Timothy Sumer

The Mega Back Door ROTH IRA method can be a great way to build up tax deferred retired contributions in excess of typical IRA or 401k limits. Brian Lombardo, CFP(R), CPA www.brianlombardo.com blombardo@gfainvestments.com Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Gateway Financial Advisors, Inc., and Cambridge Investment Research, Inc. are not affiliated.... ( 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 The Mega Back Door Roth IRA: A Powerful Retirement Saving Strategy With the rising costs of living and increasing life expectancy, saving for retirement has become more crucial than ever. Luckily, there are various retirement saving strat...

We're an investing service that also helps you keep your dough straight. We'll manage your retirement investments while teaching you all about your money. #retirement #retirementplanning #dohstr8 ---Ready to subscribe--- For more information visit: --- Instagram @jazzWealth --- Facebook --- Twitter @jazzWealth Business Affairs 📧Support@JazzWealth.com... ( 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 MEGA Backdoor Roth Conversion Explained in English retirement planning can be a complicated endeavor, filled with a labyrinth of terms and strategies that can leave many individuals scratching their heads. One such strategy that has gained popularity in recent years is the MEGA Backdoor Roth Conversion. While the name may sound intimidating, understanding this strategy is crucial for those looking to maximize thei...

Are you planning on converting all of your IRA assets in one MEGA Conversion or do you plan to spread out your tax liability and optimize over a longer period of time? You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to It's no secret that the retirement tax system is quite complex. Between various tax hike zones like the Social Security Tax Torpedo and Capital Gain Bump Zones to penalties like IRMAA, navigating taxes in retirement is difficult. Given this, many retirees wonder if they should simply perform all of their Roth Conversions at once, doing a massive Roth Conversion. And this will be the simplest method, but is it the most optimal? In this video, we compare a large, one-time Roth Conversion vs. spreading that Roth Conversion schedule out. #RothConversion #OptimizeTaxes - - - - - - - - - - - - - - - - - - - - - Always remember, "You Don...

Self-Directed retirement accounts can be intimidating and complex. This webinar is meant to answer the most common questions investors have before they commit to opening a Self-Directed account and help investors of all experience levels navigate this account.... ( 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 world of retirement planning continues to evolve, many investors are turning to self-directed IRA and Solo 401(k) accounts. These accounts offer a level of control and flexibility that traditional retirement accounts simply can't match. However, as with any unfamiliar financial instrument, there are bound to be plenty of questions. Here are answers to some of the most common questions about self-directed IRA and Solo 401(k) accounts. What is a self-directed IRA? A self-directed IRA (Individual retirement account ) is an acco...

A MEGA backdoor Roth? YES! You heard that right. Investors can contribute more than $60,000 per year with this game-changing strategy. Super Charge your Roth accounts. For more info make sure to check out DirectedIRA.com 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 hosted by Directed IRA. You can buy the recording of prior years at Mat Sorensen’s book, The Self-Directed IRA H...

Mega Backdoor Roth 401k in 2023 - Reaching $66,000 of 401k savings in 2023, how it works, pros and cons, why have I not heard of this, and practical considerations for implementation.... ( 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 In 2023, Mega Backdoor Roth 401k will be an increasingly popular retirement savings vehicle for those looking to maximize their savings. This unique retirement savings option allows individuals to make after-tax contributions to their 401k, which are then converted to Roth IRA contributions. This strategy has become increasingly popular as it allows individuals to take advantage of the tax-free growth of the Roth IRA, while still allowing them to keep their 401k contributions within the tax-deferred environment of the 401k. The Mega Backdoor Roth 401k is an attractive option for those who are look...