Timothy Sumer

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...

How can you withdraw from a ROTH IRA without incurring taxes and/or penalties? Learn the conditions that must be met BEFORE you can withdraw from a Roth IRA tax- and penalty-free in this retirement savings and investment tips video. Plan ahead and follow the rules to make the most of your retirement investments. Schedule a phone or video appointment: Note: You can withdraw CONTRIBUTIONS you made to your Roth IRA anytime, tax- and penalty-free. However, you may have to pay taxes and penalties on EARNINGS in your Roth IRA.... ( 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 A Roth Individual retirement account (IRA) is one of the most popular ways to save for retirement while minimizing your tax burden. It can provide a tax-free way to save for retirement, as long as the rules are followed. However, if you take early distributions from yo...

Are you curious about the taxes associated with IRA withdrawals? Our latest video provides an insightful overview of the tax implications involved in investing in traditional and Roth IRAs. After watching this you'll be better equipped to navigate the complexities of IRA taxation. Subscribe to our channel for more informative videos on personal finance and investing. Schedule a time to talk with us: Note: You can withdraw CONTRIBUTIONS you made to your Roth IRA anytime, tax- and penalty-free. However, you may have to pay taxes and penalties on EARNINGS in your Roth IRA. 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: Twitter: Representatives are registered ...