Timothy Sumer

#rothira #backdoorroth #tdameritrade #finance The Backdoor Roth allows high income earners to still contribute to the Roth IRA! Follow these 3 steps! 00:00 Intro 00:51 What is a Backdoor Roth? 01:59 Who should do the Backdoor Roth? 02:43 Pro Rata Rule 04:40 Step by Step Guide to do the Backdoor Roth 07:08 Deadline How to Fill out Form 8606: Late Contribution: (Not affiliated with WhiteCoatInvestor) For business inquiries: everydayjanofficial@gmail.com Disclaimer: This video is for educational and entertainment purposes only. This is not financial or medical advice. Do your own research before making financial or medical decisions.... ( 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 As of 2023, the Backdoor Roth IRA is one of the most popular investment strategies for individuals looking to save for their retirement. However, it can b

Do you have questions about your retirement? Will you outlive your savings? What does the future hold for the economy? What long term needs will you have? And, can you plan for them now? The advisors at GIS, Global Investment Strategies, are you to assist you. Contact us online at gisgoal.com or 833-447-4625.... ( 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 GISGoal Annuity Retirement Plans: A Comprehensive Guide Planning for retirement is a crucial aspect of financial planning. Without proper retirement planning, one may face difficulties in maintaining post-retirement quality of life. With various retirement plans available, it can be overwhelming for individuals to select the best-suited plan for themselves. In such cases, GISGoal Annuity Retirement Plans can be an excellent option to consider. What is GISGoal Annui

If you are switching employers, you have the option to roll over your 401K into an IRA plan. Watch as we Make Cents of IRA Rollovers. Subscribe for more 1-minute videos about important topics that affect our daily financial lives at Ascentra Making Cents is a monthly financial education video series from the experts at Ascentra Credit Union. New topics air on KWQC TV 6 in the Quad Cities region. Also follow Ascentra on: Instagram @ascentracu Facebook @ascentra Twitter @ascentra The Teller – Ascentra’s online financial education and member news. ... ( 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 Making Cents of IRA Rollovers Individual Retirement Accounts (IRAs) are a popular way for people to save money for their retirement. But, what happens when you change jobs, retire or simply want to transfer your IRA into another investme

Michael Gray interviews Phil Price, EA (a retirement plan administrator) for Financial Insider Weekly about retirement plans small businesses can set up for their employees. Part 1 of 3 focuses on the types of plans available.... ( 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 Plans for Closely Held Businesses Part 1 of 3 Closely held businesses, also known as family-owned businesses, are unique in that they are typically owned and operated by a single family or a small group of individuals. retirement planning for these businesses presents unique challenges and opportunities. Why Plan for Retirement? retirement planning is essential for all businesses, regardless of size. However, it is especially important for closely held businesses. Retirement plans are used to provide income for employees and

FREE Copy of Retirement List Summary Shown in Video LINK OPTIONS X! So, do this first: SOLVE this ONE number for your RETIREMENT PLAN and it will pick the BEST OPTION for you! One clue REVEALS everything you need to know. How much can you tax deduct for your retirement plan? 401k? IRA? SEP? Roth IRA? Simple? 403b? Solo 401k? Simple IRA? Defined Benefit Plan? Money Purchase Plan? Prepare For Your Ideal Retirement! Self-Employed Retirement Plans. Employee Retirement Options. Small Business Employer Retirement. Retirement plan. Retirement calculator. retirement planning . 401K Max. IRA Max. Roth IRA Max. Simple IRA Max. 401k max contribution 2022. 401k max contribution 2023. IRA contribution limits. IRA contribution limits 2023. Roth IRA vs IRA. 401k vs IRA. Simple IRA vs 401K. Retirement plan maximum contributions. Self Employment Retirement Options. LINK TO SUMMARY OF RETIREMENT OPTIONS BY YEAR & PLAN [AS PRESENTED IN VIDEO] CHECK OUT MY 4 "ON DEMAND" SEMIN

