Timothy Sumer

In this video, Colin Exelby, CFP® explains the key retirement plan deadlines you need to know before the year ends! Whether you're a business owner, have a SIMPLE or SEP IRA, or found yourself over-contributing to a Roth IRA in 2022, we've got you covered. Make sure your financial strategy is on track as we approach the new year! Top Personal Finance Tools: #1: ★☆★ Rocket Money (originally called TrueBill) ★☆★ #2: ★☆★Personal Capital ★☆★ OTHER RESOURCES ★☆★ Financial Freedom 2023: How to Create a Tax-Free Retirement Income ★☆★ ★☆★ How to Create a 💯 % Tax-Free Retirement Income PLAYLIST ★☆★ ★☆★ Book Your Free Consultation! ★☆★ ★☆★Gusto Bookkeeping★☆★ [About] Colin Exelby is a Certified Financial Planner Professional™ or CFP®. He owns the virtual financial advisory practice Celestial Wealth Management. I provide financial planning for business owners and their families that makes sense. Transformational change is made when you focus on...

Join Corey Stackhouse as he dives deep into the world of Health Savings Accounts (HSAs). Discover the benefits, tax advantages, and unique ways you can leverage your HSA for future financial well-being. 📌 Important Note: Always consult with your trusted financial advisor, CPA, or legal counsel before making any decisions. Every individual's financial situation is unique. 👍 Support Our Channel: If you find value in our content, please give us a thumbs up, share with others, and don't forget to subscribe for weekly insights into the world of finance! For personalized financial planning and tax advice, reach out to us. Contact details are below: Corey M Stackhouse, CFP® Financial Advisor | Insurance Agent ​| Owner www.stackenterprises.com 516 S. Ohio Ave - Sedalia, MO 65301 (660)570-4114 (Call or Text!) Stack Enterprises is a registered investment adviser. Information presented is for educational purposes only and does not intend to make a...

My income streams and where I put my money! Today, we'll go over a ~personal finance~ update where I tell you all exactly where I put my money, including: my investments (voo etf, individual stocks), roth 401k, health savings account (HSA), roth IRA, and my liquid assets! ✨ Please DEMOLISH the like button, I'll love you forever 🤠 Instagram @taykbell → Watch next: Contulting Q&A → I moved to NYC: → Day in my life as a consultant → Things shown in this video: Fake tree in my room: 0:00 Exciting agenda 0:30 My 4 income streams 2:14 My proprietary filtering method 2:31 Roth 401k 4:18 Roth IRA 4:39 Health savings account (HSA) 5:25 Why I max out my accounts 6:12 Liquid assets (how much) 7:13 My investments 8:53 Bull? Bear? 🤔 ✨ Equipment I use for filming ✨ ➢ My camera (aka my phone): ➢ My mic (for sit-downs): ➢ iPhone hand-held vlogging gimble: ➢ Noise Canceling Headphones: ➢ Ring Light: 🎵 Music Epidemic Sound → use...

... ( read more ) LEARN MORE ABOUT: 401k Plans REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing Tax Advantage Accounts: Maximizing Your Savings Potential When it comes to saving for the future, tax-advantaged accounts are a crucial tool that can help individuals build a solid financial foundation. These accounts offer various tax benefits, allowing you to grow your savings while also reducing your tax liability. In this article, we will explore four popular tax-advantaged accounts: 401(k), Roth IRA, Traditional IRA, and HSA. 1. 401(k): A 401(k) is an employer-sponsored retirement savings plan in the United States. One of the key advantages is that contributions are made on a pre-tax basis, meaning they are deducted from your paycheck before taxes are applied. As a bonus, some employers even match a portion of your contributions, which can significantly boost your ...

In this video we're answering the question "Is it worthwhile to roll my IRA into a 401(k) so I can do Backdoor Roth IRAs?" The White Coat Investor wants to help you stop doing dumb things with your money, so in this video series we answer questions you have submitted. To get your questions answered by The White Coat Investor, visit and record your question. The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs for specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you! Subscribe Here: Main Website: Student Loan Advi...

