Timothy Sumer

In this episode of Getting Real, discover why your financial advisor or current retirement plan services provider may not inform you of investing in alternative assets. 0:00 Intro 1:07 Why your financial advisor is not providing you with information about investing in alternative assets 2:38 Public and private market advisors 3:04 How to access WealthBridge 4:02 Education gap 5:28 Can I convert an existing traditional 401(k) to a Roth IRA? Discover more on WealthBridge here: ... ( read more ) LEARN MORE ABOUT: IRA Accounts INVESTING IN A GOLD IRA: Gold IRA Account INVESTING IN A SILVER IRA: Silver IRA Account REVEALED: Best Gold Backed IRA We all need financial guidance at some point in our lives. Whether it's planning for retirement, managing debt, or saving for a major purchase, seeking the help of a financial advisor seems like a logical step. However, there are some things your financial advisor won't tell you that you should...

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 Client with legal, investment, or financia...

Upgrade the way you learn with Brilliant! To get started for FREE go to Sign up for my newsletter 👈 ----- Blackrock and Blackstone are finance companies that control trillions of dollars worth of assets between them. There is a good chance that some of your money is controlled by one of these companies without you even knowing about it. Blackrock was one of the largest investors in the ill fated FTX and Blackstone has been blamed for single handily causing the housing affordability crisis. But how do these companies actually work and are they really the most evil businesses in the world? Well no… sorry to ruin the fun, but if you remove the ominous sounding background music and carefully selected headlines, these are just regular investment firms like any other, not bad, not terrible. But I think the best way for you to realise this is to get a clear breakdown of how these companies operate. So it’s time to learn How Money Works to find out how these...

There are many alternative investments to choose from - so what makes gold so appealing to buy with an IRA? In today's video, Adam Bergman, Esq. discusses the leading reason motivating investors to purchase precious metals such as gold. -- Learn more about gold IRAs: -- Discover more videos by IRA Financial: Subscribe to our channel: -- About IRA Financial: IRA Financial 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 does not provide legal services. No attorne...

To Learn More About How to protect your retirement savings, read: In today's video, we will discuss how you can protect your retirement savings from inflation. Doing this will ensure that your money will last for a long time, no matter what happens in the world economy. We'll speak with our expert, Ms. Shelby, a financial planner and certified public accountant. She will discuss different strategies you can use to protect your money and ensure that it grows over time. So if you're worried about the future of your finances, watch this video and find out some great ideas on how to safeguard yourself! Inflation is a general rise in prices across the board, including those for goods and services people use to live their lives. As such, it's important to understand how inflation affects retirement savings because it can greatly impact how much money you can draw down from your 401(k) or another retirement account when you retire. In this video, we'll disc...

Are YOU eligible to set up a Solo 401(k) plan? Want to find out? Join IRA Financial's Adam Bergman as he lets you in on one of the best kept secrets in retirement accounts. Thoughts or questions? Leave a comment down below! -- Learn more about the Solo 401(k) plan and how it can help you: Learn more about the Self-Directed IRA and how it works: -- 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. Learn More: ... ( read more ) LEARN MORE ABOUT: Qualified Retirement Plans REVEA...

Why Do You Need an IRA Custodian? Some individuals don't understand the necessity of having an IRA custodian. Our new video, "Why Do You Need an IRA Custodian?" will provide insight to this question. Want a better idea of what alternatives are available to you? Download our Periodic Table of Assets here: An IRA is a personal savings account which allows you to contribute annually for your retirement savings. Provident Trust Group is here to help you to expand your investment options. When you are ready to be free to control your financial future, contact us and we can provide you with the support to self-direct! Visit our website, trustprovident.com, or contact Provident at 888-662-0869 for more information. Should Your Retirement Portfolio Include Alternative Investments? Whether the goal is to achieve capital preservation or aggressively generate growth, a successful retirement savings plan requires establishing an appropriate asset allocation str...

Do you know how the Roth Solo 401(k) works? You should! Join Adam Bergman as he walks you through the ins and outs of saving for retirement as a small business owner. You can have all the bells and whistles for your retirement account ! Interested in learning more about a Solo 401(k)? -- Learn more about the Roth IRA: -- Learn more about the Backdoor Roth: Learn more about the Solo 401(k): -- 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. Learn More: #Solo 401k #retirement #Alternative...

