Timothy Sumer

... ( read more ) LEARN MORE ABOUT: Retirement Planning REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing https://inflationprotection.org/457b-plans-memberminds-planmember-financial/?feed_id=50786&_unique_id=639e107b42339 #Inflation #Retirement #GoldIRA #Wealth #Investing #457b #FinancialServices #PlanMember #retirementplanning #457Plan #457b #FinancialServices #PlanMember #retirementplanning

Many assets allow you to name a beneficiary, that is, whom you would like to receive the asset in the event of your death. Life insurance policies and retirement accounts are common examples but some other account types such as bank accounts and non-retirement investment brokerage accounts also may allow you to name beneficiaries through a Pay on Death (POD) or Transfer on Death (TOD) form. While these forms are generally straight forward, they often lead people to make inadvertent errors. We have identified six common mistakes people make when preparing for the distribution of their assets after death. This is PART THREE OF SIX. Leaving retirement assets to a trust or estate. While wills and trusts can be effective planning vehicles, unfortunately, they are not always the most tax-advantageous when it comes to retirement accounts. While individual beneficiaries can choose life expectancy distributions which allows them to spread the tax liability over their lifetime, m

(302) 734-7526 Think you make too much to contribute to a Roth IRA? Not so fast. In 2010 the IRS eliminated the $100,000 income limit for Roth IRA conversions meaning that you can convert a Traditional IRA to a Roth IRA regardless of how much money you make. Traditional IRA’s allow you to make NON-DEDUCTIBLE contributions regardless of your annual income and whether or not you have a retirement plan at work. When we put these two things together we find a legal IRS tax loophole that allows you to get money into a Roth IRA each and every year even if you make over the maximum income limit. Here’s how it works. You first fund a Traditional IRA with after-tax, non-deductible dollars and then you convert that account to your Roth IRA the following year. You pay no tax on the principle since the Traditional IRA contributions were non-deductible to begin with. The only catch is that you cannot take advantage of this loophole if you have any other Traditional IRA’s. We can

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

Stewart Welch, III appearing on Fox News discussing the difference between Roth and Traditional IRA's.... ( 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 https://inflationprotection.org/stewart-welch-iii-roth-vs-traditional-ira/?feed_id=42869&_unique_id=637f76d067cc5 #Inflation #Retirement #GoldIRA #Wealth #Investing #FinancialServices #news #rothvstraditionalira #TraditionalIRA #FinancialServices #news #rothvstraditionalira

#IRARollover #IRARolloverRules #RolloverIRA What really is an IRA rollover? Will one help you get rich? Your questions answered! This video will supply some vital information about rollovers from retirement plans. How do you complete a #rollover? When should you do one? Will you be taxed? How can you avoid some penalties (legally)? What is the best strategy to avoid overpaying taxes involving IRA rollovers? We have answers! IMPORTANT: Updated information with more details about this video and other essential topics: www.VastSolutionsGroup.com Don't forget to subscribe to the www.VastSolutionsGroup.com channel and give this video a thumbs up! Hit that bell icon so you get a notification every time we upload a new video - you won't want to miss out on our awesome strategies! Please share this video on Facebook, Twitter, LinkedIn, WebTalk, via Google G-mail or other social media platforms so you can show that love for your friends and family!! Check out our p

Fidelity Investments has hundreds of AWS accounts spread across multiple AWS Regions, supporting a variety of business units and consumed by 12,000 global developers. Of primary importance to Fidelity is consistently, holistically, and proactively managing the health of hundreds of production workloads. This session covers a fully cloud-native, serverless solution created by Fidelity that delivers (near) real-time, actionable insights and enterprise-wide analytics on the operational health of its services. Fidelity will discuss why this solution was needed, operational insights, and how metrics measured are leveraged to improve Fidelity’s cloud operations. Learn more about re:Invent 2020 at Subscribe: More AWS videos More AWS events videos #AWS #AWSEvents... ( 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 https://inflationprotection.

Gregory A. Friedman, Senior Vice President and Head of Fidelity Investment’s ETF Management and Strategy Group joins us to talk about how to ensure you’re getting the most out of your investments.... ( 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 https://inflationprotection.org/exchange-traded-funds-with-fidelity-investments/?feed_id=39180&_unique_id=637167e5586f3 #Inflation #Retirement #GoldIRA #Wealth #Investing #AlexHopkins #COBRT #ColoradoBusinessRoundtable #ConnectCollaborate #ETF #exchangetradedfunds #fidelityinvestments #FinancialServices #GregoryA.Friedman #FidelityIRA #AlexHopkins #COBRT #ColoradoBusinessRoundtable #ConnectCollaborate #ETF #exchangetradedfunds #fidelityinvestments #FinancialServices #GregoryA.Friedman

An animated explainer for Paychex 401(k) retirement plan . A warm, friendly male voice for commercials, e-learning and medical narrations, corporate, explainer, and web videos, telephone - IVR and message-on-hold, presentations, conferences, events, documentary and feature film, and more. An Experienced Pro Clients include EY (Ernst & Young), Harris Teeter, Paychex, Tipping Point Media, Harborside Press, Innovative Auto HR, ePlan Services, ITX Corp., APSHO, and dozens of others. Experience includes over 5,000 broadcast radio commercials, as well as corporate and industrial films, explainer videos, e-learning, training, and medical narration. Customer Service I'm absolutely committed to your success and the success of your clients. Every proposal you receive from me will include whatever it takes to get each end product absolutely perfect for you. I stand behind my work. I believe it’s not enough that you get a professional product - that’s table stakes. You should