In this video I go over 401k loans, 401k loan repayment, how to borrow from your 401k, 401k withdrawal strategies. Should you use a 401k loan? how much can I borrow from my 401k? For a FREE Medicare Plan Review to find out if you picked the right plan for 2020: To find a Health Insurance Plan in your Area: To Schedule a Medicare Review with Matt: To sign up for a Health Matching Account: For more resources: Link for Wade PFau's Book: Safety-First Retirement Planning: An Integrated Approach for a Worry-Free Retirement Earn 2 Free Stocks (valued at up to $1400) when you deposit $100: To see what I am using to film please see the amazon links below: This is the WebCam I use for Online meetings and Screen Recording: Logitech 930 WebCam: This is the Headset I use for Online Meetings and Screen Recording: Sennheiser Office Runner Headset: This is my Main Camera: Cannon M50: This Main lens Sigma 16mm 1.4 fStop: This is the TriPod Smart Phone Converter: This...

▸▸▸Enroll in our Stock Market Investing Course for Financial Independence and Retiring Early: Enroll in our new 21 module, 4-plus hour stock market investing course with more than 30 handouts of summary notes, homework assignments, and resources. Learn how to research and select investments, how to determine your asset allocation, how to rebalance your portfolio, how to optimize your investments for tax purposes, how to automate your investments, and much more (including a 19-page Investment Plan to work on)! ▸▸▸Enroll in our FIRE Master Class: This FIRE Master Class is designed for people interested in pursuing financial independence and retiring early. In the Master Class, we explain how to live off of your investments during early retirement; how to withdraw money from your investment accounts to support your living expenses during retirement; how to calculate your FIRE number; new and creative ways that you can save money; new side hustles for making money; how to inv...

In this video, we will go over the most optimal or efficient way that you should invest your money for US citizens. This is based on investment vehicles available in the US. Hey everyone! Ivan here from the Vanilla Investor. If you enjoyed the video, be sure to like and subscribe! It really helps out the channel a ton, and don’t forget to leave any comments that you have down below! Thank you so much for your support! ►Subscribe!!! ►Support me on Patreon RECOMMENDED PLAYLIST: ►Everything FROM how many stocks to have TO the optimal order for investing ►Everything FROM debt repayment strategy TO passive income scams For business inquiries, you can reach me at generalenquiry.ig@gmail.com Disclaimer: None of this is meant to be construed as investment advice, it's for entertainment purposes only. In addition, some of the links above are affiliate links, meaning that at no additional cost to you, we may earn a commission if you click through and make a purchase. ...

In this video we're answering the question "What is the pro-rata rule and how does it apply to me?" The White Coat Investor wants to help you stop doing dumb things with your money, so in this video series we answer questions you have submitted. To get your questions answered by The White Coat Investor, visit and record your question. The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs for specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you! Subscribe Here: Main Website: Student Loan Advice: Facebook: Twitter...

Exactly how I invest my Fidelity HSA! The HSA, or Health Savings Account, is the single most powerful wealth-building vehicle out there. I talk all about how the HSA (Health Savings Account) works, what is an HSA, my Fidelity HSA investments, and a thorough Fidelity HSA review. ***ATTENTION: I have a new Instagram and TikTok handle @itsrosehan *** That's my official account, and I will NEVER message you about investment schemes, so please be careful and block & report any scammers posing as me. TIMESTAMPS 00:01:10 - What is an HSA and how does it work? 00:03:40 - Fidelity HSA pros and cons 00:05:00 - Where the HSA fits into your budget 00:07:35 - How to invest your Fidelity HSA __________ ***FREE TRAININGS 🤓*** THE 3 SECRETS TO INVESTING IN TIMES OF UNCERTAINTY 📈 How to build wealth on autopilot, even if you're scared, totally confused by financial jargon, and tend to get stuck in “analysis paralysis”. ← SIGN UP HERE $1K ON THE...

