Timothy Sumer

In this episode of Ready for Retirement, James discusses Deferred Compensation Plans and how to consider them within your overall retirement strategy. Questions Answered: How should I think about Deferred Compensation in context of my overall plan? When does it make sense to defer compensation (and when does it NOT)? How can your overall retirement strategy be improved? Timestamps: 00:00 - Introduction 2:30 - Deferred Compensation 101 3:25 - Retirement Expenses 5:04 - Tax Planning 8:50 - AVOID This Common Mistake 17:03 - Inflation Impact 19:58 - Deferred Comp Example 23:50 - Aligning Your Financial Goals 24:00 - Working With Us Learn the tips & strategies to get the most out of life with your money. Get started today → Subscribe to be notified for future videos: _ _ For more resources and content, check us out below! Website // Podcast // Instagram // Facebook // LinkedIn // Other videos we think you'll like: About Root: Worried about retire

🔔Subscribe To Our Channel for More Life changing Videos Like This Everyday!👇 😍Can LearnMore Deserve A Coffee Please? 👉 With the average lifespan being 78.4 years, you need to think about retirement planning and how to prepare for the future. In this video I'm going to show you 3 reasons why retirement planning is important and why it's never too late to start. 📈DISCLAIMER: We are not financial advisor. This video, and the ideas presented in it, are for informational purposes only and should not be construed as financial or other professional advice. It is your responsibility to take all necessary steps to independently. verify and ascertain that any information you choose to rely. on from or take action based upon this. video is accurate, as we are not responsible for your use of information obtained from this video🙏 👇MUST WATCH👇 The Psychology of Money and Why Your Money Changes People? ▶ How To Survive On a Low Income? ▶ ▶3 Tips To Live On A Crazy L

It's the start of a new year and in this episode, we're introducing our 2021 Retirement Services Compliance Calendar. To ensure our plan fiduciaries begin the year with their best foot forward, we're also providing a summary of fiduciary best practices. Hear from leading experts from advisory firm HANYS Benefit Services as we share insight on the employee benefit topics and trends that matter most. Tune in to each episode as we discuss regulations, investments, compliance and all things benefits.... ( 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 Guiding Your Retirement Plan Into 2021 As we bid farewell to 2020, a year filled with unexpected challenges, it is crucial to now focus on guiding our retirement plans into 2021. The pandemic may have disrupted our finances and retirement strategies, bu

Retirement Options - Pennsylvania Municipal Retirement System... ( 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 Retirement Options - Pennsylvania Municipal Retirement System Retirement is a significant milestone in a person's life. It is a time when hardworking individuals can finally reap the fruits of their labor and enjoy the freedom and tranquility that comes with not having to work anymore. However, retirement planning can be a daunting task, with numerous options and considerations to take into account. One retirement option that individuals in Pennsylvania have at their disposal is the Pennsylvania Municipal Retirement System (PMRS). The PMRS is a comprehensive retirement fund designed exclusively for employees of Pennsylvania's local government municipalities. It offers a range of benefits

SCHEDULE YOUR FREE PORTFOLIO REVIEW with Wealthion's endorsed financial advisors at In this webinar, Lance Roberts & his team from Real Investment Advisors (Danny Ratliff & Richard Russo) provide an in-depth presentation of success strategies for retirement planning . They also field Q&A from the live audience.... ( 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 retirement planning Best Practices Webinar + Live Q&A: A Comprehensive Guide to Securing Your Future retirement planning is an essential aspect of ensuring a comfortable and fulfilling post-work life. However, it can be a complex and overwhelming process, especially if you are unsure where to start or what strategies to implement. To address these concerns, a retirement planning Best Practices Webinar + Live Q&A session ha

Retirement The Biggest Life Changing Event Of your life, are you retiring in 2024, here are 4 questions you need to answer to ensure a smooth worry free retirement without fear. #retireearly #retirement #retirementmistakes #earlyretirement 🌏 Take advantage of this exclusive offer from NordVPN here ➼ Risk-free with NordVPN's 30-day money-back guarantee! #retirement #retireearly We are members of the Amazon affiliate program, these links contain a referral code where we earn a small commission on your order, you do not pay any extra at Amazon by using our referral link. Thanks for supporting our channel. Our Favourite Amazon finds USB Data Blocker Tina’s Magnetic Bracelet Smart Watch America Air Fryer America 2 Step Verification Key Powerbank Canon Lens Smart Wallet For Travel Our filming equipment for YouTube contain Amazon Affiliate links Camera Camera Lens Studio Lights Light Modifier Light Modifier Microphone Selfie Stick ✅

Should should you retire as a federal employee? Choosing when to retire as a federal employee can be hard decision. There are so many components to your FERS benefits. Plus, how to you combine those with everything else about retirement planning ? There are factors to note about Social Security, COLAs, TSP, FEHB, and several others. In this video, Thiago Glieger discusses some of the most important details to remember so that you don't make costly mistakes. FREE Newsletter: ============= Popular Videos: ============= The 5 Major Components of a Retirement Plan: Invest Like a Pro, TSP Tips Revealed: Using Roth? Learn About These Mistakes: Massive Changes to RMD Laws: How to Create Your Retirement Income System: ----------------------------------------------------------------------------------------------------------------------- ►Want to see more of our videos? Click here: ►Visit our federal employee retirement website: ►If you're interested in se

