Timothy Sumer

In this video, I'll show you how to invest in T Bills through Vanguard. I covered the basics of T Bills investing and explain how this investment strategy works in my previous video on how to make money using T bills - If you're looking to invest in T Bills through Vanguard, then this video is for you! I'll show you step-by-step how to invest in T Bills through Vanguard and help you to reach your financial goals in this rising rate environment. To learn about the 8 most important things to know about T bills watch - Videos that will help you! 💥 8 Things to know about T-Bills: 💥 CDs vs T-bills: 💥 Buying T-bills through Vanguard: 💥 Buying T-Bills through Fidelity: 💥 How to make money with T-bills: 💥 How to build an emergency fund from scratch: 💥 How to manage your money: 💥 Various investment options and risks: 💥 Retirement options: 💥 How to invest in the stock market, a beginner's guide: 💥 The real cost of Student Debt: Budgetin

We're an investing service that also helps you keep your dough straight. We'll manage your retirement investments while teaching you all about your money. #retirement #retirementplanning #dohstr8 ---Ready to subscribe--- For more information visit: --- Instagram @jazzWealth --- Facebook --- Twitter @jazzWealth Business Affairs 📧Support@JazzWealth.com... ( 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 Maximizing Your Roth IRA: The Mega Backdoor Roth Method The Roth IRA is a powerful tool for retirement savings, allowing individuals to enjoy tax-free growth and withdrawals in retirement. While there are income limits and contribution limits on traditional Roth IRAs, there is a little-known strategy known as the Mega Backdoor Roth Method that can help high-income earners save even more for their retirement. What is the Mega Backdo

We're an investing service that also helps you keep your dough straight. We'll manage your retirement investments while teaching you all about your money. #retirement #retirementplanning #dohstr8 ---Ready to subscribe--- For more information visit: --- Instagram @jazzWealth --- Facebook --- Twitter @jazzWealth Business Affairs 📧Support@JazzWealth.com... ( read more ) BREAKING: Recession News LEARN MORE ABOUT: Bank Failures REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing Will The Housing Market Crash During A Recession? One of the significant concerns during economic recessions is the impact they can have on the housing market. The idea of a housing market crash, similar to what occurred during the 2008 financial crisis, is a fear that often looms large in the minds of both potential homebuyers and homeowners. While it is impossible to predict with certainty what will happen during a recession, it i

Michael Mortimore, Principal at NS Partners Ltd, discusses how his firm uses macro, country and liquidity analysis alongside an Economic Value Added approach and Behavioural Psychology in managing the Nedgroup Investments Global Emerging Markets Equity Fund. For more on our funds: #investing #emergingmarkets #globalinvestment... ( read more ) LEARN ABOUT: Investing During Inflation REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing As the global economy continues to evolve and expand, international investors have become a significant force in the investment world. These investors come from various countries and bring with them a wealth of experience and knowledge that can benefit many different types of investors. One such example is NS Partners, a London-based investment management firm that specializes in emerging markets. NS Partners' investment philosophy centers

We're an investing service that also helps you keep your dough straight. We'll manage your retirement investments while teaching you all about your money. #retirement #retirementplanning #dohstr8 ---Ready to subscribe--- For more information visit: --- Instagram @jazzWealth --- Facebook --- Twitter @jazzWealth Business Affairs 📧Support@JazzWealth.com... ( 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 If you’re familiar with Roth conversions, you’re probably already aware of the pro-rata rule. This is a calculation used to determine the amount of taxable income that will be generated when you convert traditional IRA funds into a Roth IRA. In this article, we’ll explain what the pro-rata rule is and how to calculate Roth conversions using this method. What is the Pro-Rata Rule? In short, the pro-rata rule is a calculation

We're an investing service that also helps you keep your dough straight. We'll manage your retirement investments while teaching you all about your money. #retirement #retirementplanning #dohstr8 ---Ready to subscribe--- For more information visit: --- Instagram @jazzWealth --- Facebook --- Twitter @jazzWealth Business Affairs 📧Support@JazzWealth.com... ( 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 Roth conversion is the process of moving assets from a traditional IRA to a Roth IRA. It's a smart financial move because a Roth IRA allows investors to take tax-free distributions in retirement, whereas distributions from traditional IRAs are taxed as ordinary income. The question is, when is the best time to do a Roth conversion? The answer to that question varies depending on everyone's personal situation. Some pe

We're an investing service that also helps you keep your dough straight. We'll manage your retirement investments while teaching you all about your money. #retirement #retirementplanning #dohstr8 ---Ready to subscribe--- For more information visit: --- Instagram @jazzWealth --- Facebook --- Twitter @jazzWealth Business Affairs 📧Support@JazzWealth.com... ( read more ) LEARN ABOUT: Investing During Inflation REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing In times of economic uncertainty, people often turn to gold as a safe-haven investment. With the current state of the global economy, many are wondering whether now is the time to buy gold. Gold has long been considered a store of value and a hedge against inflation. It's a tangible asset that doesn't rely on the performance of stocks or currencies, making it a popular choice for investors lookin

