Timothy Sumer

🔋 the power of 401k contributions ✅ CLICK HERE TO SUBSCRIBE: Thanks for watching Kelly Questions! 🌴... ( read more ) LEARN MORE ABOUT: 401k Plans REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing The Power of 401k Contributions: Securing a Strong Financial Future When it comes to planning for our future, one of the most critical steps we can take is to contribute to a 401k retirement plan . A 401k is a retirement savings account offered by many employers, allowing employees to save a portion of their income for the long term. The power of 401k contributions cannot be underestimated – it can make a significant difference in securing a strong financial future. So, what makes 401k contributions so powerful? Here are a few important factors to consider: 1. Tax Advantages: One of the most attractive aspects of a 401k plan is the tax benefits it offe...

In this video, we'll explain what a 401k is and how it works. We'll cover the basics of employer-sponsored retirement plans, including how they're funded, how contributions and investments are managed, and what tax advantages they offer. We'll also discuss the differences between traditional and Roth 401k plans, as well as some of the key considerations to keep in mind when choosing and managing your 401k investments. Whether you're new to retirement planning or looking to optimize your savings strategy, this video is a must-watch! Like, Comment, and Subscribe! If you would like free stocks, click the links below. Join Robinhood with the link below you will be able to pick your own free stock 🤝 Join Webullwith the link below you will be able to pick your own free stock 🤝 Join Coinbase with the link below you will be able to pick your own free stock 🤝 ... ( read more ) LEARN MORE ABOUT: 40...

How to make the most of a 401k - Make Retirement Planning Easier Subscribe Now: Schedule Your FREE Retirement Assessment Today Download Our Retirement Toolkit: In this video, we're talking about the 401(k) retirement plan and how you can make the most out of it. Did you know that the average 401(k) balance is only $103,900, while most Americans believe they need $1.25 million to retire comfortably? With over 100 million Americans having access to a defined contribution retirement plan like a 401(k) or 403(b), it's important to know how to make the most out of your retirement plan . In this video, our Founder and CEO Johnathan Rankin will cover five important ways to maximize your 401(k). We discuss the impact of taking a loan from your 401(k) to investing tips to maximize your long-term success. 👍 [SCHEDULE YOUR RETIREMENT ANALYSIS] If you have questions or comments email us Retire@theoremwm.com or head to www.Retireonceshow.com - Johnathan ...

In this video, we'll explain what a 401k is and how it works. We'll cover the basics of employer-sponsored retirement plans, including how they're funded, how contributions and investments are managed, and what tax advantages they offer. We'll also discuss the differences between traditional and Roth 401k plans, as well as some of the key considerations to keep in mind when choosing and managing your 401k investments. Whether you're new to retirement planning or looking to optimize your savings strategy, this video is a must-watch! Like, Comment, and Subscribe! If you would like free stocks, click the links below. Join Robinhood with the link below you will be able to pick your own free stock 🤝 Join Webullwith the link below you will be able to pick your own free stock 🤝 Join Coinbase with the link below you will be able to pick your own free stock 🤝 ... ( read more ) LEARN MORE ABOUT: 40...

Aimed at small business owners, Jason Watson, CPA, of WCG Inc. (formerly the Watson CPA Group) takes you through the details of leveraging the most out of your solo 401k or SEP IRA, how the W-2 wage limits work, the bonus of adding your spouse to payroll and the 401k plan, and having multiple 401k plans (your main job and your side hustle). Understanding your small retirement plan options This material is based on content from our website and our book, Taxpayer’s Comprehensive Guide to LLCs and S Corps. Thank you! Warm Regards, WCG Inc. (formerly Watson CPA Group) 2393 Flying Horse Club Drive Colorado Springs, CO 80921 719-387-9800 phone 719-345-2100 text message 855-345-9700 fax Facebook - LinkedIn- Twitter - YouTube - ... ( read more ) LEARN MORE ABOUT: 401k Plans REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing Write an article about Maximizing ...

401k Explained in 3 Minutes! You probably work at a company with a 401k retirement plan right? does it make sense? how does a 401k work? no?! Ok, this video should clear in up in 3 minutes. yes, its a 401k explained in 3 minutes. #investing #affiliatemarketing #kevinjpineau My #1 Online Business Recommendation to Grow and into a Full time Income.✅ Get a Free Portfolio 401 K Analysis with Blooom here: Get $5 When You Fund Your New Acorns Account With $5 or More Using This Link: ➡View My Channel: Youtube tools: DISCLAIMER: This video and description contains affiliate links, which means that if you click on one of the product links, I’ll receive a small commission. This helps support the channel and allows us to continue to make videos like this. Thank you for the support! -~-~~-~~~-~~-~- Please watch: "What is an email swipe?" -~-~~-~~~-~~-~-... ( read more ) LEARN MORE ABOUT: 401k Plans REVEALED: Best Investment During Inflation ...

MAX OUT YOUR 401K?... Not So Fast! In this video, we're exploring whether or not you should max out your 401K. While the answer to this question may seem obvious, it's worth spending time understanding the full implications of maxing out your 401K. Before making a decision about whether or not to max out your 401K, it's important to understand the full implications of doing so. This video will help you understand the risks and rewards of maxing out your 401K, so you can make an informed decision! 00:00 Introduction 00:59 Taxes 02:05 RMD (Required Minimum Distribution) 02:43 Qualified Money 02:53 After Tax Accounts 03:03 Tax Free Accounts 03:25 Sample Case 04:57 Disclaimer **************************************************************************************** 🟢 💸 DOWNLOADABLE RESOURCES: 💸 🟢 ************************************************************************************ ★ Subscribe to our channel for tim...