Thank you for watching my video. Feel free to check out www.mygatewaymoney.com Todd Pouliot, AIF Gateway Financial, LLC Address: 9821 Olde 8 Road, Suite M, Northfield Center, OH 44067 Toll-Free: 844-592-9888 Gateway Financial is an Investment Advisor registered with the State of Ohio and in other jurisdictions where exempted. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets, or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Please contact us at 844-592-9888 if there is ...

Get to know how much you can contribute to a Roth IRA or Traditional IRA, 401k, and HSA for 2023! Add me on Instagram: michellemarki If you max out these retirement accounts, you can make the most of compounding your investments! Timestamps: 0:00 Retirement Investing 2023 Intro 0:34 Contribution Limits 2023 1:59 Roth IRA 6:02 Traditional IRA 7:42 401k 10:16 Solo 401k, SEP IRA, SIMPLE IRA 10:57 Health Savings Account (HSA) 14:27 Invest To Retire Comfortably Since it's never too early to start saving and investing for retirement, I feel strongly passionate about maximizing my retirement investments and helping my friends and family to do the same. So I hope the detailed information I put together will be helpful to your retirement investing education! I love Roth IRAs the most because you are not forced to take a required minimum distribution (RMD) from them, unlike a Traditional IRA, pre-tax 401k, and Roth 401k. The major benefit with the Roth IRA is you pay taxes whi...

▸▸▸Subscribe so you don’t miss an episode: Listen to us on Spotify: Listen to us on Apple Podcast: ▸▸▸Send us your questions: We have multiple investment accounts. Each of these accounts played an important role in getting us to financial independence. In this episode, we answer Madison’s question about the four different types of accounts that she has and the order in which she should fund each account. ▸▸▸Enroll in our 365 Days to F.I.R.E. Program: Take part in our 365 Days to F.I.R.E. Program and develop your financial independence plan (including your stock investing plan and real estate investing plan) AND get your plans reviewed by us, attend 12 Live Q&As with us, complete daily F.I.R.E. related tasks, get assigned to a small accountability group, attend our meet-ups in Portugal, participate in our FIRE related book club . . . and more! ▸▸▸Enroll in our Stock Market Investing Course for Financial Independence and Retiring Early: Enroll in our new 21...

#IRA #HSA #은퇴연금계좌 #401k #은퇴계좌롤오버 "한권으로 이해하는 미국재정" 책을 출판했습니다. 당신은 은퇴후 생활비 저축을 위해 401(k) 플랜을 적극적으로 사용하는 6천만 명의 미국인 중 한사람 입니까? 401(k) 플랜은 엄청난 인기 임에도 불구하고 모든 사람들의 은퇴 계좌의 표준은 결코 아닙니다. 사실은 IRA가 401(k) 보다 은퇴계좌에 저축하는 사람들에게 더 인기가 있습니다. IRA는 미국 전체 은퇴 자산의 3분의 1 이상을 차지하고 있습니다. 1974년에 처음 도입된 IRA는 지난 50년 동안 폭발적인 성장을 보였습니다. Individual retirement account 의 약어인 IRA 는 2000년의 2조 6000억 달러에서 2021년 1분기때 12조 6000억 달러로 20년 만에 약 다섯배 가량 증가하였습니다. 그러나 IRA는 은퇴를 준비하는 사람들이 주목해야 할 유일한 계정은 아닙니다. 많은 미국인들이 은퇴자금을 보충하기 위해 HSA (Health Savings Account) 를 이용하고 있습니다. HSA 본래의 목적은 은퇴 저축용이 아니지만 세금공제효과와 투자기능이 있습니다. 2021년 8월에 미국 CNBC 유튜브 방송에 나온 영상을 소개합니다.... ( 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 retirement planning can be a daunting task, especially when it comes to choosing the right investment options for your future. While most people are familiar w...