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Namita Rao

Namita Rao is a behavioral finance expert with extensive experience in advising clients on investing and savings strategies. Her unique approach combines psychology with finance, helping clients understand their financial behaviors and make better decisions.
Visual representation of managed Roth IRA accounts benefits
Visual representation of managed Roth IRA accounts benefits

Optimal Managed Roth IRA Account Options Explained

By
Namita Rao
Discover the benefits of managed Roth IRA accounts! 📈 Learn key factors for choosing the right provider and align your investments with your goals. 💰
Overview of Maui's real property landscape
Overview of Maui's real property landscape

Understanding Real Property Taxation in Maui

By
Namita Rao
Explore real property taxation in Maui County. Understand assessments, exemptions, and their effects on homeowners and local finances. 💼🏡 #MauiTax
Cashing a 401(k) to Purchase a Home: Pros, Cons, and Considerations Introduction
Cashing a 401(k) to Purchase a Home: Pros, Cons, and Considerations Introduction

Using Your 401(k) for Home Purchases: Key Insights

By
Namita Rao
Thinking about cashing a 401(k) for a new home? 🏡 This article covers the pros and cons, rules of withdrawals, financial impact, and smart alternatives. 📊
An insightful discussion between a client and a financial expert.
An insightful discussion between a client and a financial expert.

Key Questions for Choosing a Financial Planner

By
Namita Rao
Unlock your financial potential! Discover key questions to ask a certified financial planner about their qualifications, fees, and investment strategies. 💰📈