///////////////////////////////////////////////// Get answers FASTER... Join this channel to get access to perks: Chat on discord: Join Link Support on Patreon: Get IRS FORM W4 TAX WITHHOLDING HELP HERE STARTING AT $39. bit.ly/3FJ6w8U ----------------------------------------------------- Are you ready for professional investment advice? We can help you with financial planning and asset management. Let us guide your investments to your financial freedom. START HERE Our financial planning process is an ongoing relationship because as you grow, your financial plan grows with you. At Sickle Hunter Financial Advisors, we believe that saving and making sound financial decisions will help improve your life’s changing needs and objectives. Retirement, college planning, wealth building, social security, and career benefit packets are only a few of the financial decisions that you may face in your lifetime and we’re here to help guide you. TRAVIS T SICKLE, CFP®, EA®, AAMS®, C...

The 401k catches a lot of flak but it was the best vehicle for me to use to retire. In my situation the Pros out weighed the Cons.... ( read more ) LEARN MORE ABOUT: 401k Plans REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing As a working individual, deciding to save money for your retirement is one of the most important decisions you can make. After all, you wouldn't want to be caught off guard by unexpected expenses during your golden years. For this reason, I decided to contribute to my 401k plan early on and it turned out to be the best decision I made for my retirement. First, it is important to understand what a 401k plan is. In simple terms, a 401k plan is a retirement savings account offered by an employer. Employees can choose to have a portion of their earnings contributed to the account, which then grows tax-free until retirement. Additionally, some employe...

Have a question? Feel free to reach out at (240) 285-9820 Schedule an appointment at For free resources: visit - Presentation slides - 2023 Key Data Sheet (all the tax numbers broken down) - 2023 Retirement Checklist - Summary List of all provisions There are 92 tax changes headed your way. Regardless of age, if you are investing for or already retired, there is something for you in this legislation. That is why I recorded this video and am sharing 4 important free resources to help you navigate the host of changes being implemented over the next three years. Changes relating to: - RMD start dates - 529 plan rollovers - Contribution limit increases - Penalty changes - Exclusions Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and D’Andrea Financial, LLC are not...

IRA Financial's Adam Bergman discusses the Mega Backdoor Roth 401(k) and how it supersizes your tax-free (Roth) retirement income. By making after-tax contributions to a 401(k), you can move those funds into an IRA and convert them to a Roth. -- 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. Learn More: ... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERT IRA TO GOLD: Gold IRA Account CONVERT IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA ht...

IRA Financial's Adam Bergman Esq. discusses whether you should make traditional (pretax) or Roth (after-tax) employee deferral contributions to your 401(k) plan. -- Learn more about the Solo 401(k): -- 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 law firm. IRA Financial Group does not provide legal services. No attorney-client relationship exists between Client and IRA F...

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...

Today we're talking about one negative reason to max out your 401k. While no one can argue about one that wants to aggressively save for retirement, we do want to consider the tax consequences along with other investment options. Today, we'll go through an example of how your social security benefits could be partially taxed when trying to live on $50,000 a year in retirement as well as show some alternative withdrawal strategies using Roth IRA's or Roth 401k's. We're an investing service that also helps you keep your dough straight. We'll manage your retirement investments while teaching you all about your money. ---Ready to subscribe--- For more information visit: --- Instagram @jazzWealth --- Facebook --- Twitter @jazzWealth Business Affairs 📧Support@JazzWealth.com... ( read more ) LEARN MORE ABOUT: 401k Plans REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN...

See maximum limits and, more importantly, what goes into the 401(k) max contribution. For 2023, the annual limit is up to $22,500 of your own pay, and the total amount that can go into your account is $66,000. For those over age 50, another $7,500 catch-up is allowed. But this can get complicated, and if you’re hoping to max out your 401(k), it’s helpful to understand all of the pieces involved. Get free retirement planning resources: 🔑 9 Keys to Retirement Planning 🐢 6 Safest Investments Contributions can be employee or employer contributions (or both). When your employer contributes, you might get matching money, profit-sharing dollars, or other types of contributions to your account. 🌞 Subscribe to this channel (it's free): Employee money can often go in pre-tax or as Roth-type money. The choice you make depends on what’s available and what makes the most sense for your strategy. And some plans allow voluntary after-tax cont...

If you don’t know how to read a 401(k) statement, much less understand it, then you want to keep watching. Subscribe to our channel: Click here to book a complimentary 15-minute call with us: Visit our site: Click to Enroll Today here: We’re breaking down why it’s vital to your retirement future that you look at your statement, but also how to read and understand the information presented. Why You Need to Open and Read Your 401(k) Statements Many investors approach their 401(k)s with a set-it-and-forget-it strategy. This is not advisable as 401(k)s are often people’s largest asset come retirement. If you don’t pay attention to how your 401(k) is performing, understand what you’re paying in fees, or rebalance at least quarterly, you are not in control of your financial future. Here’s a breakdown of the 3 reasons you want to make it a point to open and read your 401(k) statements: You get to see how your 401(k) is performing. You understand what you are paying i...