Timothy Sumer

What is After Tax 401K? How is it different from Roth 401K? What is Mega backdoor Roth? How do we choose the funds for our 401K? Explained in Tamil with english subtitles. 00:00 Intro 00:30 After Tax 401K Vs Roth 401K 01:23 After Tax 401K Vs Brokerage 02:51 Mega Backdoor Roth 04:24 Other 401K Notes 04:47 Required Minimum Distribution 05:28 401K Inheritance 06:12 401K Fund Selection 07:57 Self Directed Brokerage References: Related Episodes: 401K Explained: Roth 401K Vs Pretax 401K: IRA/Roth IRA: Tax Saving Priorities in USA: USA College Savings plan - 529: USA College expenses: LinkedIn: Twitter: Web: #VijayMohan #InvestmentInsights #AfterTax401K #401KFundSelection #MegaBackdoorRoth DISCLAIMER: The content of this video is my own opinions and is for information purposes only. It is not intended as a substitute for professional financial advice. It is only intended to provide education about investments.... ( read more ) LEARN MORE ABOUT: IRA Accoun...

Secure Act Changes May Make Inherited IRA's to Your Kids a Bad Idea If you’re planning to leave an inheritance to your children, there’s a new rule that will probably cause your kids to pay more taxes if you pass on your retirement plan. Today, we’re discussing how the Secure Act, passed in 2019, affects your retirement plans (401k, Inherited IRA, Stretch IRA, etc.) and front-loads taxes to kids to inherit these plans. If you want to know what the Secure Act is, how it applies to you, and what you can do about it … tune in now! Want the Exact Privatized Banking Strategies Our Clients Are Using to Build Financial Freedom? CLICK HERE For the #1 Secret: Listen to The Money Advantage podcast: Ready to move forward with Privatized Banking, alternative investments, or cash flow strategies to coordinate your finances so that everything works together to improve your life today and accelerate time and money freedom? Book an Introductory Call with our team today: ...