Do you want contribute to a Roth IRA, but your income is too high? Join ACap Asset Management, Inc. to learn how to enter the Roth IRA through the backdoor. The Roth IRA is the best thing to come out of Washington in a long time. It's a great investment because your account grows tax-free, is not subject to RMDs, and you can withdraw your contributions at anytime without tax or penalties. In this webinar you can expect to learn: - Backdoor Roth IRA basics. - The steps to perform a Backdoor Roth IRA. - How to avoid unwanted tax liabilities. - What is the pro-rata rule? - How to properly report on your tax return to avoid double taxation. If you have any questions, please contact us at info@acapam.com or call (818) 272-8511. Subscribe to ACap YouTube Channel: Schedule a Consultation: Financial Advisor in Los Angeles, CA CPA in Los Angeles, CA 12031 Ventura Blvd., Suite 1 Studio City, California 91604 (818) 272-8511 hello@acapam.com DISCLAIMER: THIS VIDEO I

In this video, I'm going to explore the Roth IRA and its benefits. I'll also discuss how much you need to invest in a Roth IRA by age to get to a million dollars in retirement. I'll answer some common questions about Roth IRAs, how to get around the income limit and how to open a backdoor Roth IRA. So whether you're considering a Roth IRA or just want to know more about it, this video is for you! I'll cover everything you need to know about the Roth IRA in a clear and concise way. Thanks for watching! 2022 Roth contribution limits: 2023 Roth contribution limits: Qualified distributions: Budgeting Template: Investment Plan Template: Book Recommendations: I will teach you to be rich (Perfect for beginners) The Little Book on Common Sense Investing (Great book on index funds) The Bogleheads’ Guide to Investing (Goes into the basics of investing) Work Optional: Retire Early the Non-Penny-Pinching Way (Great guide to retiring early) Who Mov

Your 401(k), or similar employer sponsored retirement savings plan, as among the hardest-working vehicles for amassing retirement savings. However, when left behind following a job change, it may no longer be working as hard as you need it to. That's because certain key benefits may no longer apply once you sever ties with your employer. Chief among them is that you are no longer eligible to make additional contributions or receive employer matching contributions. And what's out of sight is also often out of mind. Sitting with your former employer, those important assets may not be getting the attention they deserve as an integral part of your overall retirement wealth. Fortunately, there is a strategy to get your retirement plans back on track and working toward your goals. With an IRA rollover, you realize immediate benefits. 1) You gain a more complete view of your financial picture by consolidating 401k or other qualified retirement plans. Limitations,

On episode 63 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM CFO, Tax Ninja, and PR all-time-leading contributor Bill Sweet, to discuss how to invest in bonds, RMD calculations, the new Roth rule, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! ►00:00 - Intro ►02:20 - Deconstructing 30-year stock market returns. ►09:03 - How to invest in bonds. ►15:30 - RMD calculations. ►20:44 - Backdoor Roth IRA. ►25:19 - The new Roth rule. 👕 Check out The Compound shop: 🎙️ Listen to our podcasts: The Compound and Friends: Animal Spirits: Portfolio Rescue: Talk with us about your portfolio or financial plan here: Check out Ritholtz Wealth's automated investing platform, Liftoff: Instagram: Twitter: Tik Tok: Facebook: Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Duncan

On episode 62 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM Advisor and CFP, Kevin Young, to discuss US Government default risk, inverted yield curves, safeguarding your financial plan, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! ►00:00 - Intro ►01:05 - How retirees should protect their portfolio. ►08:23 - Inverted yield curve. ►12:05 - T-Bills. ►17:18 - Safeguarding your financial plan ►27:49 - HSAs 👕 Check out The Compound shop: 🎙️ Listen to our podcasts: The Compound and Friends: Animal Spirits: Portfolio Rescue: Talk with us about your portfolio or financial plan here: Check out Ritholtz Wealth's automated investing platform, Liftoff: Instagram: Twitter: Tik Tok: Facebook: Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Duncan Hill, Bill Sweet, an

How is inflation like Star Wars, and can the Fed tame it? What happened in the financial markets in 2022 and why do they perform better when people feel bad? Is the classic “60/40” stocks/bonds asset allocation model broken? Pure's EVP and CIO Brian Perry, CFP®, CFA charter, AIF® addresses these questions. Download the SECURE Act 2.0 Guide: 00:00 - Inflation is like Star Wars 00:28 - Intro 01:38 - Are We Headed Towards a Recession? 04:45 - The Federal Reserve's Response To Inflation 08:03 - Gold and Cryptocurrency as Inflation Hedges 10:49 - Long-Term Investing Despite Short-Term Challenges: S&P 500 Performance 14:47 - The Risk of Over-Concentration in the Stock Market 16:28 - Diversification & Small Value Vs. Large Growth 21:38 - Markets Don't Care About Good or Bad News 24:44 - Inflation Drivers 26:19 - Inflation and Star Wars: Nowhere to Hide 28:08 - Is Real Estate a Good Inflation Investment? 28:55 - International and Emerging Markets 30:59 - T

On episode 57 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Portfolio Rescue veteran and tax expert, Bill Sweet, to discuss why higher inflation should be good for stocks, offsetting capital gains, what to look for in a CPA/tax planner, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! ►00:00 - Intro ►01:25 - Stock Market predictions for 2023. ►04:52 - Why higher inflation should be good for stocks. ►09:54 - offsetting capital gains. ►13:55 - Mutual funds to ETFs. ►17:25 - Changing asset allocation with increasing net worth. ►21:55 - Roth contributions. ►25:58 - What to look for in a CPA/Tax planner. This episode is sponsored by KraneShares. Visit to learn more. 👕 Check out The Compound shop: 🎙️ Listen to our podcasts: The Compound and Friends: Animal Spirits: Portfolio Rescue: Talk with us about your portfolio or financial plan here: Check out Ritholtz Wealth's automated investing platform,

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