Retirement Savings Presentation

Learn about SEP-IRAs, SOLO 401(k)s, Roth vs. Traditional, Backdoor Roths, the Mega-Backdoor and other tax-advantaged savings opportunities. Figure out which plans are best for you, how to integrate your small business plan with your spouse's workplace plan, maximizing family contributions and making the most of new tax incentives for small business plans. Presented by Heather C Liston, CFP, Enrolled Agent....(read more)

LEARN MORE ABOUT: IRA Accounts
CONVERTING IRA TO GOLD: Gold IRA Account
CONVERTING IRA TO SILVER: Silver IRA Account
REVEALED: Best Gold Backed IRA

Saving for retirement is a crucial aspect of financial planning. Retirement may seem far away, but it is important to start planning and saving as early as possible. The earlier you start, the more time your money has to grow and accumulate interest, allowing you to have a comfortable retirement. An important part of saving for retirement is creating a budget. You need to know how much you are spending and where your money is going. This will help you identify areas where you can cut spending and save more money. Allocate some of your budget towards retirement savings every month, and make it a priority to contribute regularly. Another important aspect of retirement savings is investing. A diverse investment portfolio can provide higher returns, but also carries a higher risk. It is crucial to manage your risk by diversifying your investments, and seeking professional advice on how to invest your retirement savings. An excellent retirement savings vehicle is a 401(k) employer-sponsored plan. Many employers offer a 401(k) retirement savings plan with a match where your employer will match the amount you contribute up to a certain level. This means you can get more money for your retirement savings than you would if you were saving on your own. A Roth IRA is another popular retirement savings option. The Roth IRA is a tax-advantaged retirement savings account. This means your contributions grow tax-free, and you won't pay taxes on qualified distributions when you withdraw the money in retirement. Finally, keep in mind that retirement savings must be a priority, no matter your age. Even if you are currently dealing with debt or other financial obstacles, it's essential to save for your retirement. Your retirement is on the line, and you have the ability to make sure you are financially secure in your later years. In conclusion, saving for retirement is a key part of financial planning. Start early, create a budget, and invest your savings wisely. Seek professional advice and take advantage of employer-sponsored plans and tax-advantaged accounts. Remember that your retirement is on the line, so make savings a priority and ensure that you have a comfortable and secure future. https://inflationprotection.org/retirement-savings-presentation/?feed_id=98344&_unique_id=64643b8ad7b05 #Inflation #Retirement #GoldIRA #Wealth #Investing #SanFrancisco #sanfranciscopubliclibrary #sfpl #sfpl.org #SEPIRA #SanFrancisco #sanfranciscopubliclibrary #sfpl #sfpl.org

"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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