Timothy Sumer

In this episode of Getting Real, discover why your financial advisor or current retirement plan services provider may not inform you of investing in alternative assets. 0:00 Intro 1:07 Why your financial advisor is not providing you with information about investing in alternative assets 2:38 Public and private market advisors 3:04 How to access WealthBridge 4:02 Education gap 5:28 Can I convert an existing traditional 401(k) to a Roth IRA? Discover more on WealthBridge here: ... ( read more ) LEARN MORE ABOUT: IRA Accounts INVESTING IN A GOLD IRA: Gold IRA Account INVESTING IN A SILVER IRA: Silver IRA Account REVEALED: Best Gold Backed IRA We all need financial guidance at some point in our lives. Whether it's planning for retirement, managing debt, or saving for a major purchase, seeking the help of a financial advisor seems like a logical step. However, there are some things your financial advisor won't tell you that you should...

Mark Peck, Senior Director of Business Development @ Forge Trust, will join us to discuss investing your retirement funds in alternative assets. With over $14 billion of assets in custody, Forge Trust Co. (formerly IRA Service Trust Company) handles a wide range of alternative investments including: Real Estate Private Stock Private Equity Promissory Notes Private Placements Precious Metals and more (including Process & Fees) To Watch the Full Video, please join My Community (it's free) at the following link: Please then watch the full video and join the discussion here: ... ( 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 Self-Directed IRA Review: Alternative Asset Investing w/ Special Guest Expert @ Forge Trust When it comes to retirement savings, many people are familiar with traditional investment options such as stocks, bonds,...

Why Do You Need an IRA Custodian? Some individuals don't understand the necessity of having an IRA custodian. Our new video, "Why Do You Need an IRA Custodian?" will provide insight to this question. Want a better idea of what alternatives are available to you? Download our Periodic Table of Assets here: An IRA is a personal savings account which allows you to contribute annually for your retirement savings. Provident Trust Group is here to help you to expand your investment options. When you are ready to be free to control your financial future, contact us and we can provide you with the support to self-direct! Visit our website, trustprovident.com, or contact Provident at 888-662-0869 for more information. Should Your Retirement Portfolio Include Alternative Investments? Whether the goal is to achieve capital preservation or aggressively generate growth, a successful retirement savings plan requires establishing an appropriate asset allocation str...

Hey Guys! Today, I want to talk to you about a concept called “partnering.” And no, we are not talking about relationships. We are talking about taking different types of self-directed retirement plans - and non-retirement plans - to maximize your buying power and your tax savings. An Example of Partnering Self-Directed Retirement Plans If you didn't already know, Nuview Trust Company is a self-directed IRA provider. We allow people to take their retirement accounts (their IRAs, their traditionals, their Roths, their SEPs, their SIMPLEs, their 401ks, etc.) and invest in things like real estate, promissory notes, private placements, and cryptocurrency… instead of investing only in stocks, bonds, and mutual funds. If you are looking to buy real estate, or even notes secured by real estate, you might need a little bit more buying power than what you have in your traditional or even your Roth IRA. In this case, partnering could be a solution for you. Here’s an examp...

Private placements in a self-directed IRA are investments in privately held entities, such as companies, small businesses, or funds. Your IRA can invest directly into a company or it can invest in a fund with other investors. It can also loan money to a business in the form of a debenture or convertible note. Dividends are tax sheltered, deposited directly into your IRA. Learn how to invest with your self-directed IRA at ... ( 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 https://inflationprotection.org/investing-in-private-placements-with-a-self-directed-ira/?feed_id=55952&_unique_id=63b1effe9acb9 #Inflation #Retirement #GoldIRA #Wealth #Investing #alternativeinvesting #FinancialServices #investinginprivateplacements #PrivateEquity #privateplacementinvesting #privateplacements #privatestock #selfdirectedira #SelfDirectedIRA #altern...

Hey Everyone. It’s Brian Poss, Director of Marketing at NuView Trust here. Welcome to part two of our private equity video series. In this video, we're going to go over: 1. How you find deals 2. Websites you can use to find private equity deals 3. Performing due diligence. Most importantly, we’ll discuss what you need to look for on some of these sites to understand the investment that you're investing in. Websites You Can Use To Find Private Equity Deals There's a couple of different sites that offer private equity investing information. Like I said, with most of these sites, it doesn't matter if you have a large account or a small account, everything goes. That's why I love private equity investing because you don't need a large account. And with some of these investments, you can invest as little as a hundred dollars. It's a great tool for younger investors out there, as well as older investors that have larger accounts. Please note:...

Sean McKay, Senior Vice President of American IRA, explains self directed IRA's, the benefits, and how to get started setting one up. A self directed IRA will give you the opportunity to invest in alternate assets so you can diversify your investments. Visit American IRA on the website for more information and check out their YouTube channel: Website - YouTube Channel - Alpha Dog Investments aka Alpha Dog Capital is located in Canton, GA. Our company buys real estate including raw land, lots, single family houses, townhouses, condos, and multi-family buildings. We like buying distressed properties that are in need of updating and repairs and land development projects. We solve real estate problems for property owners. Our investors provide funding for our company to buy real estate. To learn more, contact John Marion. Alpha Dog Capital 102 Overlook Cir, Suite A Canton, GA 30115... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: Gol...