Timothy Sumer

▸▸▸Enroll in our 365 Days to F.I.R.E. Program! - Enrollment is now open for our class of 2024, 365 Days to F.I.R.E. program! As part of the program, you will get to attend our 2024 meetups in Portugal (with more than 500 people attending the meetups this year!), get assigned daily FIRE tasks to complete, participate in live monthly Q&A sessions with us, be broken into smaller accountability groups with other people in the program, attend quarterly book club meetings, get personal coaching from us (for those in the coaching plan) . . . and more!!! Enroll today! ▸▸▸Enroll in our Stock Market Investing Course for Financial Independence and Retiring Early: Enroll in our new 21 module, 4-plus hour stock market investing course with more than 30 handouts of summary notes, homework assignments, and resources. Learn how to research and select investments, how to determine your asset allocation, how to rebalance your portfolio, how to optimize your investments for tax purposes,...

In this video, we’re answering questions we’ve received about rolling over a 401k into an IRA – whether it’s a traditional or Roth IRA. ➡️ Must-watch video: Should I Stop Funding My Retirement Right Now? ✅ SUBSCRIBE to NOT being a transaction ever again... ✅ Like us on Facebook! ✅ Check out our site for more tips Between mass layoffs and people quitting or changing jobs, there are a lot of people looking to rollover their old 401ks to IRAs. And, with that comes questions about the best way to do it without screwing yourself with penalties and taxes. Intro 00:41 Direct vs Indirect Rollover 02:00 401k Rollover to Traditional IRA Taxes 03:38 401k Rollover to Roth IRA 04:38 Getting a 401k Rollover Check in the Mail 06:30 401k Rollover to IRA Count as Contribution? 07:05 When Not to Rollover 401k... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: Gold IRA Account TRANSFER IRA TO SILVER: Silver IRA A...