Timothy Sumer

... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERTING IRA TO GOLD: Gold IRA Account CONVERTING IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA Ed Slott, CPA | America's IRA Expert: Simplifying the World of retirement planning When it comes to retirement planning and individual retirement accounts (IRAs), there is one name that stands out among the rest: Ed Slott, CPA. Known as "America's IRA Expert," Slott has spent his career simplifying complex retirement strategies and providing invaluable advice to individuals and financial professionals alike. Ed Slott's journey to becoming a renowned retirement expert began in the late 1970s. As a CPA, he realized the significant impact that IRAs could have on individuals' financial futures. However, he also recognized the confusion and lack of understanding surrounding these retirement vehicles. It was this realization that spurred Slott to devote his ca

If you're considering retirement or want to know more about the retirement options that are available in the UK, then this is the video for you! Pensions in the UK can be complicated, and there are a lot of different ways to take your pension income when you retire. Most of us have never had pensions explained to us properly, and a lot of people rely on their employer to explain the options available - Matthew is a Chartered Financial Planner, meaning he is in one of the best possible positions to discuss retirement planning and the options that are available in the UK. After watching this video, you should have a better understanding of what you can do with your pension and an idea of which retirement income option could be right for you! LINKS: Like us on Facebook: Visit our website: Get in touch with us directly: CHAPTERS: 00:00 - Retirement Options Overview 00:50 - What is an annuity? 01:39 - What is Income Drawdown? 02:15 - What is UFPLS? 02:55 - Annuity Examp

#finance #retirement #tax When it comes to Roth Conversions, many investors like you may have misconceptions. Chris Heerlein of REAP Financial out of Austin, Texas is here to discuss those misconceptions and have you on top of the latest Roth IRA Conversion strategies. He covers information around the 5 year rule, required minimum distributions, how to have control of when you take your money out, how to get into the Roth IRA game, and much more.  Visit us at to set up a consultation with our retirement planning  specialists to discuss your current state and what options you have to live the fulfilling retirement life you've always dreamed of.... ( 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 6 Misconceptions around ROTH IRA Conversions ROTH IRA conversions have gained popularity in recent years as a way to maximize retirement savings

#tax #finance #wealth Many families have the bulk of their wealth to IRAs and 401ks. Some or a great deal of this money you may have planned to give as inheritance to your heirs or family members. Have you taken into consideration the Secure Act and 10 year IRA rule when setting up these accounts? When you leave money to heirs in a tax deferred account, the assets are now required to be completely taken out in 10 years. Do you and your heirs have a plan of how to withdraw this wealth and a strategy in place to keep as much in in their pockets and less with Uncle Sam?  Coordinating the timing and having a strategy is very important. Chris Heerlein of REAP Financial out of Austin, Texas is here discussing strategies on how to prepare your wealth for your heirs. To learn more about inheritance strategies given the Secure Act and 10 Year IRA Rule, contact our Austin financial planners at  Get your hands on our Tax Bucket Report by emailing retire@reapfinancial.com and we'll

Ashton Chritchlow talks to Bernd Hanke of GSI LLP about the risk of inflation and how it can affect different asset classes. - Disclaimer - Where Ifamax provides advice, that advice is in writing. This video, however, is generic, and not intended as advice.... ( 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 Ifamax and GSI are two very important economic terms that have been in the news quite a bit lately. These two terms have a direct impact on the economy and inflation, and many are starting to worry about what this means for the future. In this article, we will go over what Ifamax and GSI are, and whether or not we should be worried about inflation. What is Ifamax? Ifamax, which stands for "Income from Assets Maximizer," is a type of investment strategy that involves maximizing the income generated fro

#1 retirement planning in Oklahoma 405-418-6266 Are you seeking the best performing retirement planner, a retirement adviser, or perhaps a new retirement planning service who can produce better results? You've come to the right place. In this YouTube video you will see a retirement plan that is hands-down the strongest and most powerful plan you've ever been shown. Even though this plan has been around for more than 150 years, and even though it has been used by past Presidents of the United States, politicians, wealthy families, the largest banks in the world, and the most successful corporations in the word, it is estimated that less than 1 person in 1,000 has even heard of this plan before. Our Government actually has laws on the books (Regulation 570, Section 4.B) that prohibits the advertisement of these types of plans. Plus, the fees on these types of plans are so inexpensive, most financial professionals don't even bother with them. (They would ra

