Skip to main content

Posts

Showing posts with the label IRAs

Episode 19: Exploring Real Estate Investment with a Self-Directed IRA

In this 19th episode of the Learn | Invest | Grow show, Adam Levine and Tei Kim reiterate how taking full advantage of compounding will change the financial future for everyone and speed up the journey to financial freedom. However, significant taxes can dampen the positive effect that compound interest can have on our financial future. They delve into a relatively underexplored tax-advantaged vehicle, a self-directed IRA. With a self-directed IRA, you may invest in assets you personally know and understand well outside the conventional investment options such as stocks, bonds, mutual funds, ETFs, etc. Why is this important? Because when you understand your investments, you stand a better chance of building the wealth to reach financial independence in retirement. Adam shares a story of his father (retired dentist) and how he cashes in on the self-directed IRA for his investment. If you liked this video, give us a little thumbs-up below the video and leave us a comment

Government Now Monitoring 401k and IRA: Opt for Gold, Silver in Your IRA or Consider Withdrawing

... ( read more ) LEARN MORE ABOUT: Precious Metals IRAs HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing REVEALED: Best Investment During Inflation 401(k) and IRAs have traditionally been viewed as safe and reliable retirement investment options. However, recent developments have brought them under scrutiny by the government. This increased attention has led many individuals to consider alternative investments, such as gold and silver, for their retirement portfolios. The US Treasury and the Internal Revenue Service (IRS) have raised concerns over the potential tax revenue losses associated with retirement accounts like 401(k) and IRAs. With these accounts offering tax advantages and allowing individuals to potentially grow their savings without immediate tax liabilities, the government is evaluating potential changes to the existing laws. These plans, also known as employer-sponsored retirement plans or

Understanding an IRA: A Comprehensive Overview

For detailed information on Self Directed IRA visit or subscribe our channel.Thanks to subjectmoney.com for sharing this presentation about "what is an IRA?". #IRA #Savings #Retirement savings #what is IRA traditional ira what is an ira what is a roth ira simple ira inherited ira sep ira rules fidelity ira what is ira fidelity roth ira ira definition ira deduction simple ira rules ira tax deduction ira withdrawal rules what is a ira define ira iras what does ira stand for ira income limits ira contribution limits ira contribution rules beneficiary ira ira services ira contributions roth ira rules... ( 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 What is an IRA? An Individual retirement account (IRA) is a type of savings account that helps individuals save money for retirement in a tax-advantaged way. It is a popular financia

Wealthy Men North of Richmond: Enjoying Labor Day

Oliver Anthony's hit song "Rich Men North of Richmond" has gone viral in the last 3 weeks because it has resonated with the middle class. In this Labor Day episode, Tim shares some of the ways the government has made it harder for middle-class families - and what you can do about it. Listen to the song by clicking this link: Visit: sechlerlawfirm.com... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: Gold IRA Account TRANSFER IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA As the holiday season approaches, North of Richmond becomes an exceptional destination for wealthy individuals seeking an idyllic retreat. Nestled amidst rolling hills and verdant landscapes, this region attracts affluent men who appreciate the tranquility and exclusivity it offers. With Labor Day just around the corner, it's time to delve into the allure of this captivating area and explore the activities that will sure

Understanding the Mechanics of Self-Directed IRA's

To often, Self Directed IRA's are misunderstood, and as a result, they are not utilized. We have demystified how Self Directed IRA's work in the hopes that we can truly liberate retirement account Holders and help them achieve above average returns through better choices.... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: Gold IRA Account TRANSFER IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA How Do Self-Directed IRAs Work? When it comes to planning for retirement, many individuals opt for a traditional Individual retirement account (IRA). Traditional IRAs are typically offered by financial institutions and provide a range of investment options through the institution. However, an alternative option gaining popularity is a Self-Directed IRA (SDIRA). So, how do SDIRAs work? A Self-Directed IRA is similar to a traditional IRA in that it allows individuals to save for retirement and enjoy certain ta

Aggregation Rules regarding Multiple IRAs: What are they?

