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Maestro Wealtlh Advisors

Financial Planning Personalities by Profession

By |2020-10-08T15:31:05-04:00November 13, 2020|Financial Planning, Personal Finance, Uncategorized|

In our experience, people in certain jobs tend to approach financial planning the same way. On this episode of How Money Works, we explain some of the positives and challenges of financial planning by profession.

Roth vs. Traditional IRA

By |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.

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