Timothy Sumer

Learn more about Self-Directed IRAs: -- 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 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 Financial, its management, salespersons or IRA Financial's in-house legal counsel. IRA Financial Group provides IRA retirement facilitation service and CANNOT provide Cl

Safeguard Advisors - - You can use your IRA money to buy income-producing Real Estate, with a Self Directed IRA. Emphasis must be placed upon the fact that transactions will be deemed to be "prohibited" if investments, in any way, currently benefit the account holder, close family members and a few others who are known as "disqualified parties". Safeguard Advisors' attorney consultants are specifically trained in ERISA law. Note: Because the rules and regulations are complex, it is strongly recommended the account holder utilize the services of competent advisors and attorneys who are experts in the area of Self Directed IRA investing.... ( 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 Self Directed IRA Rules - Top FAQ's When it comes to saving for retirement, individuals have several options to choose from,

Navigating a 401k rollover from a previous employer can be complex. In this video, we explore the critical timelines and options for those who have and have not received a distribution. Whether you're considering leaving your 401k with your ex-employer or rolling it over to an IRA or new employer's plan, we break down the choices and potential pitfalls. Watch to learn more about this essential aspect of retirement planning . Schedule a phone or video appointment: Subscribe to our channel: for fresh content regularly on the topics of • retirement planning •INVESTMENT MANAGEMENT, and •LONG-TERM WEALTH MANAGEMENT Email (Clark): clark@clarkatterbury.com Email (Keeley): keeley@clarkatterbury.com Web: https//www.clarkatterbury.com Connect with us on social media: Facebook: LinkedIn: Representatives are registered with and offer only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment adviso

You've been saving money for your entire career so you can enjoy your golden years. Not sure what happens to your 401(k) when you retire? Financial expert Joe Anderson and Alan Clopine break down the options as well as the pros and cons of the various options. The duo also explains how to avoid penalties that could take a significant amount of money out of your retirement savings. They also discuss what happens to your 401(k) once you pass away and what the options are for your loved ones. Important Points: (1:00) - 401(k) Participants and Plans (3:20) - The Basics of 401(k) (4:10) - 401(k) Matches (5:46) - Roth Option (7:38) - True or False? There are penalties if I roll my 401(k) to a Roth IRA before I'm age 59 1/2. (10:45) - Countdown to Retirement (11:59) - What happens to your 401(k) upon retirement? (12:25) - Pros & Cons of Leaving your 401(k) with your Employer upon Retirement (14:00) - Pros & Cons of Rolling your 401(k) to an IRA upon Retire

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: 401k Plans REVEALED: Best Invest

Full retirement age, also called normal retirement age, was 65 for many years. In 1983, Congress passed a law to gradually raise the age because people are living longer and are generally healthier in older age. These changes have led to many people being confused about what their full retirement age is to receive 100% of their social security benefits In this Retirement Tuesday Tip video we will help you know what your Full Retirement Social Security Benefit age is based on the year you were born. 🔴 SUBSCRIBE for more FREE tips: ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 🤝BECOME ONE OF OUR HIGH VALUED CLIENTS: It only takes 2 steps 1. Complete an application. ➡️ 2. Once application is complete, take our Color of Money Risk Analysis to help us assess your overall risk tolerance. ➡️ Wish to Schedule an Appointment with the Retirement Education Center ➡️ Want to learn more? Watch our 1 hour Retirement Income MasterClass ➡️ Want to learn how to avoid 401(k) rollover mistakes?

Stress and anxiety are common experiences for many people. In fact, millions of adults in the United States say they feel stress or anxiety daily. Many people deal with stress every day. Work, family issues, health concerns, and financial obligations are parts of everyday life that commonly contribute to heightened stress levels. Part 2 of this Retirement Concept video series will give you insight on how to either live rich or live free to enhance your personal lifestyle. 🔴 SUBSCRIBE for more FREE tips: ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 🤝BECOME ONE OF OUR HIGH VALUED CLIENTS: It only takes 2 steps 1. Complete an application. ➡️ 2. Once application is complete, take our Color of Money Risk Analysis to help us assess your overall risk tolerance. ➡️ Wish to Schedule an Appointment with the Retirement Education Center ➡️ Want to learn more? Watch our 1 hour Retirement Income MasterClass ➡️ Want to learn how to avoid 401(k) rollover mistakes? Click to download our Fre

