Timothy Sumer

There are many alternative investments to choose from - so what makes gold so appealing to buy with an IRA? In today's video, Adam Bergman, Esq. discusses the leading reason motivating investors to purchase precious metals such as gold. -- Learn more about gold IRAs: -- Discover more videos by IRA Financial: Subscribe to our channel: -- About IRA Financial: IRA Financial was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms. During his years of practice, he noticed that many of his clients were not even aware that they can use an IRA or 401(k) plan to make alternative asset investments, such as real estate. He created IRA Financial to help educate retirement account holders about the benefits of self-directed retirement plan solutions. IRA Financial is a retirement account facilitator, document filing, and do-it yourself document service, not a law firm. IRA Financial does not provide legal services. No attorne...

retirement plan / investment plan /pension / post office investment चैनल को ज्वाइन करके स्पैशल मेंबर बनने के लिऐ यहां क्लिक करें। Your queries - retirement investment plan pension plan retirement planning investment planning pension planning post office investment plan Which is good investment in post office? investment plans for defence personnel post office mis interest rate 2023 post office rd interest rate 2020 post office td interest rate 2023 calculator #sainikwelfare #sainikmantra #sainiknews #pension #paycomission #OROP #orop2 #invesentfordefence #msp #DADR #payrevision #pensioncalculation फौजी भाइयों ईन बातों को समझ लिया तो जिंदगी बदल जायेगी डीफेन्स के लिए DA DR लेटेस्ट अपडेट आप के दो पैग की कींमत 40 लाख रुपए डीफेन्स प्रोबलेम सोल्युशन विडीयो नंबर 4 कम्युटेशन से नुकसान या फायदा फौजी भाइयों मकान बनाने से पहले ये वीडियो जरूर देखें 5करोड का फायदा डीफेन्स से सरकारी जमीन मंजुर कराने का पुरा प्रोसेस पुरे प्रुफ के साथ फौजी भाइयों IPO से क...

The SMART retirement plan is an approved, personalised pension plan where contributions accumulate until retirement. Prepare for all that life has to offer after retirement with a plan that provides adequate investment planning. Visit or email us at ncbia@jncb.com for more information. ..... #SMARTRetirement #RetirementPlan #investmentplanning... ( 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 What is a SMART Retirement Plan? Planning for retirement has become increasingly important in today's fast-paced and uncertain world. A well-executed retirement plan is crucial to ensure financial security and a comfortable life after leaving the workforce. One approach to creating an effective retirement plan is by applying the SMART principle, which stands for Specific, Measurable, Achievable, Realistic, an...

Jeff Dragon North Shore Retirement Advisors  (617) 855-9738 #financialadvisor #retirementplanning... ( 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 to Avoid an IRA Rollover Mistake An Individual retirement account (IRA) is a popular investment option for individuals looking to secure their financial future. It offers tax advantages and a variety of investment options, making it an attractive choice for retirement savings. However, when it comes to rolling over your IRA, there are potential pitfalls you should be aware of to avoid any costly mistakes. In this article, we will discuss some essential tips on how to avoid an IRA rollover mistake. 1. Know the difference between a direct and indirect rollover: It's crucial to understand the two types of IRA rollovers. A direct rollover involves transferring funds from one IRA cust...

In today's video, Adam Bergman, Esq. and Isaac Rodriguez, a client of IRA Financial, go over the basics you need to know for SDIRA rollovers. -- Learn more about Self-Directed IRAs: -- Discover more videos by IRA Financial: Subscribe to our channel: -- About IRA Financial: IRA Financial Group was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms. During his years of practice, he noticed that many of his clients were not even aware that they can use an IRA or 401(k) plan to make alternative asset investments, such as real estate. He created IRA Financial to help educate retirement account holders about the benefits of self-directed retirement plan solutions. IRA Financial is a retirement account facilitator, document filing, and do-it yourself document service, not a law firm. IRA Financial Group does not provide legal services. No attorney-client relationship exists between Client and IRA Financial, its manageme...

With an IRA, you can lend money for any reason to anyone that is not you or a lineal descendant. -- Learn more about Self-Directed IRAs: -- Discover more videos by IRA Financial: Subscribe to our channel: -- About IRA Financial: IRA Financial Group was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms. During his years of practice, he noticed that many of his clients were not even aware that they can use an IRA or 401(k) plan to make alternative asset investments, such as real estate. He created IRA Financial to help educate retirement account holders about the benefits of self-directed retirement plan solutions. IRA Financial is a retirement account facilitator, document filing, and do-it yourself document service, not a law firm. IRA Financial Group does not provide legal services. No attorney-client relationship exists between Client and IRA Financial, its management, salespersons or IRA Financial's in-house ...

Investopedia has ranked IRA Financial as the top provider of IRS audit protection for self-directed IRAs. In today's episode, the founder of IRA Financial, Adam Bergman, Esq. discusses what exactly we do to protect our clients from audits. -- Learn about the Self-Directed IRA: Learn more about IRA audits: -- Discover more videos by IRA Financial: Subscribe to our channel: -- About IRA Financial: IRA Financial Group was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms. During his years of practice, he noticed that many of his clients were not even aware that they can use an IRA or 401(k) plan to make alternative asset investments, such as real estate. He created IRA Financial to help educate retirement account holders about the benefits of self-directed retirement plan solutions. IRA Financial is a retirement account facilitator, document filing, and do-it yourself document service, not a law firm. IRA Financia...