We learn how to apply the RMD rules when an individual has multiple accounts.... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: Gold IRA Account TRANSFER IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA What Are the Aggregation Rules That Apply When an Individual Has More Than One IRA? Individual Retirement Accounts (IRAs) are popular investment vehicles that offer tax advantages for saving for retirement. Many individuals choose to have more than one IRA to diversify their investments or take advantage of different tax benefits. However, when it comes to reporting and aggregating these accounts, certain rules apply to ensure compliance with the Internal Revenue Service (IRS) regulations. The aggregation rules come into play when an individual owns multiple IRAs. These rules are essential to accurately calculate tax liabilities and determine the required minimum distributions (RMDs) from the accounts. Here are the k

Maximizing Your 401K Returns: Harnessing the Power of iFlip A.I. Investing (Including Your Current Employer's Plan)

The video discusses the topic of 401k and IRAs in relation to iFlip, an investment platform. It mentions a YouTube comment from Melissa Alvarez who asks if existing 401k or Roth accounts can be transferred to iFlip. The speaker explains that iFlip can handle rollovers from past employer 401k accounts into traditional or Roth IRAs. They also mention setting up new IRAs and frequently performing IRA rollovers. The speaker highlights the long-term investment focus of iFlip and suggests a "life hack" where some individuals mirror iFlip's activity in their 401k accounts to achieve similar performance. BULLETPROOF your wealth by joining us at Bulletproof Investing LIVE! Register now: Stay connected Subscribe to iFlip on YouTube: iFlip on Facebook: iFlip on Instagram: iFlip on Twitter: iFlip is a simple to use investing platform backed by A.I. that protects your wealth while outperforming the market, all for one low fixed cost. #401k #IRAs #investing #finan

Preferred Retirement Options, Inc. | Investment Services Available in Idaho Falls

If you are in need of expert investment advice, look no further. At Preferred Retirement Options, Inc., we are the leading investment firm in Idaho Falls, and we have been serving our surrounding areas for over 20 years. We have the expertise in managing investments for small businesses, as well as individual accounts. We use diversification and academic theory from Nobel Prize winners to get our clients the best return for the lowest amount of risk. 401k's, Simple IRA's 403B's and Roth IRA's are just a few of the accounts we specialize in. We also help our clients get protected with life and disability insurance. Rely on us for large firm results with small firm personal attention. Call Preferred Retirement Options, Inc. today or visit us online and let us help you invest! Visit our profile page to learn more! ... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERTING IRA TO GOLD: Gold IRA Account CONVERTING IRA TO SILVER: Silver IRA Ac

Roth IRA Utilizing the Back Door Approach

Show Notes: I wanted to share an informative video with you that discusses strategies to increase your Roth IRA or 401k balance. These strategies can help you maximize your retirement savings while potentially reducing future tax burdens. The video provides valuable insights into two specific techniques: the backdoor Roth IRA strategy and the mega backdoor Roth IRA strategy. Questions? Email us at Hans@CardinalGuide.com, call us at (919) 535-8261, or visit our website at H E Scheil & Associates doing business as Cardinal Advisors holds an insurance license in all 50 states and DC. Listed below is the license # in each individual state. Alabama 675461, Alaska 100118081, Arizona 1800012348, Arkansas 100104794, California 0K32569, Colorado 464622, Connecticut 2463129, Delaware 1119857, DC 2887040, Florida L087124, Georgia 159539, Hawaii 445296, Idaho 507076, Illinois 100333675, Indiana 721739, Iowa. 1002056691, Kansas. 272705345, Kentucky 738674, Louisiana 614407, Main

A Comprehensive Overview of Self-Directed IRAs

What’s A Self-Directed IRAs Explained What is a Self-Directed IRA? Self-directed IRAs are a type of retirement account that allows the account holder to invest in a wider range of assets than traditional IRAs. With a self-directed IRA, you can invest in real estate, private loans, precious metals, and other alternative investments. This gives you more control over how your money is invested, and the ability to diversify your portfolio. Who should use a Self-Directed IRA? Self-directed IRAs is a great choice for investors who want to have more control over their retirement savings and who are looking to invest in alternative assets. What are some of the benefits of Self-Directed IRAs? • More control over your retirement savings and how your money is invested. • The ability to diversify your portfolio beyond traditional investments such as stocks and bonds. This can provide you with the opportunity to earn higher returns than what is possible with traditional investments

Expanding Your IRA Possibilities: It's Actually Possible! 💪💰

"Education is the Key to a Successful Financial Future" So you have an Inherited or "Stretch" IRA, now what?? Do you cash it out or keep it? What are the tax implications? Can you collect from it? Check out our video where you'll find the answers to these questions and more! Subscribe today so you don't miss an update! ⏱To schedule an appointment just click the link: Share this video with a friend: ✉️ If you have questions or would like to see a video on a certain topic email us at mgates@lwsde.com LINK TO UNIFORM LIFETIME TABLE - 📈 Charts courtesy of Loftus Wealth Strategies Michael P. Loftus Check us out on social media! ✅ FACEBOOK - ✅ TWITTER- ✅ LINKEDIN - Not ready for retirement but want to feel confident that when you get there you'll be able to enjoy it? We are now offering our financial planning service for only $999! This is a great offer and a small price to pay for peace of mind. 🔗 FEAR & G

rewrite this title Do You Know the Difference Between IRA Contribution and Roth Conversion?

