Timothy Sumer

Never wait for your check to arrive in the mail again. Write a check directly from your tax-advantaged IRA for your next real estate investment.... ( 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 Checkbook for Real Estate Investing Real estate has long been considered a lucrative investment option, providing substantial returns and a sense of security. However, for individuals looking to invest in real estate using funds from a self-directed Individual retirement account (IRA), the process can be complex and time-consuming. Thankfully, the option of a self-directed IRA checkbook provides a convenient and efficient solution for real estate investors. Traditional IRAs restrict investments to stocks, bonds, and mutual funds. However, a self-directed IRA allows investors to have more control over their retirement funds by...

In depth webinar about Self-Directed IRAs, especially for investing in real estate. Interested to learn more? Visit our page to view more FREE webinars! Keep up with all things Broad Financial: LinkedIn: Facebook: Twitter: Vimeo: YouTube Channel: / @broadfinancialllc Disclaimer: Broad Financial LLC does not provide legal, tax, or investment advice. Please consult with your tax or legal advisor before making investment decisions.... ( 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 If you are looking to take control of your retirement future, then the Ultimate Self-Directed IRA Webinar by Broad Financial is a must-attend event. This informative webinar provides individuals with the knowledge and tools they need to maximize their retirement savings through self-directed IRA investing. For many individuals, a traditional...

Our owners host daily webinars on our community where you can ask questions! Please join My Community to participate & ask questions: Please join My Community to ask questions: Free to Join! All are Welcome! LEARN MORE: The solo 401k plan , commonly referred to as self-directed Solo 41k is the retirement plan of choice for self-employed individuals or owner-only businesses including for the features highlighted below: -The highest contribution limits for any defined contribution plan including up to $57,000 (or even $63,500 if you are 50 or older) for 2020 (for 2021: $58k or $64.5 if you are 50 or older). -The ability to make pre-tax, Roth, and even Mega Backdoor Roth contributions. -401k participant loans of up to $50,000 -Invest with checkbook control in real estate, cryptocurrencies, notes, private placements, and other types of alternative investments. Open an Account: Learn More: Subscribe to our channel for weekly educational webinars: For ove...

What is a Roth conversion and why should you consider it? The ultimate goal is a tax-free retirement. All qualified Roth distributions are free of taxes. Of course, retirement funds can't escape the tax man altogether, so when you convert traditional, pretax funds to Roth, you will owe taxes. On this episode of Adam Live, IRA Financial founder, Adam Bergman, Esq. will discuss what a Roth conversion is, how to perform one, and the rules you need to be aware of. He will also explain why and when you should consider doing one. Join us LIVE on Thursday, September 21st at 1:00PM EDT! *please note the date change* -- Learn more: -- About IRA Financial: IRA Financial Group was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms. During his years of practice, he noticed that many of his clients were not even aware that they can use an IRA or 401(k) plan to make alternative asset investments, such as real estate. He created I...

In this episode, we break down the deadlines and strategies for contributing to your Solo 401(k) plan. If you're an S Corporation owner or a sole proprietor, this information is crucial. Discover how to reduce your taxable income, set up your Solo 401(k) plan, and start building your retirement nest egg. Don't miss out on these valuable tips and strategies to secure your financial future. AND DONT FORGET, SEPTEMBER 15th IS THE LAST DAY TO CONTRIBUTE! ---- Schedule a Free 15-minute new account phone appointment with one of our experienced Senior Account Executives regarding what type of account is best for you. ---- To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit ---- Learn how to take control of your retirement - Self-directed IRA Podcast - Shop my products - Blog & Articles - ---- Connect with Mat online: - Instagram: - Facebook: - LinkedIn: - Twitter: ... ( read more ) L...

Solo 401k Question Answered - Does IRA Pro Rata Rule Apply to Mega Backdoor Roth Solo 401k? Book a call: Our owners host daily webinars on our community where you can ask questions! Please join My Community to participate & ask questions: Please join My Community to ask questions: Free to Join! All are Welcome! LEARN MORE: The solo 401k plan , commonly referred to as self-directed Solo 41k is the retirement plan of choice for self-employed individuals or owner-only businesses including for the features highlighted below: -The highest contribution limits for any defined contribution plan including up to $57,000 (or even $63,500 if you are 50 or older) for 2020 (for 2021: $58k or $64.5 if you are 50 or older). -The ability to make pre-tax, Roth, and even Mega Backdoor Roth contributions. -401k participant loans of up to $50,000 -Invest with checkbook control in real estate, cryptocurrencies, notes, private placements, and other types of alternative investme...

Harvard Law Attorney George Blower compares Self-directed Solo 401k vs Self-directed IRA options. ... ( 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 Solo 401k vs Self Directed IRA: When to Use? Pros and Cons Saving for retirement is an important part of securing your financial future. While there are traditional retirement options available, such as employer-sponsored 401k plans and Individual Retirement Accounts (IRAs), some individuals prefer a more hands-on approach to their investments. This is where self-directed retirement accounts, such as self-directed Solo 401k and self-directed IRAs, come into play. Self-directed retirement accounts give individuals the ability to choose and manage their investments, providing a level of control and freedom not found in traditional retirement plans. However, it's important...

Safeguard Advisors - - You can use your IRA money to buy income-producing Real Estate, with a Self Directed IRA. Emphasis must be placed upon the fact that transactions will be deemed to be "prohibited" if investments, in any way, currently benefit the account holder, close family members and a few others who are known as "disqualified parties". Safeguard Advisors' attorney consultants are specifically trained in ERISA law. Note: Because the rules and regulations are complex, it is strongly recommended the account holder utilize the services of competent advisors and attorneys who are experts in the area of Self Directed IRA investing.... ( 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 Self Directed IRA Rules - Top FAQ's When it comes to saving for retirement, individuals have several options to choose from,...

