Timothy Sumer

SECURE Act 2.0 made some major changes to current retirement planning laws. Has your retirement plan adapted? 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 New SECURE Act 2.0 Rollover Strategy 0:28 529 Plans Explained 2:13 The 529 Plan to Roth IRA Rollover 5:27 The Million Dollar Family Gifting Strategy - - - - - - - - - - - - - - - - - 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: How the Next Generation of Retirees Can Achieve Radical Financial Freedom through Better Safe Investing - Safeguard Wealth Management is an SEC Registered Investment Advisor. Safeguard Wealth Management is not an insurance provider. All content on Youtube is for informational purposes only a

Today on Your Money, Your Wealth® podcast 400 with Joe Anderson, CFP®, and Big Al Clopine, CPA, are there any holes in a 5-year plan to retire from the Air Force, buy a house and a plane, and become a commercial pilot? Can you claim an unpaid loan to a start-up as a tax loss, do a Roth conversion, and pay no tax? Are Roth conversions a good idea in a low-earnings year? Does it matter if you convert to Roth before or after changing custodians? What retirement savings options do independent contractors have besides the Solo 401(k)? Does it make sense to cash out a 529 college savings plan that’s losing money? Plus, Joe and Big Al spitball a real estate strategy, and they discuss a state retirement account held at an insurance company. Show notes, free financial resources, transcript, Ask Joe & Big Al On Air: 00:00 - Intro 01:00 - 5-Year Plan on Track to Retire From the Air Force and Become a Commercial Pilot? (Mike, Germany) 08:15 - Claim an Unpaid Loan as a Tax Loss, Do

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Learn more about personal finance and these tutorials at This tutorial covers how to setup a 529 College Savings Plan using Quicken Personal Finance Software.... ( read more ) LEARN MORE ABOUT: Keogh Plans REVEALED: How To Invest During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing https://inflationprotection.org/how-to-add-a-529-plan-in-quicken/?feed_id=56946&_unique_id=63b5d1967b61e #Inflation #Retirement #GoldIRA #Wealth #Investing #529plan #collegesavings #howto #intuit #quicken #tutorial #KeoghPlan #529plan #collegesavings #howto #intuit #quicken #tutorial

Will This New Law Change Your Retirement? - Schedule Your FREE Retirement Assessment Today Make retirement planning Easier Subscribe Now: Download Our Retirement Toolkit: On this episode of the Retire Once Show, Johnathan and Melissa discuss the new Secure Act 2.0. This law has over 100 different retirement provisions. There are so many changes that this law impacts and on this episode, we cover the top changes that are coming with the new Secure Act 2.0. With everything from new ages for RMD (required minimum distributions) to an increase coming to catch-up contributions, there are so many things to unpack in this 4100 page law. If you have questions or comments for the show email us Retire@theoremwm.com or head to www.Retireonceshow.com - Johnathan Rankin CRPC® CEPA®, Founder & CEO - Melissa Rankin - Wealth Management Advisor - Theorem Wealth Management 🎁 [ULTIMATE RETIREMENT TOOL KIT] 👍 [SCHEDULE A CONVERSATION] 😁 [REACH OUT ON FACEBOOK] ➡️ [CONNECT

#military #tsp #g-fund #thrift The problem of "how to use the TSP" comes up all the time. If you want to invest in the Thrift Savings Plan, it pays to know what you're doing. Go to tsp.gov, know which TSP fund to invest in, and get your account in order! _______________________________________________ 🔥 Support the Kamikaze Cash Patreon for exclusive perks: Sample Henchman Post: Sample OG, Legate, Centurion, & Lancer Post: Thank you to the OGs, Legates, Centurions, Lancers, and Henchmen who already joined and make these videos a reality. _______________________________________________ 🔥 Webull has finally enabled spreads. Ready to ditch Robinhood? Get in on the action here: _______________________________________________ 🔥 Kamikaze Cash trading card NFTs are live! _______________________________________________ 🔥 Join Theta’s Discord and hang out with Theta Gang Warriors in #frathouse and #market-talk: _________________________________________