Timothy Sumer

Building Wealth in Changing Times FAQ & Open Forum on Deferred Sales Trust ⚠️Join Our No-Cost Deferred Sales Trust Mastermind every Friday 🚨 Selling an asset with at least $1M less gain and $1M net proceeds? Want to defer the capital gains tax? We can help you. 📞 Schedule a Strategic Call With Me or a Team Member To Learn If the Deferred Sales Trust is a good fit or not: I believe that "EVERYBODY NEEDS A CAPITAL GAINS TAX EXIT EXPERT" - Brett Swarts Do you want to exit your asset with an extra 25-50% of your gain or to help you achieve your goals? Have 40% estate tax challenges? Do you want your cash flow and tax flow to work harder for you? I can help. If you are serious about improving your odds to be successful in this uncertain marketplace, I will teach you how to become a 'Capital Gains Tax Exit Investor Expert', and show you how to exit and invest like a billionaire. Drawing from our unique past experiences, both g...

Net Wealth is the new standard for living, growing, and giving your money! Take your Net Worth into a new life focus. You need to know what you’re worth, appreciate what you have, and be actively working to get to the next level. Let’s get started . . . Close the Wealth Gap that is Time and take control to build your assets and net worth -- sometimes -- automatically while you sleep! The Net Worth Statement is where to start. Helpful Links: Sudden Money Institute Money Map How to Organize and Manage Your Financial Documents Secrets of Successful Wealth Building 6 Page Financial Guide Link: Submit a Question Link: Treasury Direct -- I -Bonds Investment and Financial Basics from the SEC Professional Advice Financial Planning • CFP® professionals (Certified Financial Planner™) • Financial Counseling • AFC® professionals (Accredited Financial Counselor®) • What’s Next with Money website LET’S CONNECT: LinkedIn Instagram Twitter Facebook...

Wondering how to have the best of both worlds... Real Estate & Wall Street? In this 1-hour class, David Moore of IRA Advantage will cover all things IRA, including how to take Distributions and make Contributions, whether cash or in-kind. Give it a watch, plan ahead & avoid the pitfalls! WEBSITE ----------- SOCIAL MEDIA ----------------- Linkedin: Facebook: Twitter: Instagram: Youtube: LATEST NEWS FROM IRA ADVANTAGE ---------------------- Disclaimer: All my opinions are my own. These statements are not meant to be taken as investment advice.... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: Gold IRA Account TRANSFER IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA https://inflationprotection.org/contributions-distributions-with-your-self-directed-ira-or-401k-plan/?feed_id=51108&_unique_id=639f3db54d621 #Inflation #Retirement #GoldIRA #Wealth #Investing #1031 #1031Exchange...

If I invest in a Turo car-sharing business, should I put the vehicle inside the business (cleanest) or own it individually and let the business use it every weekend? 7:23 Join the next Tax Tuesday LIVE bi-weekly at 👉 Toby Mathis, Esq. answers these questions along with Jeff Webb, CPA and more during this episode of Tax Tuesday, a bi-weekly FREE LIVE webinar event. *~ Claim Your FREE 45 minute Investment Strategy Session to receive business planning tips and a clear investment strategy. 👉 0:00 - Intro 7:23 - If I invest in a Turo car-sharing business, should I put the vehicle inside the business (cleanest?) or own it individually and let the business use it every weekend? If the business owns it, am I restricted from using the vehicle for personal use, or might it be covered by the 14-day rule? 18:40 - If we purchase our shared housing properties by obtaining the financing personally and then putting them each into their own for-profit LLC's,...

A 1031 Exchange is named for the Internal Revenue Code Section it's named after and it's used by real estate investors to defer taxes. Although an IRA is already a tax-advantaged account, a 1031 Exchange can be used if you sell a property that was purchased with a non-recourse loan. Learn more about the 1031 Exchange: -- Discover more videos by IRA Financial: Subscribe to our channel: -- About IRA Financial: IRA Financial Group was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms. During his years of practice, he noticed that many of his clients were not even aware that they can use an IRA or 401(k) plan to make alternative asset investments, such as real estate. He created IRA Financial to help educate retirement account holders about the benefits of self-directed retirement plan solutions. IRA Financial Group is a retirement account facilitator, document filing, and do-it yourself document service, not a...

Compairing Self Directed IRA Custodians? Check out our most recent review. Handling your own investments can be a little complicated and the IRS does require you to have a certified IRA custodian oversee your account. Selecting the right custodian can be as difficult as choosing the best assets for your portfolio. Here are a few tips to help you select the best custodian for your account. Here is our latest blog post on the Top 5 Things You Should Look For When Comparing A Self Directed IRA Custodian: Give us a call today! (888) 205-6036 www.horizontrust.com... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: Gold IRA Account TRANSFER IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA https://inflationprotection.org/self-directed-ira-custodian-comparison-horizon-trust/?feed_id=46243&_unique_id=638c89cb66ea2 #Inflation #Retirement #GoldIRA #Wealth #Investing #1031Exchange #HorizonTrust #iracustodian #s...