Timothy Sumer

Does it make the most sense for your situation to do a standard rollover when you retire or could you benefit from a 'reverse rollover'? Either with a 401k, 403b, or TSP, a reverse rollover can be a powerful option for some retirees. You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to Many retirees are quite familiar with a normal 401k to IRA rollover. This will be the most common type of rollover most individuals will use. But this doesn't mean it's the best option for EVERYONE. Did you know there are benefits to reversing this process and doing reverse rollover (IRA to 401k rollover, IRA to 403b rollover, or IRA to TSP rollover)? What are some of these benefits? 0:00 What is a Reverse Rollover? 0:51 Reason #1 - Early Access 2:28 Reason #2 - Backdoor Roth IRA 4:25 Reason #3 - RMD Exemption 5:46 Reason #4 - Creditor Protection 6:28 Reason #...

Matthew Jackson gives tips on how to avoid mistakes when rolling a 401k into an IRA. I'll be talking about the importance of making sure you know what you might pay in fees when rolling your 401 K, and the importance of not limiting your investment choices when rolling your 401 K, and the importance of working with a fiduciary based advisor. Have a questions? matt@solidwealthadvisors.com Share this video Website Blog Facebook ... ( 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 A 401(k) rollover to an individual retirement account (IRA) is a financial move many people make when they leave their employer or retire. In this article, we will discuss the benefits and considerations of a 401(k) rollover to IRA. First, it is essential to understand the difference between the two types of retirement accounts. A 401(k) is an employer-sponsore...

#Rollover401K #IRA #401k Rollover 401K or IRA Rollover What to do? This episode talks about the past week in the market. I also discuss what to do with your 401K or IRA and the decision to roll it over to a financial professional and things to consider. ✅ BOOK AN APPOINTMENT TODAY: =========================================================== 🔴 SEE ALL OUR LATEST BLOG POSTS: If you like the content, smash that like button! It tells YouTube you were here, and the Youtube algorithm will show the video to others who may be interested in content like this. So, please hit that LIKE button!💥 🎯🎯🎯Don’t forget to SUBSCRIBE here: ✅ Contact me: TDavies@TDWealth.Net 🔥🔥🔥 ====== ===Get Our FREE GUIDES ========== 🔥🔥🔥 🎯Retirement Income: The Transition into Retirement: 🎯Beginner's Guide to Investing Basics: ✅ LET’S ...

There are tons of rules and pitfalls when rolling over a 401k to an IRA. This is one simple mistake that I have seen made and it could cost you not only in taxes, but also a 10% penalty. This video is intended solely for education and is not financial or tax advice. **For more information visit** Instagram @TheFutureMill Facebook Join the Private FB Group: ... ( 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 When it comes to retirement planning , rolling over your 401(k) to an IRA is a smart move. But there are some common mistakes to avoid when making the transition. 1. Not Researching Your Options: When rolling over your 401(k), you have a lot of options. It’s important to research the different types of IRAs available, such as traditional, Roth, SEP, SIMPLE, and more. Each has its own set of rules and regulations, so it’s important ...

Does your 401k to IRA rollover make sense for your retirement? It likely does if you're considering its impact in retirement. You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to Timestamps: 0:00 Going Beyond the "Normal" Reasons to Rollover Your 401k 0:33 The Often Discussed Reasons... 2:08 Surprising Reason #1 4:00 Surprising Reason #2 5:05 Surprising Reason #3 6:38 Surprising Reason #4 7:24 Surprising Reason #5 8:46 Surprising Reason #6 9:22 Fixing a Key Problem with a 401k Rollover #401krollover #retirementincomeplanning #retirementplanning - - - - - - - - - - - - - - - - - - - - Always remember, "You Don't Need More Money; You Need a Better Plan" 🍿 Subscribe to our channel: 🏆 Join our Weekly Email Series: 📈 Talk with us about your retirement plan here: 📚 The New 60/40:...