Timothy Sumer

Are you ready to rollover your 401(K)? In this video we discuss why it's important to roll your 401(k) to an IRA when you achieve age 59 1/2 or leave service. We help you understand how an IRA offers more investment options and can reduce fees. With an IRA you can buy individual stocks, a CD, ETFs, or an annuity. Contact Marc Montini, financial planner and licensed fiduciary at the Montini & Co Tax Advisory Group office for a free consultation today. Follow the link below to see more retirement and financial planning webinars: #401k #RothIRA #ira #etfs #annuity #fiduciary #marcmontini #retirement... ( read more ) LEARN MORE ABOUT: Retirement Annuities REVEALED: How To Invest During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing If you're like most people, retirement is probably something that you think about from time to time. It's easy to put it off and say that you'll worry

Is an annuity right for me? In this video we're going to educate you on how an annuity may helpful in your retirement for a portion of your portfolio. We don't think there are bad annuities but there can be bad uses of annuities. This video will help you make the best decision before you buy an annuity. Fixed index annuities offer guarantees against stock market losses. Variable annuities invest you directly in the stock market, and immediate annuities guarantee your income for life. What annuity is right for me? Watch the video and make the best decision if an annuity is right for you. #annuity #annuities #financialadvisor #financialplanner #fiduciary... ( read more ) LEARN MORE ABOUT: Retirement Annuities REVEALED: How To Invest During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing Marc Montini, a prominent financial educator and consultant, recently presented a mini webinar covering an