Self-Employed 401k FAQ - Can my solo 401k account be opened at Robinhood? Please join My Community to ask questions: Free to Join! All are Welcome! LEARN MORE: The solo 401k plan, commonly referred to as self-directed Solo 41k is the retirement plan of choice for self-employed individuals or owner-only businesses including for the features highlighted below: -The highest contribution limits for any defined contribution plan including up to $61,000 (or even $67,500 if you are 50 or older) for 2022, or $66,000 (or even $73,500 if you are 50 or older) for 2023. -The ability to make pre-tax, Roth, and even Mega Backdoor Roth contributions. -401k participant loans of up to $50,000 -Invest with checkbook control in real estate, cryptocurrencies, notes, private placements, and other types of alternative investments. Open an Account: Learn More: Subscribe to our channel for weekly educational webinars: For over 10 years, My Solo 401k Financia...

If you're trying to reduce your taxes, save more and figure out which is the best small business retirement plan this video is for you. Choosing between an LLC or S-Corp for a small business owner can be complicated. In this video I'm going over 3 examples of how choosing the business structure and retirement plan can change your tax and retirement plan choices a lot. ----------------------------------------------------- Join this channel to get access to perks: ----------------------------------------------------- Join this channel to get access to perks: ----------------------------------------------------- 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. START HERE Our financial planning process is an ongoing relationship because as you grow, your financial plan grows with you. At Sickle Hunter Financial Advisors, we believe that saving ...

... ( 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 Vanguard Backdoor Roth Conversions for Solo 401(k): A Comprehensive Guide For individuals who are self-employed or have their own small businesses, a solo 401(k) plan can be an excellent retirement savings option. It allows you to contribute to both the employee and employer portions, potentially allowing for significant tax savings and higher contribution limits compared to traditional IRAs or SEP IRAs. And when it comes to maximizing the benefits of your solo 401(k), one strategy worth considering is the Vanguard Backdoor Roth Conversion. What is a Backdoor Roth Conversion? Before diving deeper into the specifics, let's understand what a backdoor Roth conversion entails. A backdoor Roth conversion is a strategy employed to convert traditional IRA funds into a Roth IRA, regardless of incom...

Self-employed 401k - How can I transfer my Thrift Savings Plan (TSP) to my Solo 401k? Book a call: Our owners host daily webinars on our community where you can ask questions! Please join My Community to participate & ask questions: Please join My Community to ask questions: Free to Join! All are Welcome! LEARN MORE: The solo 401k plan , commonly referred to as self-directed Solo 41k is the retirement plan of choice for self-employed individuals or owner-only businesses including for the features highlighted below: -The highest contribution limits for any defined contribution plan including up to $57,000 (or even $63,500 if you are 50 or older) for 2020 (for 2021: $58k or $64.5 if you are 50 or older). -The ability to make pre-tax, Roth, and even Mega Backdoor Roth contributions. -401k participant loans of up to $50,000 -Invest with checkbook control in real estate, cryptocurrencies, notes, private placements, and other types of alternative investments. ...

On March 21, 2023, the Treasury Department and the IRS issued Notice 2023-27 which announces that they are soliciting feedback for upcoming guidance regarding the tax treatment of a nonfungible token (NFT) as a collectible under the tax law. The Notice states that the IRS intends to issue guidance that treats certain NFTs as collectibles for purposes of IRC Section 408(m). It outlines the approach the IRS is considering and asks for comments by June 19, 2023. For retirement account investors, the determination of whether an NFT is crucial as to whether the asset can be purchased by a retirement account . On this episode of Adam Live, IRA Financial founder, Adam Bergman, Esq. will discuss the new Notice, explain what NFTs are, and walk you through the new “look-through analysis" that may help determine whether an NFT is a collectible, and thus, a prohibited investment with your retirement account . Join us LIVE on Monday, March 27th at 12:45PM EDT! -- Read more abou...

Harvard Law Attorney George Blower leads an in-depth discussion of how to contribute up to $58,000 for 2021 to your Solo 401k and then convert it to a Roth IRA at Vanguard. LEARN MORE: The solo 401k plan , commonly referred to as self-directed Solo 41k is the retirement plan of choice for self-employed individuals or owner-only businesses including for the features highlighted below: -The highest contribution limits for any defined contribution plan including up to $57,000 (or even $63,500 if you are 50 or older) for 2020 (for 2021: $58k or $64.5 if you are 50 or older). -The ability to make pre-tax, Roth, and even Mega Backdoor Roth contributions. -401k participant loans of up to $50,000 -Invest with checkbook control in real estate, cryptocurrencies, notes, private placements, and other types of alternative investments. Open an Account: Learn More: Subscribe to our channel for weekly educational webinars: For over 10 years, My Solo 401k Financial is the l...

How to invest with a Self Directed IRA (Investment retirement 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 What is a Self-Directed IRA? Individual Retirement Accounts (IRAs) are a popular way for individuals to save for retirement. They offer tax advantages and can be invested in a variety of assets such as stocks, bonds, and mutual funds. However, many people are not aware that there is an alternative type of IRA called a Self-Directed IRA (SDIRA), which provides even more investment options and flexibility. A Self-Directed IRA is an IRA that allows account holders to make investment decisions on their own. Unlike traditional IRAs, which are often managed by financial institutions, SDIRAs put the account holder in control. This means investors have the ability to choose from a wider range of investment options, including real ...