by MRA Advisory Team | Mar 27, 2025 | IRA, Planning, Portfolio, Retirement, Retirement Planning
Young savers are flocking to Roth IRAs. They are taking the advice of parents, workplace financial coaches and tax advisers, who have long preached the gospel of these accounts to save for retirement and even big purchases. By getting the money in early, the... 
by MRA Advisory Team | Mar 26, 2025 | Investments, IRA, Portfolio, Retirement
The rollover is the most frequent IRA transaction, but mistakes are common, leading to unnecessary taxes and penalties. The rollover is the most frequent IRA transaction, but most people do only a few rollovers during their lifetimes. Mistake are a result of this... by MRA Advisory Team | Mar 6, 2025 | Building Enduring Wealth Audiobook, Estate Planning, Financial Savings, Investments, Planning, Portfolio, Retirement, Retirement Planning
Take control of your financial future with Building Enduring Wealth for Retirement, a powerful new audiobook designed to help you gain a WealthBuilder Mindset. Read by Marco Lima, CFP®, CEO, and Wealth Advisor at MRA Advisory Group. Marco has spent 20-plus years... 
by MRA Advisory Team | Jan 28, 2025 | Female Investors, Gen X, Passive Income, Retirement, Women & Wealth, Women's Retirement
You likely have heard of passive income but might be wondering what it really means. You might envision images of money flowing in effortlessly while you lounge on a beach. However, the reality is a bit different. Passive income is about creating systems and... 
by MRA Advisory Team | Oct 1, 2024 | Book Release: Building Enduring Wealth for Retirement, Marco Lima, CFP®, CFO, Wealth Advisor, MRA Advisory Group, Planning, Portfolio, Retirement, Retirement Planning
I am thrilled to share some exciting news regarding my latest project. I’m launching a new book today that I believe will greatly interest you!Titled “Building Enduring Wealth For Retirement,” this book represents months of dedicated effort and research.... 
by MRA Advisory Team | Sep 13, 2024 | Retirement, Taxes
If you’re contemplating a move out of the U.S., think hard about why you want to go. Is it just the right time to retire to the tropical beaches of Costa Rica or to the European charm of Lisbon? Or is it to avoid paying taxes? Those trying to avoid taxes may...