On today's episode of the Do More With Your Money Show, True Potential Chief Executive, Daniel Harrison is joined by a panel of investment experts to answer your questions on inflation, investing, ISAs, pensions, and much more. 0:00 Your questions answered 2:03 Are July's positive markets a sign of a corner being turned? 3:13 Is inflation finally coming down? 10:40 What is the reality of the UK economy growing? 12:13 Is there actually a "crisis" in the cost of living? 16:17 At what point in life do you need a financial adviser? 18:47 How often should I log in to the True Potential app? 21:21 How quickly do valuations update on the True Potential app? 23:21 Is it better to be in an ISA or Pension? 27:38 Will Truss or Sunak be best for the UK economy? 36:32 How can I consolidate my Pensions? 37:24 How long does an ISA transfer take? 38:22 How did China and Taiwan affect markets? 38:56 What are the panel's thoughts on ethical investing and ar

Henssler Associate Logan Daniel, CFP®, CRPC®, discusses choosing between a Traditional IRA and a Roth IRA for your retirement savings. Watch the rest of the Planning Priorities series at: Fan and Follow Henssler: Facebook: Twitter: LinkedIn: Instagram: YouTube: ... ( 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 When it comes to planning for retirement, choosing the right investment vehicle is critical. Two popular options for retirement savings are Traditional IRA (Individual retirement account ) and Roth IRA. But which one is right for you? Here are some things you need to know to decide whether to contribute to a Traditional IRA or Roth IRA. Traditional IRA: A Traditional IRA is a retirement account where contributions are made with pre-tax dollars. That means you can deduct your contribution on your tax return, and t

David has a large investment in IRAs. He's concerned that he may need to convert some of these funds into a Roth IRA to avoid a tax penalty. Wes discusses the pros and cons of the Roth conversion strategy. Original airdate: March 11, 2018 - Hour 2, Call 2. Wes Moss is the host of MONEY MATTERS – the country’s longest-running live call-in, investment and personal finance radio show – on News 95-5FM and AM 750 WSB. Send me your questions directly at (contact box in top right corner) You Can Retire Sooner Than You Think Money Matters with Wes Moss podcast or on Apple Podcasts Twitter: Facebook: Check out my website for more financial tools and articles: Please note, this information is provided to you as a resource for informational purposes only and should not be viewed as investment advice or recommendations. Investing involves risk, including the possible loss of principal. There is no guarantee offered that investment return, yield, or performance will b

#tax #retirement #finance Roth IRAs and Roth Conversions can be very powerful for long-term retirement planning . But, are you in a situation where you may be making too much money to contribute to these accounts? Chris Heerlein of REAP Financial out of Austin, Texas is here to discuss Roth IRAs and Roth Conversion strategies for higher income earners. One strategy you may not be taking advantage of is backdoor Roth Conversions which allow you to put money into a traditional IRA, even if you are a high earner.  To learn more about Roth IRA and Roth Conversion strategies for high earners, contact our Austin financial planners at  Lastly, don't forget to email us at retire@reapfinancial.com to receive our latest report, ""Roth Decision Guide"".... ( 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 Roth IRAs and Roth conversion

Jo has three homes, two of which she is renting for the long term. She plans on retiring soon and she would like to discuss how these real estate investments fit into her retirement strategy. Original airdate: May 06, 2018 - Hour 1, Call 2. Wes Moss is the host of MONEY MATTERS – the country’s longest-running live call-in, investment and personal finance radio show – on News 95-5FM and AM 750 WSB. Send me your questions directly at (contact box in top right corner) You Can Retire Sooner Than You Think Money Matters with Wes Moss podcast or on Apple Podcasts Twitter: Facebook: Check out my website for more financial tools and articles: Please note, this information is provided to you as a resource for informational purposes only and should not be viewed as investment advice or recommendations. Investing involves risk, including the possible loss of principal. There is no guarantee offered that investment return, yield, or performance will be achieved. There wi