The LIRP, also known as the life insurance retirement plan, offers many benefits. See Depending on whether you choose whole life or universal life, the LIRP can provide much needed supplemental income in retirement. See In fact, the guarantees offered by whole life insurance make it an excellent vehicle for life insurance retirement plans. See In this discussion with the Financial Experts Network, estate planner and life insurance expert, Steve Gibbs, of insuranceandestates.com offers a few life insurance planning scenarios for a mainstream audience of financial professionals.... ( 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 Life Insurance Retirement Plan [LIRP] Case Studies: Unlocking the Benefits of Life Insurance for Your Retirement Planning for retirement can be a daunting task. With so many

Today on Your Money, Your Wealth® podcast 397, a compilation of some of the retirement plan spitballing from Joe Anderson, CFP®, and Big Al Clopine, CPA specifically for those in their 40s and 50s - a critical time on the path to retirement. Is your financial plan set up so you pay as little tax as possible? Does it take volatile markets and potential future tax increases into account? Have you got a strategy nailed down for Roth conversions, or backdoor Roth, or pension options? Maybe you’re making big decisions about what to do with your money between now and when you retire, like buying a house vs. saving for retirement? Are you comfortable with the retirement lifestyle you’re creating? Do you know what you’ll do with your time once you’re permanently off the clock? Visit the podcast show notes to access free financial resources and transcript, and to Ask Joe & Big Al On Air: 00:00 - Intro 01:13 - Should I Get a Roth IRA Even Though I'm Highly Taxed? (Laura, Los

Doug Tashma, RMC Group's Executive Vice President of Operations, explains how you could tell your clients that they can make substantially higher contributions to a qualified retirement plan AND completely eliminate market risk - all on a tax favored basis? Watch to find out! . . Contact RMC Group at 239-298-8210 to get a plan started today! . . Facebook: Twitter: Instagram: LinkedIn: Website: Email Address: rmc@rmcgp.com Phone Number: 239-298-8210... ( 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 Make Substantially Higher Contributions to a Qualified Retirement Plan! When it comes to planning for retirement, many individuals dread the thought of not having enough funds to live comfortably during their golden years. However, there is a strategic way to maximize your retirement savings and ens

In this fourth and final installment on a review of the major relief provisions contained in the CARES Act, Evolution Tax & Legal's Alton Moore covers the relief provisions set out for the use of retirement plan funds and how to take advantage of them. Alton walks through the COVID-19 relief provisions allowing US citizens and taxpayer to utilize their retirement plan funds unlike before.... ( 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 CARES Act Relief - Part 4: Utilization of Retirement Plan Funds The Coronavirus Aid, Relief, and Economic Security Act, also known as the CARES Act, was signed into law in late March with the aim of providing relief to individuals and businesses affected by the economic impact of the COVID-19 pandemic. Among its various provisions, the Act includes measures that all

#retirementplanning #investmentmanagement #retirementplanning It's a parents' natural instinct to want to help their children, but when does financial assistance go too far? We offer insight on how you can financially help a family member, while keeping your retirement plan on the rails.  w. pureportfolios.com p. 1 (877) 261-0015 e. insight@pureportfolios.com Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable... ( read more ) LEARN MORE ABOUT: Qualified Retirement Plans REVEALED: How

A flexible retirement plan with outstanding tax advantages and financial flexibility not available on traditional qualified plans.... ( 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 The Elite Retirement Plan: Securing a Luxurious Future When it comes to planning for retirement, many people dream of an elite lifestyle, filled with luxury vacations, fine dining, and indulging in their favorite hobbies and interests. To turn this dream into a reality, one needs a comprehensive retirement plan specifically tailored for an elite lifestyle. This is where the Elite Retirement Plan comes into play. The Elite Retirement Plan goes beyond traditional retirement planning , offering a unique approach specifically designed for individuals seeking an opulent and extravagant lifestyle in their golden years. It focuses on e

The Indiana Public Retirement System produced this video to provide INPRS members with valuable information to help prepare for retirement.... ( 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 Paving the Way to Retirement Retirement is a phase in life that many look forward to. It's a time when we can finally relax, enjoy the fruits of our labor, and pursue our passions. However, achieving a comfortable retirement requires careful planning and saving throughout our working years. Without a solid plan in place, our golden years may not be as golden as we hoped. One of the first steps in paving the way to retirement is determining how much you will need. It's important to assess your current lifestyle and estimate how much you'll need to maintain that lifestyle in retirement. Consider factors such a

I use the Social Security Detailed Benefit Calculator (AnyPIA) to determine the impact of my military service on benefits. There are Special Extra Earnings for Military Service that can increase your effective income for years of qualifying service and therefore increase your benefit. #earlyretirement #financialindependence #retirement #militarybenefits #socialsecurity... ( 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 Military Service Impact on Social Security Benefits - Charting Retirement Military service is unique in many ways, and one such distinction lies in its impact on social security benefits. Veterans and active duty service members may be eligible for additional benefits or face certain considerations when it comes to planning for retirement. Understanding the implications of military service