Top IRA Mistakes To Avoid

Top IRA Mistakes To Avoid: Schedule Your FREE Retirement Assessment Today Make retirement planning Easier Subscribe Now: Download Our Retirement Toolkit: If you are planning for retirement and saving in an IRA, what are some mistakes you should look to avoid so that you can have a successful retirement? In this episode of the Retire Once Show, we discuss mistakes that could end up costing you money in taxes or mistakes that can impact your intended beneficiaries. Submit questions to the show at Retire@theoremwm.com - Johnathan Rankin CRPC® CEPA®, Founder & CEO - Melissa Rankin - Wealth Management Advisor - Theorem Wealth Management, Financial Advisor Dallas Texas - Retire Once Show - 2022 Retirement Podcast Series ----------------------- CHAPTERS 0:00 - Introduction 1:25 - Beneficiary Mistakes 4:01 - Inherited IRA Advice 6:08 - Timing IRA Contributions 7:55 - Roth vs Traditional 9:27 - NonDeductable Contributions 10:34 - Ignoring NUA 12:50 - Tax Mistakes 14:41 - RMD Mistakes 16:09 - IRA Investment Mistakes 17:40 - Halting Contributions 19:37 - Ignoring Asset Locations ----------------------- 🎁 [ULTIMATE RETIREMENT TOOL KIT] 👍 [SCHEDULE A CONVERSATION] 😁 [REACH OUT ON FACEBOOK] ➡️ [CONNECT WITH ME ON LINKEDIN] 🌐[HOMEPAGE] 1️⃣[RETIRE ONCE] ----------------------- POPULAR RETIREMENT VIDEOS How rising interest rates affect retirement plans: All About Roth Accounts - Roth Conversions, Roth IRAs & Roth 401(k)s: 3 Things You Need To Know About Your 401(k): ----------------------- #TheoremWealthManagement #RetireOnce #RetirementPodcast Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC. Music Song: Can't Get Over Artist: Ballpoint/Epidemic Sound...(read more)

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"Is Birch Gold Group a Reliable Choice for Your 2023 Gold IRA Investments?" - A Quick Review #shorts

In this Birch Gold Group review video, I go over what makes this Gold IRA company unique, the pros and cons, their fees, minimums, and much more. Get their free guide here: 👉 FREE Resources: ➜ Gold IRA Company Reviews: Birch Gold Group boasts high ratings from consumer advocate groups. With an A-plus rating from the Better Business Bureau, a triple-A rating from the Business Consumer Alliance, and high marks from Trust Link, Trustpilot, and Google Business, Birch Gold is a top choice to trust your hard-earned retirement savings. Birch Gold Group’s low initial investment minimum is another edge it has over its competitors whose minimums can range from $25,000 to $50,000. A beginning $10,000 minimum investment is all that is required to start a GOLD IRA with Birch which is advantageous for first-time investors. Spanning nearly two decades, Birch Gold Group’s mission and philosophy focus on a commitment to understanding your needs and finding the right fit for you. Their

New York Times Company Continues to Add Online Subscribers at a Steady Clip

Business News by Timothy Sumer - The company’s first quarter results showed total paid subscriptions reaching 4.5 million. Online ad revenue rose 19 percent, to $55 million, thanks, in part, to “The Daily” podcast. from NYT > Business https://nyti.ms/304QC2w via Timothy Sumer

Should I Rollover My 401k to an IRA? YES! #shorts #retirement #financialfreedom

Should I Rollover My 401k to an IRA? YES! #shorts #retirement #financialfreedom Should I Rollover My 401k to anIRA 🤔 || 401k to IRA Rollover Pro's & Con's In this video, I want to talk about rolling over your 401k to an IRA Rollover and if that makes sense for your retirement planning . I want to look at the pro's to rolling over a 401k and also the con's to rolling over a 401k. When you should rollover your 401k to an IRA and when you should NOT rollover your 401k to an IRA. Let's talk about when you should NOT rollover your 401k to an IRA: 1. You are still working and are under the age of 59.5 2. You are 55 and considering retirement (Rule 55) 3. Increased creditor protection in a 401k 4. 401k's offer loans--IRA's do not offer loans Why you SHOULD rollover your 401k to an IRA 1. More investment choices in IRA over 401k 2. Lower investment fees 3. Convert IRA to Roth IRA (Roth IRA Conversion) 4. Consolidation from multiple 401k'

Timothy Sumer

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