Timothy Sumer

Welcome! In this video we'll be going over how to utilize a trust as a beneficiary of an IRA. Subscribe to be notified of future postings! For more information visit our website: and be sure to connect with us on Linked In: DISCLOSURE: The views expressed in this presentation represent the opinions of Carmichael Hill and are not intended to predict or depict performance of any investment. The views expressed are subject to change based on market conditions and other factors. These views should not be construed as a recommendation for any specific security or sector. Investing involves risks, and the value of your investment will fluctuate over time and you may gain or lose money. Please consult with your financial advisor to determine which investment strategy is best for you. Past performance is no guarantee of future results.... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: Gold IRA Account TRANSFER IRA TO SILVER: Silver...

Welcome! In this video we'll be going over the step by step process of how to rollover your 401(k) to and IRA. Referenced Videos: - What to do with your 401(k) when you leave your employer? What are my options? Subscribe to be notified of future postings! For more information visit our website: and be sure to connect with us on Linked In: DISCLOSURE: The views expressed in this presentation represent the opinions of Carmichael Hill and are not intended to predict or depict performance of any investment. The views expressed are subject to change based on market conditions and other factors. These views should not be construed as a recommendation for any specific security or sector. Investing involves risks, and the value of your investment will fluctuate over time and you may gain or lose money. Please consult with your financial advisor to determine which investment strategy is best for you. Past performance is no guarantee of future results.... ( read more ) ...

Welcome! In this video we'll be going over Inherited Roth IRA Rules for Surviving Spouses and Children. Subscribe to be notified of future postings! For more information visit our website: and be sure to connect with us on Linked In: DISCLOSURE: The views expressed in this presentation represent the opinions of Carmichael Hill and are not intended to predict or depict performance of any investment. The views expressed are subject to change based on market conditions and other factors. These views should not be construed as a recommendation for any specific security or sector. Investing involves risks, and the value of your investment will fluctuate over time and you may gain or lose money. Please consult with your financial advisor to determine which investment strategy is best for you. Past performance is no guarantee of future results.... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: Gold IRA Account TRANSFER IRA TO SILVER: Si...