Timothy Sumer

Have You Always Known What To With Your 401K When You Leave Your Job? Here's A Few Tips On What You Should Do...….. To learn more about strengthening your financial house, check out our FREE intro course here: ► Where to Follow Us Online: Instagram: & Facebook: Twitter: & Website: Our Book: Thank you for watching this video—Please Share it. I like to read comments so please leave a comment and… ► Subscribe to Our Channel Here Martin and Chelsea Matthews are authors, public speakers and Financial Literacy advocates leading a team of professionals with clients in 47 states. With over 21 years combined in the financial industry as award-winning financial professionals, they focus on helping clients build an Unbreakable Financial House. Their book “Let’s Fight About Money” helps couples communicate about money and handle conflicts. They’ve hosted the Love&Money Show on the Wooditch Network; a financial, personal development and entrepreneurshi...

Are you leaving your job and are wondering what to do with your 401K/ retirement plan ? Well in this video I break down 4 options for you to do with your 401K!   💰LOOKING TO ROLLOVER YOUR 401k INTO AN IRA? CHECK OUT CAPITALIZE!💰 🌟 🎬 WATCH THESE VIDEOS NEXT! 🎬 🌟 Mutual Funds - 🌟 Mutual Funds vs Index Funds vs ETFs -   📕 BOOKS AND GEAR I RECOMMEND 📕 🌟This is my favorite Personal Finance book: 🌟Listen to this book for FREE when you sign up for a free trial of Audible:   📲 FOLLOW ME! 📲 ⭐️Facebook: ⭐️Instagram: ⭐️Tiktok:   ⏰ TIME STAMPS ⏰ 00:00 – Intro 00:42 – 401K Balances and Options 01:31 – Option #1: Rollover Your 401K to Your New Employer's 401K 02:24 – Option #2: Rollover Your 401K to an Individual retirement account (IRA) 03:16 – Option #3: Cash Out Your 401K (Not Recommended) 04:09 – Option #4: Leaving ...

#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 ...

🆓 ➡️ Free Download From Zero To Retirement: In today’s video I will be reviewing the company called Capitalize. During this capitalize review I will also be talking about how to rollover a 401k into an IRA, how to rollover 401k to Roth IRA, 401k explained, how to roll over 401k generally, wealth management, retirement planning , and how to initiate the process of a 401k rollover to new employer, IRA rollover, and much more. Capitalize is a company that can help you to roll over 401k to IRA in a few simple steps. Financial planning for retirement is extremely important. If you are interested in investing in a traditional IRA or have a rollover 401k to IRA, this video is for you. 👍 Don't forget to give this video a thumbs up if it was helpful. I really appreciate it! 📹 Index Funds vs. Mutual Funds vs. ETFs Which One Is Best For Becoming A Millionaire: 📹 Roth IRA vs. Traditional IRA vs. 401k: 👉 Don'...

401k Rollover Options: Rollover to IRA, Roth IRA, New Employer, or Leave It? This video will cover the options available to you with your 401k when you change jobs or retire. We'll walk through each option and give you some pros and cons to consider. You can leave the 401k in your old plan, roll it over to a Traditional IRA, Roth IRA, or to your new employer's 401k. We'll talk about how this strategy might help you if you're looking to do a backdoor Roth conversion. ✍️ HELPFUL LINKS ✍️ ✦Learn more about Wealthfront 👉 ✦Have trouble deciding which IRA is right for you? 👉 🕒 TIMESTAMPS 🕒 00:00 – Intro 00:40 – 5 rollover options 01:58 – #1-Keep the 401k in the old plan 04:37 – #2-Roll over into Traditional IRA 08:00 – #3-Roll over into Roth IRA 09:45 – #4-Roll over into new 401k 11:35 – #5-Cash out your 401k Disclosure The information contained in this communication is provided for general informational pu...