Timothy Sumer

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...

You SHOULD Rollover Your 401k To An IRA #shorts #retirement #financialfreedom Should I Rollover My 401k to anIRA 🤔 || 401k to IRA Rollover Pro's & Con's In this video, I want to talk about rolling over your 401k to an IRA Rollover and if that makes sense for your retirement planning . I want to look at the pro's to rolling over a 401k and also the con's to rolling over a 401k. When you should rollover your 401k to an IRA and when you should NOT rollover your 401k to an IRA. Let's talk about when you should NOT rollover your 401k to an IRA: 1. You are still working and are under the age of 59.5 2. You are 55 and considering retirement (Rule 55) 3. Increased creditor protection in a 401k 4. 401k's offer loans--IRA's do not offer loans Why you SHOULD rollover your 401k to an IRA 1. More investment choices in IRA over 401k 2. Lower investment fees 3. Convert IRA to Roth IRA (Roth IRA Conversion) 4. Consolidation from multiple 4...

Should I Rollover My 401k to an IRA? YES! #shorts #retirement #financialfreedom Should I Rollover My 401k to anIRA 🤔 || 401k to IRA Rollover Pro's & Con's In this video, I want to talk about rolling over your 401k to an IRA Rollover and if that makes sense for your retirement planning . I want to look at the pro's to rolling over a 401k and also the con's to rolling over a 401k. When you should rollover your 401k to an IRA and when you should NOT rollover your 401k to an IRA. Let's talk about when you should NOT rollover your 401k to an IRA: 1. You are still working and are under the age of 59.5 2. You are 55 and considering retirement (Rule 55) 3. Increased creditor protection in a 401k 4. 401k's offer loans--IRA's do not offer loans Why you SHOULD rollover your 401k to an IRA 1. More investment choices in IRA over 401k 2. Lower investment fees 3. Convert IRA to Roth IRA (Roth IRA Conversion) 4. Consolidation from multipl...

Why You SHOULD Rollover Your 401k Into An IRA || 401k & IRA retirement planning In this video, I want to talk about rolling over your 401k to an IRA Rollover and if that makes sense for your retirement planning . I want to look at the pro's to rolling over a 401k. When you should rollover your 401k to an IRA? Why you SHOULD rollover your 401k to an IRA 1. More investment choices in IRA over 401k 2. Lower investment fees 3. Convert IRA to Roth IRA (Roth IRA Conversion) 4. Consolidation from multiple 401k's to single Traditional IRA If you have an old 401k with a previous employer you have 4 options: 1. Leave the 401k at the old 401k plan 2. Roll the 401k to your new 401k 3. Cash out your 401k 4. Roll your 401k over to an IRA **Free Retirement Download: The Roadmap to Retirement:** 📊 Retirement income strategies and retirement income planning are two big pieces to anyones retirement planning calculator. Whether you are wanting to know strateg...

Should I Rollover My 401k to anIRA 🤔 || 401k to IRA Rollover Pro's & Con's In this video, I want to talk about rolling over your 401k to an IRA Rollover and if that makes sense for your retirement planning . I want to look at the pro's to rolling over a 401k and also the con's to rolling over a 401k. When you should rollover your 401k to an IRA and when you should NOT rollover your 401k to an IRA. Let's talk about when you should NOT rollover your 401k to an IRA: 1. You are still working and are under the age of 59.5 2. You are 55 and considering retirement (Rule 55) 3. Increased creditor protection in a 401k 4. 401k's offer loans--IRA's do not offer loans Why you SHOULD rollover your 401k to an IRA 1. More investment choices in IRA over 401k 2. Lower investment fees 3. Convert IRA to Roth IRA (Roth IRA Conversion) 4. Consolidation from multiple 401k's to single Traditional IRA If you have an old 401k with a previous em...

In this video, I'm sneaking you in the backdoor and we're talking about how you can take advantage of the backdoor Roth IRA strategy if your income is over the threshold. I'm sharing how you can utilize the mega backdoor Roth to get even more money into your Roth for 2020! Schedule your free 15-minute strategy call: Thanks for watching! Ashley Micciche, QPFC, CRPC CEO, True North Retirement Advisors ------------------------------------------------------------------------------------ Looking for daily quick retirement tips? Subscribe to my podcast: One Minute Retirement Tip with Ashley | Subscribe on iTunes: Music credit: #RothIRA #MegaBackdoorRoth #BackdoorRoth Disclosure: ... ( 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 https://inflationprotection.org/how-to-use-the-mega-backdoor-roth/?feed_id=43548&_unique_id...

A silver 401k is a retirement plan that owns silver. Physically owning and holding silver in a retirement account is a powerful way to diversify a portfolio and benefit from the intrinsic value of silver. Many investors choose to rollover a 401k into a self directed IRA to hold physical silver. It is important to work with a top tier precious metals dealer when setting that up. See this site: for reviews of all the better known and top dealers. Choose the dealer who looks most trustworthy and best able to meet your needs. Another video to watch "Buy Gold and Silver" is viewable here Watch that if you have the time. This video "Silver 401k" is linked to at Be sure to bookmark this site if you need to for later viewing.... ( read more ) LEARN MORE ABOUT: Precious Metals IRAs HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing REVEALED: Best Investment During Inflation https://inflationpr...