Timothy Sumer

Like and Subscribe to see new content This video - Bonds YTM and YTC calculations, Financial calculator needed All videos and content are created and provided by us. Copyright Disclaimer Under Section 107 of the Copyright Act 1976, allowance is made for "fair use" for purposes such as criticism, comment, news reporting, teaching, scholarship, and research. Fair use is a use permitted by copyright statute that might otherwise be infringing. Non-profit, educational or personal use tips the balance in favor of fair use. No copyright infringement intended. ALL RIGHTS BELONG TO THEIR RESPECTIVE OWNERS*... ( read more ) LEARN MORE ABOUT: Treasury Inflation Protected Securities REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing CIMA Study Tips: Bonds YTM and YTC Studying for the CIMA (Chartered Institute of Management Accountants) exams can be a challenging tas...

In this video, we explore the world of Self-Directed IRAs and what it takes to invest in one. From the basics of what a Self-Directed IRA is, to the different investment options available and the pros and cons, this video is designed to provide a comprehensive overview of Self-Directed IRAs and help you make informed decisions. Whether you're a seasoned investor or just starting out, this video is an essential guide to understanding the ins and outs of Self-Directed IRAs.... ( 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 Write an article about How to Invest in a Self-Directed IRA in English https://inflationprotection.org/investment-strategies-for-a-self-directed-ira/?feed_id=144726&_unique_id=6526607af2add #Inflation #Retirement #GoldIRA #Wealth #Investing #alternativeinvestments #assetprotection #Bonds #crowdfunding #...

In this episode of Getting Real, discover why your financial advisor or current retirement plan services provider may not inform you of investing in alternative assets. 0:00 Intro 1:07 Why your financial advisor is not providing you with information about investing in alternative assets 2:38 Public and private market advisors 3:04 How to access WealthBridge 4:02 Education gap 5:28 Can I convert an existing traditional 401(k) to a Roth IRA? Discover more on WealthBridge here: ... ( read more ) LEARN MORE ABOUT: IRA Accounts INVESTING IN A GOLD IRA: Gold IRA Account INVESTING IN A SILVER IRA: Silver IRA Account REVEALED: Best Gold Backed IRA We all need financial guidance at some point in our lives. Whether it's planning for retirement, managing debt, or saving for a major purchase, seeking the help of a financial advisor seems like a logical step. However, there are some things your financial advisor won't tell you that you should...

IRA Financial's Adam Bergman provides helpful tips for buying real estate in a Self-Directed IRA LLC. -- Learn more about the Real Estate IRA: -- Discover more videos by IRA Financial: Subscribe to our channel: -- 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 IRA Financial to help educate retirement account holders about the benefits of self-directed retirement plan solutions. IRA Financial Group is a retirement account facilitator, document filing, and do-it yourself document service, not a law firm. IRA Financial Group does not provide legal services. No attorney-client relationship exists between Client and IRA Financial Group, its management, salespersons or IFG’s ...

Self-directed IRA LLC Question Answered - How can I fund my IRA LLC bank account? Please 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 investmen...

Discover more videos by IRA Financial: Subscribe to our channel: -- 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 IRA Financial to help educate retirement account holders about the benefits of self-directed retirement plan solutions. IRA Financial is a retirement account facilitator, document filing, and do-it yourself document service, not a law firm. IRA Financial Group does not provide legal services. No attorney-client relationship exists between Client and IRA Financial, its management, salespersons or IRA Financial's in-house legal counsel. IRA Financial Group provides IRA retirement facilitation service and CANNOT provide Client with legal, investment, or financia...

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about Inherited IRA options, making a real estate investment with family members and if a Roth conversion makes sense. -- *Question 1 from Tiffany J in Santa Barbara, CA: If I inherit an IRA, do I have to take it or can I disclaim it? *Question 2 from Roger A in Odessa, TX: Can I invest in a real estate investment with myself, my sister, and my dad, who will own just 22%? *Question 3 from John J in Phoenix, AZ: I am 57 years old, own an apartment building in my IRA that has appreciated significantly in the last three years. Should I do a Roth Conversion? Have a question for Adam? Send it to us! abergman@irafinancial.com -- Discover more videos by IRA Financial: Subscribe to our channel: -- 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 ...

There are many alternative investments to choose from - so what makes gold so appealing to buy with an IRA? In today's video, Adam Bergman, Esq. discusses the leading reason motivating investors to purchase precious metals such as gold. -- Learn more about gold IRAs: -- Discover more videos by IRA Financial: Subscribe to our channel: -- About IRA Financial: IRA Financial 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 IRA Financial to help educate retirement account holders about the benefits of self-directed retirement plan solutions. IRA Financial is a retirement account facilitator, document filing, and do-it yourself document service, not a law firm. IRA Financial does not provide legal services. No attorne...

