 29, 2020|Economy, Health Care, Personal Finance|

The recently passed CARES Act expands HSAs and what they cover.  These changes allow access to more medical services without worrying about your deductible.  They also allow you to take more tax-free distributions from your HSA. Here’s what you need to know.

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.

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