Show Notes: Do you know the difference between a CONTRIBUTION to your retirement account and a CONVERSION of your retirement account ? To CONTRIBUTE you must still be working and you face annual limits as to how much you can contribute. To CONVERT to a Roth IRA, you can be retired and your only limits are the size of your pre-tax IRA/401k and the income tax you are willing to pay. Roth IRAs are great for tax free retirement income later and to leave to your children and grandchildren as an inheritance. Questions? Email us at Hans@CardinalGuide.com, call us at (919) 535-8261, or visit our website at H E Scheil & Associates doing business as Cardinal Advisors holds an insurance license in all 50 states and DC. Listed below is the license # in each individual state. Alabama 675461, Alaska. 100118081, Arizona. 1800012348, Arkansas 100104794, California 0K32569, Colorado 464622, Connecticut 2463129, Delaware 1119857, DC 2887040, Florida L087124, Georgia 159539, Hawaii 44

A Beginner's Manual to Retirement Plans: Understanding 401k, 403b, 457b, IRA, and Roth and Traditional Options.

Frank Finance explains 401k, Roth 401k, 403b, Roth 403b,IRA, Roth IRA, 457b, and 457b Roth retirement accounts. Contribution limits, Roth vs Traditional, Age limits, Early withdrawals, and early withdrawal penalties are discussed. Please Subscribe and click the notification bell to get notified of future content. If you like my content please give me thumbs up, that helps a lot. 4 Steps to Wealth Compounding Interest #retirement #401k #rothvstraditional #ira Frank will be Frank about how to save and invest in order to reach financial independence. Topics will be about Saving, Investing, Stock analysis, and Market news. Frank Finance looks to build up others by providing information that is meant to inform viewers on strategies and techniques as applied to saving and investing. I am not a financial advisor. Not all topics are meant for every viewer and are geared toward education. I am passionate about saving & investing and seek to motivate my viewers, so that t

IRAs for Investing in Precious Metals

Like and Subsrcibe! GMRgold, A leading precious metals investment firm, We Buy and Sell Gold and precious metals Contact Us @ info@gmrgold.com or Call Us @ 877-795-9585 Visit: TODAY! Do you ever wonder how you could be better protecting your money and ensure you and your families futures are financially secure? Wonder no more! GMRgold has the perfect solution for those who are looking to diversify their assets to better protect themselves against economics downturns. To learn more about Precious Metals IRAs contact a GMRgold representative at (877) 795-9585... ( read more ) LEARN MORE ABOUT: Precious Metals IRAs HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing REVEALED: Best Investment During Inflation Precious Metals IRAs: A Secure Investment Option Individual Retirement Accounts (IRAs) have long been a popular investment option for individuals who are looking to save for their retirement. They allow i

Investing in Real Estate through an IRA

Residential Real Estate inside of an IRA? Is it a sound strategy? We run into this all the time in our Financial Planning practice. It can be set up properly like example #3 in the video. It can also bring bad consequences from the IRS (Internal Revenue Service) like examples #1 and #2. If each step is not carried out correctly, the penalty is disqualification of the entire IRA (Individual Retirement Accounts) with tax and penalty due retroactively to the purchase date. Show Notes: Questions? Email us at Hans@CardinalGuide.com, call us at (919) 535-8261, or visit our website at CardinalGuide.com.... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: Gold IRA Account TRANSFER IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA Real estate has long been a favorite investment among many Americans, and few investments offer the kind of stability and long-term potential that real estate does. For those who want to invest in r

Investing and Retirement: Limits for Spousal IRA Contributions #ira #retirement #investing

Spousal IRA is a strategy you can use when you have a single income household but file taxes jointly. It allows you to put money in an ira for the non-working spouse without the earned income requirement. The irs will allow you deduct the contribution, giving you a tax advantage. #fyp #foryoupage #moneytalks #retirement #ira #financialfreedom #financialliteracy #retirement #wealth... ( 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 When it comes to saving for retirement, individual retirement accounts (IRAs) can be a powerful tool. They allow you to save money on a tax-advantaged basis, meaning you can save more money over time. But did you know that you can also open an IRA on behalf of your spouse? This is known as a spousal IRA, and it can be a great way to jumpstart your retirement savings as a couple. But before you open a spo