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. #retirement #retirementplanning #dohstr8 ---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 SILVER: Silver IRA Investing When Your 401k Savings HURTS You A 401k retirement savings plan is often hailed as one of the best ways to secure a comfortable and financially stable future. It allows individuals to set aside a portion of their income before taxes, letting it grow over time with the intention of enjoying these funds at retirement age. However, there are circumstances in which the very existence of a 401k can turn against you and

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 Rankin CRPC

5 Ways to Quickly Catch Up on 401(k) Savings over Age 40 In this video I am talking about 5 Ways to Quickly Catch up on 401(k) Savings over Age 40. Hi everyone, it's Matthew Jackson here from 401(k) Maneuver. We provide online professional account management with the goal of supercharging your 401k performance. Stop leaving money on the table each and every year in the form of lost returns. Let us help you! Subscribe to our channel: Click here to book a complimentary 15-minute 401k Strategy Session with us: Visit our site: Click to Enroll Today here: If you’re wanting to catch up on 401(k) savings and are over the age of 40, it may seem overwhelming when you think about how you’re going to do it. Just follow these 5 steps below to quickly catch up on 401(k) savings over age 40, and you’ll be shocked at how much you can save in the years to come. #1 Get a retirement plan in Place ASAP If you don’t have a plan for how much you’ll need for retirement, you need o

When you retire or change jobs, you have several options regarding what to do with your 401(k) retirement account . Here's an expansion on each of the four bullet points you mentioned: rolling over to a Traditional IRA, rolling over to a new 401(k), rolling over to a Roth IRA, or cashing out. ✔️ Rollover to a Traditional IRA ✔️ Rollover to a new 401(k) ✔️ Rollover to a Roth IRA ✔️ Cashing out Before making a decision, it's important to consult with a financial advisor or tax professional who can assess your individual circumstances, goals, and help you evaluate the potential impact of each option. ✅ Click the link to grab your FREE "Retirement Toolkit"! ➡️ 💥Find Us On The Web💥 ✅ 💥Join Us On Our Social Channels💥 ✅ ✅ Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Evans Financial Group are independent of each other. Insurance products and services are not offered through

Many people would like to know how to increase their income to fight inflation, reach their money goals quicker, or just get some more room in the budget each month. Increasing your income can offer several benefits, including: Reducing stress, pressure you may feel regarding your ability to manage your money, stabilizing your income, make it easier to pay off debt, and save money for future purchases or establish a retirement account . This Retirement Concept video will give you five ways you can increase your income to give you more stability and peace of mind in retirement . 🔴 SUBSCRIBE for more FREE tips: ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 🤝BECOME ONE OF OUR HIGH VALUED CLIENTS: It only takes 2 steps 1. Complete an application. ➡️ 2. Once application is complete, take our Color of Money Risk Analysis to help us assess your overall risk tolerance. ➡️ Wish to Schedule an Appointment with the Retirement Education Center ➡️ Want to learn more? Watch our 1 hour Retirem

In this video I explain the process of a 401k rollover to IRA. It isn't difficult, it just might be new to you. Take your time, take some notes, do sufficient research, and execute. The whole process shouldn't take more than 3-4 weeks between the time of initiating the rollover to the funds being settled into your Traditional IRA and ready for you to invest. However, if you're able to get the funds wired/transferred over instead of the old, snail mail style then it will be faster. Investopedia 401k rollover: IRS rollover info: Hope you found a nugget or two in this one. Cheers! ————— Support the channel - random referral links: ➡️ BLENDERS SUNGLASSES: Get $20 off your order of $50 or more: ➡️ Nice & affordable WATCH STRAPS from StrapsCo: ➡️ My MAGNETIC COLLAR STAYS on Amazon: ➡️ MEDICAL STUDENT LOAN REFINANCE WITH SoFi If you’re interested in lowering your student loan payments, SoFi just announced special low rates just for doctors and d