Timothy Sumer

We know that tax-deferred growth accounts such as a Roth IRA is one of the best investment vehicles we can use. But let's say that you have the great problem of making more than $138,000/year (filing Single) – Well, you can't contribute into one anymore! Thankfully, we can use something called a Backdoor Roth. Nic explains how high-income earners can still reap the benefits of tax-free dollars in retirement. Host: Nic Daniels BFA™, Financial Advisor The Real Money Pros ————————————————————— SPONSORS: Academy Mortgage Lively (HSAs and FSAs) Tree City Advisors of Apollon ————————————————————— Chapters: 00:00 - Intro 00:30 - Why contribute to IRAs? 01:28 - How a Backdoor Roth Conversion works 07:12 - Outro... ( 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 Using a BACKDOOR ROTH for Tax-Deferred Growth Many individuals are familiar

Nic explains how a Mega Backdoor Roth works, who most benefits from this strategy, and how it’s a great way to grow your retirement money tax-free. Host: Nic Daniels BFA™, Financial Advisor The Real Money Pros ————————————————————— SPONSORS: Academy Mortgage Lively (HSAs and FSAs) Tree City Advisors of Apollon —————————————————————... ( 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 The MEGA Backdoor ROTH is a retirement savings strategy that can help you earn more tax-deferred dollars. This is a great tool to use if you are looking to maximize your retirement savings, especially if your income exceeds the contribution limits for a traditional or ROTH IRA. Here’s what you need to know about using the MEGA Backdoor ROTH to grow your nest egg. First, it’s important to understand the basics of the ROTH IRA. This retirement savings account a

It's apparent that many Americans lack financial literacy as adults. And that's not necessarily a fault of their own–they just haven't been taught! For those of you with kids of your own, it's your responsibility to make sure they know how to manage their money when it's time for them to fly the coop. Here are some ways you can start them early! Host: Nic Daniels BFA™, Financial Advisor The Real Money Pros ————————————————————— SPONSORS: Academy Mortgage Lively (HSAs and FSAs) Tree City Advisors of Apollon ————————————————————— Chapters: 00:00 - Intro 00:37 - 529 Plan 02:55 - Custodial Account (UTMA/UGMA) 04:14 - Minor Roth IRA 05:46 - Outro —————————————————————... ( 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 As parents, teaching our children about money management is one of the most important tasks in ensurin

Gina Buchholz of 401k Plan Professionals provides a brief overview on the tax benefits and advantages of having a 401k.... ( 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 A 401k is a popular retirement saving plan funded by employers, allowing employees to save their money while enjoying the tax benefits that come with it. While saving for your retirement, a 401k plan offers you several tax advantages that can help you achieve your retirement dreams. One of the most significant tax benefits of a 401k plan is its tax-deferred nature. This means that contributions made to the plan are tax-deductible, reducing your taxable income by the amount you have saved. For example, if you earn $100,000 per year and contribute $10,000 to your 401k plan, you will only pay taxes on $90,000 of your income for that year. Additionally, any growt

Here's how to maximize your retirement savings when rolling an old 401(k) into an IRA. Subscribe to the WSJ channel here: Visit the WSJ channel for more video: More from the Wall Street Journal: Visit WSJ.com: Follow WSJ on Facebook: Follow WSJ on Google+: Follow WSJ on Twitter: Follow WSJ on Instagram: Follow WSJ on Pinterest: Follow WSJ on Tumblr: Don’t miss a WSJ video, subscribe here: More from the Wall Street Journal: Visit WSJ.com: Visit the WSJ Video Center: On Facebook: On Twitter: On Snapchat: ... ( 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 When it comes to managing your retirement funds, IRA rollovers are a great way to maximize your savings. However, there are certain rules that must be followed to ensure your rollover is done correctly. Here are three important rules to keep in mind when considering an IR

Choosing a retirement plan may be one of the most important decisions that you will make concerning you and your employees financial future. With a retirement plan, you and your employees can begin to build retirement income and manage your income tax bills.... ( 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 is one of the most important financial decisions you will make in your lifetime. It's important to take the time to research and understand the different types of retirement plans available to you, so that you can make an informed decision about which one is right for you. When it comes to choosing a retirement plan, there are several factors to consider. The most important factor is your current and future financial goals. You need to think about how much money you will need to fund y

Happy Valentine's Day, everyone! What better day than today to talk about marriage. Brian Wiley and Alex Lundgren give up part of their day to discuss the benefits and drawbacks of marriage when it comes to finances. Tax breaks, Social Security spousal benefits, widow's benefits, and more. Plus... a surprise marriage on the air?! Brian Wiley, Financial Advisor Alex Lundgren, Financial Advisor Visit us here: @ Live Sundays, 3-5pm (MST) on: www.kboi.com www.kmjnow.com www.kxly.com... ( 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/the-rmps-spousal-benefits-2-14-21/?feed_id=44206&_unique_id=6384a968bbea1 #Inflation #Retirement #GoldIRA #Wealth #Investing #advisors #alexlundgren #alexandralundgren #boise #brianwiley #broadcast #financialadvisor #idaho #investing #moneypro #radio #realmo

Josh records this episode at the headquarters of Prime Capital Investment Advisors, joined by Qualified Plan Advisors (QPA) representatives Chris Roper and Tommy Mancuso. In this episode, Josh, Chris, and Tommy break down all of parts that go into a well-constructed qualified retirement plan. Resources Prime Capital Investment Advisors Qualified Plan Advisors Chris Roper Tommy Mancuso About Every Dollar Counts Every week Jay Stubbs and Josh Null will draw on their combined 30 years of experience to break down and explain the investment and insurance products and services available to folks that are serious about their financial plan.... ( 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 https://inflationprotection.org/its-more-than-a-retirement-plan/?feed_id=42512&_unique_id=637e3f445a