CHOOSE THE RIGHT ONE → SOLO 401(k) vs SEP IRA Both the Solo 401(k) and SEP IRA are great plans. In this video, I help you choose the right one. As an entrepreneur, self-employed, and/or small business owner, you’ve got to pivot from time to time when it comes to retirement planning and investing! There are some things you need to know about these retirement plans as you build your wealth. Money expert advice can help you decide on a solo 401(k) also known as a self-employed 401(k), and SEP IRA, as explained in this video. Do you have a corporate job and a side business? Chances are you're missing a big opportunity to build your wealth. A MONEY TIP in this video will help you win that opportunity! Watch this video until the end to learn how to get your retirement planning aligned to your financial well-being. I’ve also included money expert tips in this video for self-employed so you know your retirement options. And if you want to learn more about traditional

Is the SEP IRA the best retirement plan for small business owners? Let's take a look at the rules and regulations of the SEP IRA to help you figure out if this is the right retirement plan for you. 0:00 Intro 0:35 Setup Process 0:57 IRS form 5305-SEP 1:04 SEP IRA Employee Eligibility Requirements 2:34 IRS form 5498 2:54 Contribution Limits 3:38 Catch-Up Contributions 4:08 Investment Options 4:48 Traditional IRA and Roth IRA income limits 7:02 SEP IRA contribution formula 9:15 Contribution rates Publication 560 10:41 Roth IRA + SEP IRA 13:58 Is the SEP IRA the retirement plan for you? ///////////////////////////////////////////////// Get answers FASTER... Join this channel to get access to perks: Chat on discord: Join Link Support on Patreon: ----------------------------------------------------- Are you ready for professional investment advice? We can help you with financial planning and asset management. Let us guide your investments to your financial freedom. S

If you have a small business with income and are looking to save in a tax advantaged way for retirement, there are a lot of options. The 3 most popular options are: - An Individual 401(k) (also called a "solo 401(k), or i401(k)) - A SEP IRA - Or, a Simple IRA We usually find solo 401(k)s to be the best option. They are simple to administer, and cheap to manage. The biggest advantage for you is that you can put away a lot of money into these accounts - $66,000 for 2023! Small business retirement options can be more complex though if you are considering adding employees. Be sure to reach out if you need help setting up a 401(k), managing the account, or with other parts of your financial plan.... ( 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 When it comes to retirement planning, the options can be overwhelming. There are

Want to use a Self-Directed IRA or Solo 401(k) Plan to buy real estate, but a bit short on cash? Partnering with my self-directed retirement account to buy real estate: Legal or not? Adam Bergman – tax attorney, author of 7 books on self-directed retirement plans, and a leading voice in the self-directed retirement world – discusses what the IRS and case law says. - Subscribe to our channel: - Adam Bergman founded IRA Financial Group and IRA Financial Trust. Prior, he was a tax attorney at some of the largest law firms in the country, including White & Case LLP. He’s written 7 books on the taxation of Self-Directed IRA and 401(k) plans and is a frequent contributor to Forbes.com as well as a member of the Forbes Finance Council. IRAFG was founded to help educate Americans about self-directed retirement investments, empowering them to gain control over their funds. - FOLLOW US! ... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD

EPISODE #263 You can find the links and resources for this episode on our website here: - Want a complimentary copy of our latest book, Your Business Your Wealth? All you have to do is review our podcast (on Apple Podcast / Spotify / Stitcher), then email us a screenshot of your review to info@sfgwa.com and we'll mail you a copy of our latest book. This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation. Sound Financial LLC dba Sound Financial Group is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments

401k Retirement Plans based in Charleston, SC and Myrtle Beach, SC. A better way to 401k with Low Fee 401k. Qualified Retirement Plan arm of Oak Street Advisors... ( 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 401k Retirement Plans: LowFee401k.com Are you looking for a 401k retirement plan that offers low fees and great service? Look no further than LowFee401k.com. LowFee401k.com is a full service retirement plan provider that specializes in low cost 401k retirement plans for businesses located in Charleston, SC and Myrtle Beach, SC. LowFee401k.com provides a variety of services to help businesses set up and manage their retirement plans. They offer a wide selection of retirement plan options, including traditional 401(k)s, Roth 401(k)s, SEP IRAs, and SIMPLE IRAs. LowFee401k.com also provides comprehensive plan

