Timothy Sumer

The HSA is still beginning to be thought of as a retirement tool, but you should think about it that way. Here are 3 ways the HSA is better than the Roth IRA. Have a question you want to be answered on the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit or call 574-247-5898. Find more information about the Wise Money Show™ at Be sure to stay up to date by following us! Facebook - ​ Instagram - Twitter - ​ Want more Wise Money™? Read our blog! ​ Listen on Podcast: ​ Subscribe on YouTube: Mike Bernard, CFP® offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a

Next Generation Trust Services, a self directed IRA administrator shows you how to fund your self directed IRA and what types of retirement plans are allowed to be self directed. Next Generation Trust Services is based out of Roseland, NJ, and specializes in comprehensive account administration and transaction support services for self-directed retirement accounts. For more information on our company or on self-directed IRAs, call us at 973-533-1880 or 888-857-8058 or email Info@NextGenerationTrust.com. You can also visit us on the web at: Facebook: LinkedIn: Twitter: Google+: ... ( 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 https://inflationprotection.org/how-to-fund-a-self-directed-ira-account/?feed_id=46873&_unique_id=638f010b36c6c #Inflation #Retirement #GoldIRA #Wealth #Investing #alternativeinvestments #cover

In this video, I will show you the right order to invest into tax-advantaged retirement accounts including 401K, Roth IRA and HSA and how you can contribute to them using the Backdoor Roth and Mega Backdoor Roth conversion trick even if you're over the income limit. By following what I'm about to teach you, you can save up to $66K a year and retire early as a millionaire. 0:00 Start Here 2:09 Step 1: Pre-tax 401K w/ Employer Match 3:08 Step 2: HSA (Heath Savings Account) 5:39 Step 3: Rest of Pre-tax 401K 7:43 Step 4: Backdoor Roth IRA 10:42 Step 5: Mega Backdoor Roth 401K 15:09 Final Thoughts ***RECOMMENDATIONS*** Compounding interest calculator: Roth IRA early withdraw criteria: What Video to Watch Next? Mint & Personal Capital Comparison: Save $350+ a year on Energy by using OmhConnect: How to Maximize Chase Points by Redeeming a Hyatt Hotel: _________ ***DISCLAIMER*** This content for my video is for education and entertainment purposes only. Yo

Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. Mark and Mat dive deep into all of your questions on Self-Directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more. To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit The Directed IRA Webinar series is an educational resource provided by Directed IRA & Directed Trust Company Directed IRA has helped thousands of self-directed investors and has processed over half a billion in self-directed transactions. It is the highest-rated self-directed IRA custodian based on verified google reviews and takes pride in providing knowledgeable and helpful service to its customers. Self-directed accounts can be fully opened within 5 minutes using Directed’s online e-sign application. The Self-Directed IRA Summit is an annual educational event (1 ½ days) providing live self-directed IRA education and networking and is

In this video we're answering the question "Should I Use My Employer's Non-Qualified Deferred Compensation Plan?" 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: