Timothy Sumer

▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 📲CONNECT WITH US ON SOCIAL MEDIA: LinkedIn ➡️ Facebook ➡️ ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. MAS and The LifeWealth Group are not affiliated companies. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. This is intended for informational purposes only. It is not intended t...

IRA and 401 K: What is it? How does it work? What is a qualified plan? Should I roll over my IRA? What is a 401(k) rollover? How do I rollover a 401k? Is this safe? Should I wait? Visit us online to request free ebooks. www.gfs-advisors.com... ( 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 Qualified Plans: 401(k) - IRA - Retirement Plans Planning for retirement is an essential component of financial security. With the uncertainty surrounding government-funded pensions, it has become increasingly important for individuals to take control of their retirement savings by investing in qualified plans. Three popular options for retirement savings are 401(k) plans, Individual Retirement Accounts (IRAs), and other retirement plans. In this article, we will discuss the differences and benefits of these plans to help yo...

(573) 874-3888 If you’re changing jobs or retiring, it’s important to know the rules regarding moving funds from your employer sponsored retirement plan. The wrong move could cost you in income taxes and early withdrawal penalties. There are two basic ways to move retirement plan assets from one retirement plan into another with no tax consequence. With a direct rollover your financial institution or plan directly transfers the payment to another plan or IRA; no taxes are withheld and your account continues to grow tax-deferred. With an indirect rollover, a check is made payable to you. You have 60 days to deposit it into a Rollover IRA - but indirect rollovers are subject to 20% withholding. For example, if you had $10,000 eligible to rollover, your employer would withhold $2000 and you’d get a check for $8,000. You’ll get the $2000 that was withheld back when you file a tax return, either as a refund or a credit toward any tax owed. However, in 60 days you st...

On episode 77 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Advisor and CFP Ross Cohen to discuss retirement goal setting, when to spend and when to save, finding the highest yield, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Birddogs for sponsoring this episode! Enter promo code "ATC" and get a free Yeti style tumbler with every order: ►00:00 - Intro ►01:53 - Retirement Goal Setting ►6:00 - Lifestyle Spending vs Saving ►11:53 - Finding the Highest Yield ►16:23 - Investing for your Kids ►21:20 - Tax Planning 👕 Check out The Compound shop: 🎙️ Listen to our podcasts: The Compound and Friends: Animal Spirits: Ask The Compound: Talk with us about your portfolio or financial plan here: Check out Ritholtz Wealth's automated investing platform, Liftoff: Instagram: Twitter: Tik Tok: Facebook: Investing involves the risk of loss. This pod...

KEY POV: We still believe cash is king, and a high cash position will provide great buying opportunities closer to the summer. Thanks for watching. In this video, you’ll understand why we’ve been concerned about the economic cycle since early 2021. Now the cracks are clearly evident. After his FOX Business interview last week, Eddie received a lot of questions about his comment, “in my opinion, there is nothing anyone can do to stop what has already happened.” There are macroeconomic factors at play that have a tremendous impact on where we go from here. In our opinion, these are the macro dynamics that make KEY Advisors bearish: a. Small businesses are closing their doors at a rate we have not seen since the great recession. b. Subprime auto loan delinquencies are accelerating at a rate we have not seen since the great recession - c. Commercial real estate will continue to be challenging due to lower demand for corporate and retail space (high occupancy rates). Compa...

As it pertains to planning your retirement you will discover there are many options accessible towards the experienced investor. The issue isn't just within expense possibilities however the understanding that is needed to be able to change individuals possibilities in to crazy successes. Because of this on your own, We suggest that your first stop together the road to financial retirement investment be at the doorway of the qualified monetary planner. check it on ... ( read more ) LEARN MORE ABOUT: 401a Plans REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing A 401(k) plan is a retirement savings plan that allows employees to contribute a portion of their wages before taxes are deducted. These contributions are invested by the plan administrator and can grow tax-free until retirement. Individual contributions can be matched by the employer, and some plans offer addition...

You have spent years saving up for retirement. Then you start to take out your retirement income and you have to pay taxes on it. How can you protect your retirement income? In this episode, Tom Selbo is joined by Chad Broberg, a wealth advisor at Landmark Wealth Management Group, in discussing Roth IRAs, their role in retirement and tax planning, and when you should consider adding them to your plan. Chad focuses on: - What a Roth conversion is - Why they are important in retirement planning - When clients are most in need of Roth IRAs - What clients don’t realize about taxes and how Roth IRAs provide a solution - And more Resources: Episode 13 - IRAs vs. Roth IRAs: Delayed Gratification (Ep. 13) Connect With Chad Broberg: LinkedIn: Chad Broberg Connect With Tom Selbo: Tomselbo@landmarkwealth.net LinkedIn: Tom Selbo 408-984-8777 About Our Guest: After teaching middle school math Chad became a wealth advisor in 2001. He is passionate about developing and man...