Government Take Over Of Your Retirement Accounts "Automicatic IRAs" government-mandated workplace retirement programs, Government Mandated retirement account ... ( read more ) LEARN MORE ABOUT: Retirement Planning REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing Retirement accounts, such as IRAs, 401Ks, 403Bs, and 457s, are a great way for individuals to save for retirement. But could the government ever take over these accounts? The short answer is no. Under current law, the government cannot take over your retirement accounts. In fact, the government actually protects your retirement accounts from creditors, so even if you declare bankruptcy, your retirement accounts are safe. That said, there are a few scenarios where the government could potentially gain access to your retirement accounts. For example, if you owe back taxes to the government, the IRS can s

What is a Qualified Retirement Plan and what are the types of Qualified Retirement Plan? In this video, Douglas Jones, Managing Director of Creative Retirement Solutions, discusses how Qualified Retirement Plans offer many benefits and opportunities different than Individual Retirement Accounts (IRAs). Two types of Qualified Retirement Plans, Defined Benefit Plans and Defined Contribution Plans offer two different opportunities for business owners, principals, and employees. In this video, Douglas provides the basic information that you as a business owner will need to begin the process of seeking out a competent professional who can provide you with the guidance required to make this important decision for yourself, your family, your business, and your employees.... ( 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 R

Pete Schindele - Solo 401k: The Biggest Tax-Saver ROYAL LEGAL SOLUTIONS Learn how to free your time, protect your assets, and create lasting wealth with asset protection attorney and long-time real estate investor, Scott Royal Smith. When a close friend lost over $3 million in a single lawsuit, Scott decided to leave his litigation practice to help people protect themselves from frivolous lawsuits. His law firm, Royal Legal Solutions, now helps thousands of real estate investors and entrepreneurs protect more than $1.2 billion in assets. Join Scott as he deconstructs the lawsuit game and shows you how to protect yourself and your hard-earned wealth. **************************************************************************** MEET THE HOST Pete Schindele, CFO, CPA, Royal Legal Solutions. Pete is from Boise, Idaho, where he attended the University of Idaho and earned a Bachelor of Science in Business, majoring in Accounting and Finance. Pete has been a licensed CPA in the Sta

Denise Appleby talks about IRAs with her guests. In this episode , she has a conversation with Lewis Robinson, CPA of CapSouth Wealth Management, about IRS Form 5498. The focus is on the transactions that are reported on the form and steps IRA owners may take to keep track of contribution related activity in their IRAs.... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERTING IRA TO GOLD: Gold IRA Account CONVERTING IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA https://inflationprotection.org/ira-conversations-with-appleby-ep1-form-5498-with-lewis-robinson-cpa/?feed_id=65556&_unique_id=63d6e256e2924 #Inflation #Retirement #GoldIRA #Wealth #Investing #401k #ira #IRATips #retirementplanning #RetirementPlans #RothIRA #TraditiomalIRA #SimpleIRA #401k #ira #IRATips #retirementplanning #RetirementPlans #RothIRA #TraditiomalIRA

The best pension annuity rates are important because many corporations are cutting back on inherent pension programs. Find the best pension annuity rates with tips from a registered financial consultant in this free financial planning video. Expert: Patrick Munro Contact: www.northstarnavigator.com Bio: Patrick Munro is a registered financial consultant (RFC) with outstanding sales volume of progressive financial products and solutions to the senior and boomer marketplace. Filmmaker: Reel Media LLC... ( 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 https://inflationprotection.org/financial-planning-annuities-best-pension-annuity-rates/?feed_id=64527&_unique_id=63d2e3edb8d71 #Inflation #Retirement #GoldIRA #Wealth #Investing #annuities #AnnuityInsurance #annuityinvesting #Finances #financialadvice #financialc

Get information about John here Email : info@jcnfinancial.com Telephone: 1-(877) 755-0488 You will learn so much you will learn about #Roth accounts from this. #IRAConversations #RothConversions #RothSuitability - Thank you John Neyland JCN Financial & Tax Advisory Group, LLC #BackdoorRoth -... ( 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 https://inflationprotection.org/ira-conversations-with-appleby-ep-4-guest-john-neyland-roth-conversions-backdoor-roth-ira-contrib/?feed_id=62196&_unique_id=63c9de2aee200 #Inflation #Retirement #GoldIRA #Wealth #Investing #401k #ira #IRATips #retirementplanning #RetirementPlans #RothIRA #TraditiomalIRA #BackdoorRothIRA #401k #ira #IRATips #retirementplanning #RetirementPlans #RothIRA #TraditiomalIRA