Timothy Sumer

Should I endorse my 401k rollover check? If you get a 401k rollover check in the mail from your old 401k plan , do not endorse it. Watch to find out why. #shorts #401krollover #rollover #ira... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: Gold IRA Account TRANSFER IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA When it comes to managing your retirement savings, it's important to make informed decisions that will benefit your financial future. One such decision that often arises is whether to endorse a 401k rollover check. While it may seem tempting to have a lump sum of money in your hands, endorsing a 401k rollover check is generally not the best choice for your long-term financial goals. A 401k rollover occurs when you leave a job and choose to transfer the funds from your employer-sponsored retirement plan into another qualified retirement account , such as an IRA (Individual retirement account )....

Changing jobs, retired, or thinking of retiring? In this video, I'm going to show you how to roll over your 401k to an IRA account. This allows you to take control of your retirement savings and AVOID TAXES. I'll show you step by step how to rollover your 401k, and make the most of your retirement investments! Schedule a phone or video appointment: Subscribe to Atterbury Investment Management here: for fresh content regularly on the topics of • retirement planning •INVESTMENT MANAGEMENT, and •LONG-TERM WEALTH MANAGEMENT Email (Clark): clark@clarkatterbury.com Email (Keeley): keeley@clarkatterbury.com Web: https//www.clarkatterbury.com Connect with us on social media: Facebook: LinkedIn: Representatives are registered with and offer only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA. 93013, @. Atterbury Investm...

Navigating a 401k rollover from a previous employer can be complex. In this video, we explore the critical timelines and options for those who have and have not received a distribution. Whether you're considering leaving your 401k with your ex-employer or rolling it over to an IRA or new employer's plan, we break down the choices and potential pitfalls. Watch to learn more about this essential aspect of retirement planning . Schedule a phone or video appointment: Subscribe to our channel: for fresh content regularly on the topics of • retirement planning •INVESTMENT MANAGEMENT, and •LONG-TERM WEALTH MANAGEMENT Email (Clark): clark@clarkatterbury.com Email (Keeley): keeley@clarkatterbury.com Web: https//www.clarkatterbury.com Connect with us on social media: Facebook: LinkedIn: Representatives are registered with and offer only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment adviso...

FREE GOLD just to learn about gold IRAs. 💵🪙👉 Click Here For Free Gold IRA Rollover Guide ✅: Discover the secrets to safeguarding your hard-earned retirement savings from the destructive effects of hyperinflation! In this eye-opening video, we reveal how rolling over your 401k to a precious metals IRA can be the ultimate financial fortress against economic uncertainty. ✅ Reason 1: Preserve Your Purchasing Power - Learn how diversifying with gold and other precious metals can help maintain your wealth, even when the value of money plummets due to hyperinflation. ✅ Reason 2: Enjoy Long-Term Stability - Unearth the truth about how gold has stood the test of time, consistently proving to be a reliable store of value and a safe haven in turbulent economic periods. ✅ Reason 3: Benefit from Tax Advantages - Unlock the potential of your retirement savings with the unique tax benefits offered by precious metals IRAs, giving you a...

Learn what an IRA rollover is, the difference between a direct and indirect rollover, and why you may want to perform one; all in about a minute. -- Read more about the IRA rollover: -- 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 Group 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 Group, its ...