Timothy Sumer

In this video, we're going to discuss Roth Conversions. Roth Conversions are a game-changer for those looking to retire early. Roth Conversions allow you to convert your Roth IRA into a Traditional IRA, which will give you more flexibility when it comes to retirement planning . We'll discuss the benefits of Roth Conversions and how they can help you retire sooner! I'm not YOUR financial advisor. The content I share is broad, non-personalized, educational content around basic financial concepts. Speak with a professional who's familiar with your specific situation before making any financial decisions. Hire a Financial Advisor and Hire a CPA. www.pointwealthmanagement.com Industry regulations prohibit endorsements or testimonials for Point Wealth, LLC or any Investment Advisor Representative. Posts must refrain from recommending investment advisory services or providing testimonials for our firm, since they are strictly prohibited. Please understand that w...

Reduce your taxes in retirement with a BACKDOOR ROTH IRA 🚪 This is an opportunity that soooooo may people are overlooking. 👀Watch the video. I believe there is an optimal investment and financial plan for you, Reach out if you want help finding it. #RothIRA #RothConversion #retirementplanning Hello, I’m Mitch Goldberg. I’ve been a financial advisor since 1990. On this channel, I educate my viewers about personal finance, investing and how to take control of their money. It’s very easy for your money to control you! I want to teach you how to take back control of your money. I also get into wonky topics like monetary policy, global trade, tax policy, and a whole lot more. Most of all, I share with viewers the valuable financial and life’s lessons I’ve learned from working directly with my clients throughout my career. I host a live stream, which I named “Be the Boss of Your Money”, on YouTube, LinkedIn, and Facebook because I want you to be the bo...

If you plan to retire early, and have money in retirement accounts (401ks and IRAs), you might ask "How do I access my money early without penalty?" Well one of the main methods is the Roth Conversion Ladder: A pipeline of conversions from your traditional (pre-tax) accounts, into your Roth account, where you let it "season" for 5 years before withdrawing it. This is one of the key tools for people in the FIRE (Financial Independence / Retire Early) Community! Another method to access your retirement account money early is the use of Substantially Equal Periodic Payments. I discuss this in another video here: ... ( 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/how-a-roth-conversion-ladder-works-withdraw-penalty-free-in-early-retirement/?feed_id=60586&_unique_id=63c3b56c62b8b #Infla...