Are Rolexes and other luxury watches an inflation hedge? This has become a significant issue due to surging inflation around the world. This video considers whether Rolex and other luxury brands can be a hedge against inflation. I especially consider this in the light of the fact that inflation risk, interest rates, and recession risk can occure simultaneously and there are looming headwinds. This ultimatley transforms the question into whether luxury watches can be a "defensive" asset. Time stamps: * 0:00 Overview * 1:04 What is happening with watch prices? * 3:33 What is an inflation hedge? * 4:50 Watches as an inflation hedge * 10:43 Are there opportunties in the watch market? #Rolex #Inflation My gear * Razer Seiren on Amazon: * Logitech c922 on Amazon: ... ( read more ) HOW TO: Hedge Against Inflation REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing Rol...

Do you know which retirement account will work best for you? Join Adam Bergman as he offers his thoughts on a Solo 401(k) vs. a SEP IRA. Thoughts or questions? Leave a comment down below! -- Learn more about the Solo 401(k) plan and how it can help you: Learn more about the Self-Directed IRA and how it works: -- 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. Learn More: ... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERTING IRA TO GOLD: Gold IRA Account CONVERTING IRA ...

If you're looking to invest in real estate, you should know the best way to do it. Learn about what a Roth IRA can do for you and your retirement goals. IRA Financial has the answers to your questions. Learn more below! -- Learn more about the Solo 401(k) plan and how it can help you: Learn more about the Self-Directed IRA and how it works: -- 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. Learn More: ... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD...

What is a Traditional IRA? Why consider a Mountain West IRA self-directed IRA? We go over everything you need to know! O -You are eligible to deduct your contribution now and you anticipate your tax rate at retirement to be lower than your current tax rate. -You need a tax deduction, lowering your current tax bill. (Some investors contribute to an IRA account even without the tax deduction.) -You are looking for a larger choice of investment options for your funds. Traditional IRA eligibility: if you have earned income and want to save for retirement on a tax-deferred basis, you may contribute to a self-directed Traditional IRA. Funding your Mountain West IRA self-directed IRA with an IRA or 401(k) Rollover, Transfer, or Contribution: The most common technique to funding a self-directed IRA Traditional IRA is by making a contribution to your account. You may also rollover or transfer funds from an existing employer plan, such as a 401(k), TSA, 403(b), 475(b) defin...

What can you do with your retirement funds? Can you rollover or transfer some, or all of it? Learn from Adam Bergman as he provides the information. -- Learn more about the Solo 401(k) plan and how it can help you: Learn more about the Self-Directed IRA and how it works: -- 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. Learn More: ... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: Gold IRA Account TRANSFER IRA TO SILVER: Silver IRA Account REVEALED: ...

In this video, we’re going to discuss what alternative assets you can invest in with a Self-Directed IRA. The beauty of a Self-Directed IRA is that you can invest in almost any asset! Learn more about what you can invest in with a Self-Directed IRA: Stay connected with Madison Trust: LinkedIn: Facebook: Twitter: Vimeo: The Self Directed IRA Made Easy YouTube Channel: Madison Trust Company YouTube Channel: Video Transcript: In this video, we’re going to discuss what you can invest in with a Self-Directed IRA. A Self-Directed IRA is a retirement account that allows you to invest in alternative assets. The beauty of a Self-Directed IRA is that you can invest in almost any asset! In fact, the IRS has documented only three types of investments that are off-limits: collectibles, s-corporation stock, and life insurance. Now that we’ve talked about what you can’t invest in, you may be wondering, what can I invest in? If you’re looking to invest in real estate, ...

To Learn More About How to protect your retirement savings, read: In today's video, we will discuss how you can protect your retirement savings from inflation. Doing this will ensure that your money will last for a long time, no matter what happens in the world economy. We'll speak with our expert, Ms. Shelby, a financial planner and certified public accountant. She will discuss different strategies you can use to protect your money and ensure that it grows over time. So if you're worried about the future of your finances, watch this video and find out some great ideas on how to safeguard yourself! Inflation is a general rise in prices across the board, including those for goods and services people use to live their lives. As such, it's important to understand how inflation affects retirement savings because it can greatly impact how much money you can draw down from your 401(k) or another retirement account when you retire. In this video, we'll discu...

Did you miss this week's Wednesday Workshop? We've got you covered! Listen as Nate Hare discusses the top 5 ways to purchase real estate in a tax-advantaged manner. Successful investors are individuals that understand the many uses of money, and more importantly how to keep it. Keeping more of your hard-earned money can be difficult for some, especially when planning for retirement. Nuview Trust Company allows investors to use their IRAs, 401ks, HSAs, and ESAs, to invest in alternative assets such as Real Estate. This class will provide you the step-by-step process of how real estate is purchased and owned within an IRA. We will also discuss the pros and cons of buying real estate within your IRA(s) and cover 5 different strategies investors are using more commonly today to accomplish this. If this was helpful to you, make sure to stay connected with NuView Trust by doing the following: - Subscribe to our YouTube channel - Follow us on Facebook. - Contact ...