TJ has a defined benefit pension plan that he can take as a lump sum or annuity. Wes helps TJ crunch the numbers and find the best path for retirement. Original airdate: April 30, 2017 - Hour 2, Call 1. Wes Moss is the host of MONEY MATTERS – the country’s longest-running live call-in, investment and personal finance radio show – on News 95-5FM and AM 750 WSB. Send me your questions directly at (contact box in top right corner) You Can Retire Sooner Than You Think Money Matters with Wes Moss podcast or on Apple Podcasts Twitter: Facebook: Check out my website for more financial tools and articles: Please note, this information is provided to you as a resource for informational purposes only and should not be viewed as investment advice or recommendations. Investing involves risk, including the possible loss of principal. There is no guarantee offered that investment return, yield, or performance will be achieved. There will be periods of performance fluctuati

Today on Your Money, Your Wealth® podcast 398, as the financial markets fall and then surge, Joe Anderson, CFP®, and Big Al Clopine, CPA talk about market timing, reallocating retirement contributions, and portfolio rebalancing. Plus, your questions answered on estimated taxes, Roth conversions, and the logistics of inheriting IRAs and passing assets on. Finally, how is a financial advisor like a golf caddie when markets get volatile? Joe and his Pebble Beach golf caddie buddy, Big G from the Real Life Caddie Podcast, discuss how their professional knowledge and experience can help the rest of us avoid big mistakes. Show notes, free financial resources, transcript, Ask Joe & Big Al On Air: 00:00 - Intro 00:56 - I Know Market Timing is Bad. What About Reallocating Retirement Contributions? (April) 05:50 - How to Rebalance Bonds and Stocks in This Volatile Market? (Mick, Davis, CA) 13:50 - Download the Bear Market Survival Guide: 14:25 - Does the IRS Care If I Haven’t

What is happening in the world of annuities? Join Retirement Income Certified Professional® (RICP®) Program instructors and Co-Directors of the American College Center for Retirement Income Wade Pfau, PhD, RICP®, CFA, and Steve Parrish, JD, RICP®, CLU®, ChFC®, RHU®, AEP®, with special guests Tamiko Toland of CANNEX and Michelle Richter of Fiduciary Insurance Services, LLC for an in-depth look at annuities sales trend and strategies.... ( read more ) LEARN MORE ABOUT: Qualified Retirement Plans REVEALED: How To Invest During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing https://inflationprotection.org/webcast-current-annuity-considerations-in-retirement-planning/?feed_id=45928&_unique_id=638b54d159206 #Inflation #Retirement #GoldIRA #Wealth #Investing #FinancialAdviser #financialadvisor #FinancialPlanning #FinancialServices #QualifiedRetirementPlan #FinancialAdviser #financialadvisor #Finan

If you like this video, don't forget to SUBSCRIBE! Money Minutes is presented by Payne Capital Management, an independent financial advisor servicing in New York City, Manhattan, Brooklyn, and Philadelphia. Our focus is on providing comprehensive financial planning using low-cost customized investment strategies to meet your goals. We provide Financial Planning for Millennials as Fee-Only Advisors. We can help you plan for your future and the experiences that you want to be a part of today. Our Independent Financial Advisors will work to create a financial plan that will provide you with peace of mind for both long term and short term goals. Call us today and see why we are the firm that Millennials turn to. Contact us today to schedule a consultation with one of our financial advisors. FOLLOW US ⬇️ TWITTER: INSTAGRAM: LISTEN TO OUR RADIO SHOW: DISCLAIMER: All the information provided in this video is for informational purposes only. It does not constitute inv

Do you know how much money you should be contributing to your employer sponsored retirement plan ? We offer a seminar that can educate you on some of the tips and tricks to help you secure your future. Mike Scarborough, President and CEO of Oak Wealth Partners, Inc. is known for innovating the industry of managing monies for individuals in qualified plans. Mike earned his MBA in finance from Baldwin-Wallace College and his Bachelor of Science degree in finance from Salisbury State University. In 2005 Mike was awarded an Honorary Doctorate for Public Service from Salisbury State University. He has taught personal finance and economics courses at Johns Hopkins University and Salisbury State University. Mike has appeared on several television networks and has been featured in print media and national publications such as Kiplinger's Personal Finance Magazine, Money Magazine, Pensions & Investments, USA Today and the Wall Street Journal. Mike has written two b