When talking about protecting your assets from inflation, many of us automatically think about gold.  While gold often manages to hold its value and to appreciate, it isn’t a perfect inflation hedge. In this episode, Kris Dureau fills you in on ways you can protect your portfolio from inflation. Rather than gold, Kris shows you other assets that could end up performing better in today’s environment. Kris discusses: - Which assets protect your portfolio during inflation - Ways inflation can impact retirees and pre-retirees  - The sources of income that tend to increase faster than inflation - The role of cryptocurrency when it comes to protecting your portfolio from inflation - And more! Resources: Exploring Private Alternative Investments (Ep. 26) The Investments Your Portfolio Might Be Missing (Ep. 41) Connect with Kris Dureau: Three Hats Financial   Facebook: Three Hats Financial LinkedIn: Kris Dureau Book a call with Kris Harbourfront Wealth Management... ( read mo...

On episode 57 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Portfolio Rescue veteran and tax expert, Bill Sweet, to discuss why higher inflation should be good for stocks, offsetting capital gains, what to look for in a CPA/tax planner, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! ►00:00 - Intro ►01:25 - Stock Market predictions for 2023. ►04:52 - Why higher inflation should be good for stocks. ►09:54 - offsetting capital gains. ►13:55 - Mutual funds to ETFs. ►17:25 - Changing asset allocation with increasing net worth. ►21:55 - Roth contributions. ►25:58 - What to look for in a CPA/Tax planner. This episode is sponsored by KraneShares. Visit to learn more. 👕 Check out The Compound shop: 🎙️ Listen to our podcasts: The Compound and Friends: Animal Spirits: Portfolio Rescue: Talk with us about your portfolio or financial plan here: Check out Ritholtz Wealth's automat...

Most common and easily avoidable IRA mistake that could literally cost your family thousands of dollars and unnecessary income taxes. A simple but through review could save your children and grandchildren their inheritances.... ( 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/dads-ira-mistake-cost-his-children-400000-of-their-inheritance/?feed_id=48910&_unique_id=6396d605e8da7 #Inflation #Retirement #GoldIRA #Wealth #Investing #advice #AdviceMediaGenre #advisor #beneficiary #best #dallas #Estate #FinanceIndustry #fortune #ft.worth #help #individualretirementaccount #inheritance #investment #Investments #ira #local #michaelham #money #MoneyTheOffice #mymoneytrack #olan #plan #planner #Retirement #save #secrets #transfer #trust #Will #InheritedIRA #advice #AdviceMediaGenre #advisor #beneficiary #best #da...

Year End Tax tips for RMD, 401(k), gift giving, donations Tips on Required Minimum Distribution (RMD) Funding Retirement accounts 401(k), 403(b), SEP, Simple Plans Tips on self employment Keogh Plan Loss Harvesting on capital gains Tips on Gift Giving by December 31, 2019 Tips on Donations and Donation Receipt Finally, a photo of cute puppies if the Tax tips were too boring. _________________________________________________ Katie St. Ores CFP®, ChFC®, EA, LTC • 97 Hours of Continuing Education each year to maintain Professional designations • CFP® - Certified Financial Planner • ChFC® - Chartered Financial Consultant • EA - Enrolled Agent - Empowered by the U.S. Dept of the Treasury • Licensed Tax Consultant –Licensed by the State of Oregon • Registered Investment Adviser- Oregon Div. of Financial Regulation • Tax Accountant - Markusen & Schwing CPA's • Certified Investment Management Analyst program -Wharton - University of Pennsylvania • Certified Mergers ...

If you inherited an IRA in 2020 you are likely wondering what rules you need to follow and how you can withdrawal from the account in the most tax efficient way. Robert W. Tull Jr. Certified Financial Planner™ Professional and Phil Tull discuss some of the rules and and questions to ask when tapping these retirement vehicles. DISCLOSURE: The commentary in this video reflects the current views of Tull Financial Group. Reproduction or distribution of this material is prohibited and all rights are reserved. Past performance does not guarantee future results. As with any investment strategy, there is potential for profit as well as the possibility of loss. Tull Financial Group does not guarantee any minimum level of investment performance or the success of any portfolio or investment strategy. All investments involve risk and investment recommendations will not always be profitable. This material does not constitute a complete description of our investment services and is...

How to Maximize your Retirement with Pension Income For Business Inquiries: rschultz@nwfadvisory.com For Financial Advice: Linkedin: Facebook: Twitter: About Rob Schultz: For over 20 years my passion has been working with physicians throughout the country to provide financial advice and services; From Residency through Retirement. Over the years, I have developed trusting and long-lasting relationships that mature with every physician’s unique growing practice. I have had the privilege of being a recognized and frequent speaker at residency programs in California, Nevada, & Arizona, which allows me to stay current on all of the challenges facing physicians. Financial Plans are unique to each physician and his or her area of practice. The typical client relationship encompasses a thorough initial meeting to assess your goals and needs. Recommendations are made to lead you down the path of accomplishing those objectives. A comprehensive investment plan is...

If you have a 401(k) with a former employer, you may want to consider an IRA rollover.... ( 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/sit-stay-rollover-a-guide-to-ira-rollovers-2/?feed_id=40482&_unique_id=63767a2554bc1 #Inflation #Retirement #GoldIRA #Wealth #Investing #advisor #columbus #Finances #financial #income #PhilRatcliff #rebel #rebelFinancial #Retirement #RolloverIRA #advisor #columbus #Finances #financial #income #PhilRatcliff #rebel #rebelFinancial #Retirement