Timothy Sumer

Wondering what is a Roth IRA or how to get started with Roth IRA investing? Over my career as a financial planner I've helped countless investors and families maximize their retirement, college, and inheritance savings through the power of Roth money. A Roth IRA can be one of the most powerful tools in your financial planning arsenal, but between the regulatory red tap, ira contribution limits, and various administrative structures (employer sponsored plan, roth conversions, backdoor roth ira etc.), figuring out how to best setup up a Roth IRA, much less maximize your contributions, can be overwhelming. In this video, my intent is to provide a framework for your Roth Money learning. Think of this as a clear and concise "table of contents" for your roth studies, whether you choose to take advantage of my Roth education eCourse ( or choose to self-educate. If you are looking for a tool that will help you get from 0 through opening and contributing to a Roth IRA...

Can I Rollover 401ks into a ROTH IRA – Can I Rollover a 401k into a ROTH IRA? 1-800-566-1002 . What are the best types of strategies when rolling over a 401k into a ROTH IRA and learn how you can avoid the most common mistakes. If you're concerned about saving for retirement and you have an employer-sponsored 401(k) plan, you might be wondering what happens to your retirement savings if you leave your employer. One option available to you is to roll over your 401(k) into a Roth IRA, which can be a smart move if you anticipate being in a higher tax bracket during your retirement years. In this guide, we'll take you through the process of rolling over your 401(k) into a Roth IRA. Grasp the Tax Consequences Rolling over a traditional 401(k) into a Roth IRA entails paying taxes on the amount converted. This is because contributions to a traditional 401(k) are made pre-tax, while Roth IRA contributions are made with after-tax dollars. The amount that is converted will ...