Are you worried about the impact of inflation on your savings? Inflation can erode the purchasing power of your money over time, making it harder to achieve your financial goals. But don't worry, there are steps you can take to protect yourself from inflation. In this video, we share 7 ways to protect yourself from inflation, including: Investing in inflation-protected securities Maintaining a diversified investment portfolio Negotiating higher salaries or wages Reducing your expenses and saving money Avoiding taking on too much debt Staying informed about economic trends and developments Hedging against inflation with alternative investments By implementing these strategies, you can help safeguard your finances against the effects of inflation and improve your financial well-being over time. Don't let inflation derail your financial plans. Watch this video now and learn how to protect yourself like a pro! #inflation #financialfreedom #savingmoney... ( read more ...

A Self-Directed IRA is a regular individual retirement account that offers one the ability to make alternative investments, such as real estate, in additional to traditional investments like stocks and mutual funds. However, you must be aware of the rules so that your plan remains IRS compliant. On this episode of Adam Live, IRA Financial founder, Adam Bergman, Esq. will discuss the rules you need to be aware of when operating a Self-Directed IRA, such as the IRS prohibited transaction rules, unrelated business income tax rules, annual tax filings, and other compliance requirements. This is a must watch video for every Self-Directed IRA investor. Join us LIVE on Wednesday, March 8th at 12PM EST! -- Learn more about the Roth Solo 401(k): -- 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...

In this episode of JB Answers! John breaks down how Roth IRAs differ from Traditional! Still have questions? Submit yours now followed by #AskETC #rothira #education #youtubeshorts #youtube #IRA #investors #investing #realestateinvesting... ( read more ) LEARN MORE ABOUT: IRA Accounts INVESTING IN A GOLD IRA: Gold IRA Account INVESTING IN A SILVER IRA: Silver IRA Account REVEALED: Best Gold Backed IRA What's the difference between a Traditional and Roth IRA? When it comes to planning for retirement, Individual Retirement Accounts (IRAs) are an excellent tool that offer tax advantages. However, not all IRAs are created equal. Two popular types of IRAs are Traditional and Roth IRAs. Understanding the differences between them can help you make an informed decision about which one best suits your needs. 1. Tax Treatment: The key difference between Traditional and Roth IRAs lies in their tax treatment. With a Traditional IRA, contributions may be ta...

Are you ready to invest a minute of your time? Jonah is explaining what an IRA is, how it works, and what he's using as a superior alternative. Get the sources material for yourself: R. Nelson Nash's book: Becoming your Own Banker by R. Nelson Nash (5th Edition) You can learn more at: Watch our full presentation and schedule a FREE consult at: Follow and like us on FB, IG, and TIKTOK: 0:00 Intro 0:16 Welcome 0:34 Definition 1:40 Why some like it 2:01 Why some don't like it 2:28 My thoughts 3:30 InvestMinute 3:35 Invite and sneak peek... ( read more ) LEARN MORE ABOUT: IRA Accounts INVESTING IN A GOLD IRA: Gold IRA Account INVESTING IN A SILVER IRA: Silver IRA Account REVEALED: Best Gold Backed IRA Traditional IRAs Explained! Individual Retirement Accounts, commonly known as IRAs, are great savings tools that allow individuals to save for their retirement while also benefiting from potential tax advantages. Among the various typ...

Mark Peck, Senior Director of Business Development @ Forge Trust, will join us to discuss investing your retirement funds in alternative assets. With over $14 billion of assets in custody, Forge Trust Co. (formerly IRA Service Trust Company) handles a wide range of alternative investments including: Real Estate Private Stock Private Equity Promissory Notes Private Placements Precious Metals and more (including Process & Fees) To Watch the Full Video, please join My Community (it's free) at the following link: Please then watch the full video and join the discussion here: ... ( 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 Review: Alternative Asset Investing w/ Special Guest Expert @ Forge Trust When it comes to retirement savings, many people are familiar with traditional investment options such as stocks, bonds,...

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,...

Are you worried about the safety of your retirement funds in a Self-Directed IRA? Don't be! YOU are in control of all investment decisions. So long as you stay within the IRS rules, you make the investments you want. -- Learn more about the Self-Directed IRA: -- Discover more videos by IRA Financial: Subscribe to our channel: -- 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 IRA Financial to help educate retirement account holders about the benefits of self-directed retirement plan solutions. IRA Financial Group is a retirement account facilitator, document filing, and do-it yourself document service, not a law firm. IRA Financial Group does not provide legal services....