🤝SET UP A 15-MINUTE CHAT ➡️ 📢Sign up now for the coming Don't Worry, Retire Happy! webinar. Here's the link : ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 🔴 SUBSCRIBE ➡️ ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 📲CONNECT WITH US: LinkedIn ➡️ Facebook ➡️ Website ➡️ Email ➡️ info@lionswealth.com ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ▬ Contents of this video ▬▬▬▬▬▬▬▬▬▬ 00:00 Introduction 01:20 Taxation 06:00 Retirement Accounts 10:45 401(k) 11:00 Roth IRAs 15:06 Back Door Roth 17:07 After Tax 401(k) 19:23 Tax Efficient Investing 20:47 Health Savings Account 23:04 Tax Deferred Annnuities 26:59 529 Plans 29:25 Life Insurance 31:00 Real Estate 32:31 Charitable Contributions 34:43 Gifting 37:15 Outro DISCLAIMER **The commentary presented herein contains the opinions of Lions Wealth Management, Inc., a State of Minnesota Registered Investment Advisor. This information should not be relied up...
Timothy Sumer is a philanthropist and motivational speaker empowering young entrepreneurs across the nation. He speaks on starting new businesses and the importance of branding in the digital age. Timothy Sumer has a BA in Accounting from NYU and a Masters in Information Technology from MIT. Tim enjoys traveling around the globe, driving exotic sports cars, molecular gastronomy, exploring new cultures, and keeping on top of the latest technology trends. Hope you enjoy Timothy Sumer's page :)