Check out Jeremy’s latest podcast on the Wisconsin Retirement System by listening on “Apple Podcasts” or “Google Podcasts” or read below for 4 Ways To Maximize Your Pension in the Wisconsin Retirement System. #84 – Pension plans often contribute heavily to your retirement income. If you’re living in Wisconsin, you might have heard of The Wisconsin Retirement System (WRS), the 9th largest public pension fund in the U.S. Today, we’ll talk about how you can maximize your pension with the WRS! Although the numbers discussed mostly pertain to Wisconsin, the strategies can be applicable to your retirement, even if you’re living outside of Wisconsin or part of a private pension system. In this episode, Jeremy Keil speaks with Dennis Eisenberg of Eisenberg & Associates, who is a Wisconsin pension consultant. Dennis explains what the WRS is all about and the different benefits it offers retirees. Dennis discusses: - How to tackle the risk of “outliving” your retirement savi...

Schedule a free virtual or in-person consultation by visiting We are based in Knoxville and Chattanooga! Can I retire in 2 years with what I have? What happens if I run out of income before I run out of life? Will my spouse be okay? In this study, we'll take a look at being 60 and married with $1,200,000 in your 401(k). Can you retire in 2 years? 0:26 Introduction 1:16 Case Study 2:05 Industry vs Us (Blue Ridge Wealth) 3:58 Plan for Everything 4:26 Objectives/Concerns 5:37 Income 7:43 Investments 8:16 Future Value Calculator 11:24 Taxes 12:40 Tax Brackets 15:00 Healthcare 15:46 Family/Legacy 18:02 Summary 18:35 Mind the GAP 19:42 Growth 20:19 Access 21:28 Protection 22:45 Fund Distribution 24:46 Conclusion 26:11 Outro A successful retirement plan means having a clear and achievable plan for your taxes, income, investment, healthcare, and legacy. If you are missing a piece of your financial puzzle or just want a second opinion, contact us at 865-392-4260 or visit Lea...

Multi-year guaranteed rate annuities are often compared to CDs, and when looking at them as an overall strategy for your retirement plan , it's worth understanding what they are and how they can be beneficial. Annuity Education: #Annuity #retirementplanning #TroySharpe Working with a CFP® professional can be an important step toward reaching your financial goals. Not only do these advisors meet rigorous education and experience requirements, but they are also held to some of the highest ethical and professional standards in the industry. Education CFP® professionals must master nearly 100 integrated financial planning topics, including: - Investment planning - Tax planning - Retirement planning - Estate planning - Insurance planning - Financial management In addition to completing a comprehensive financial planning curriculum approved by the CFP Board, or equivalent academic coursework, CFP® professionals are required to complete continuing education coursework,...

Consider This Program with Joe Clark, CFP and Aaron Rheaume, CKA®. In this segment we will cover: A gold IRA is one way to save for retirement. As its name suggests, instead of stocks or bonds, it holds gold in the form of bars, coins, and bullion. It can also contain other precious metals like platinum and silver. Typically, people who have a gold IRA are looking to diversify their assets and hedge against inflation. Schedule your complimentary Next Steps meeting today! www.yourlifeafterwork.com 800-928-4001... ( 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 What Is A Gold IRA & Do You Need It In Your Portfolio? In today's uncertain economic climate, it is wise to diversify one's investment portfolio to protect against potential losses. One option that has gained popularity in recent years is a Gold Indi...

Alpine Financial Partners (505) 500-8420 We all have different ideas about what a successful retirement looks like… and how much risk we’re willing to take in order to reach our financial goals. Let’s face it. Your company retirement plan may be your biggest investable asset. As market conditions and your personal circumstances change, you want a plan designed to minimize risk as much as possible… and also be ready to respond quickly to any market opportunities. At Alpine Financial Partners, we’d like to tell you about a way to tailor your company retirement plan to more closely address your individual investing needs. It’s called a Self-Directed Brokerage account and is offered by more than 40% of employers as part of their 401(K), 403(b) or 457 plans. This is not a rollover. It’s more like adding an addition to your home that is your 401(k). You allow us to create a “brokerage window” with our partner, The Pacific Financial Group, allowing a portion of your core reti...

In today's video, Adam Bergman, Esq. and Isaac Rodriguez, a client of IRA Financial, discuss taking out a loan with a SDIRA versus a Solo 401k, and potential tax consequences of each. -- Learn more about the Self-Directed IRA: Learn more about the Solo 401(k): -- Discover more videos by IRA Financial: Subscribe to our channel: -- About IRA Financial: IRA Financial Group was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms. During his years of practice, he noticed that many of his clients were not even aware that they can use an IRA or 401(k) plan to make alternative asset investments, such as real estate. He created IRA Financial to help educate retirement account holders about the benefits of self-directed retirement plan solutions. IRA Financial is a retirement account facilitator, document filing, and do-it yourself document service, not a law firm. IRA Financial Group does not provide legal services. No at...

Learn more about buying gold and precious metals in an IRA: -- Discover more videos by IRA Financial: Subscribe to our channel: -- About IRA Financial: IRA Financial Group was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms. During his years of practice, he noticed that many of his clients were not even aware that they can use an IRA or 401(k) plan to make alternative asset investments, such as real estate. He created IRA Financial to help educate retirement account holders about the benefits of self-directed retirement plan solutions. IRA Financial is a retirement account facilitator, document filing, and do-it yourself document service, not a law firm. IRA Financial Group does not provide legal services. No attorney-client relationship exists between Client and IRA Financial, its management, salespersons or IRA Financial's in-house legal counsel. IRA Financial Group provides IRA retirement facilitation servic...