Timothy Sumer

Creditor protection is one of many reasons you may benefit from becoming a self-directed retirement investor. Learn more about how much of your IRA is protected in event of a personal bankruptcy or other legal challenge. See how BAPCPA works for you and how states laws differ. -- Learn more about starting your own 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. Learn More: ... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: Gold IRA Accoun

Many assets allow you to name a beneficiary, that is, whom you would like to receive the asset in the event of your death. Life insurance policies and retirement accounts are common examples but some other account types such as bank accounts and non-retirement investment brokerage accounts also may allow you to name beneficiaries through a Pay on Death (POD) or Transfer on Death (TOD) form. While these forms are generally straight forward, they often lead people to make inadvertent errors. We have identified six common mistakes people make when preparing for the distribution of their assets after death. This is PART THREE OF SIX. Leaving retirement assets to a trust or estate. While wills and trusts can be effective planning vehicles, unfortunately, they are not always the most tax-advantageous when it comes to retirement accounts. While individual beneficiaries can choose life expectancy distributions which allows them to spread the tax liability over their lifetime, m

OJM Group principal Jason O'Dell will define this planning tool and explain why a well-rounded retirement plan should have a portion in cash value life insurance. The presentation includes valuable information on: - Using life insurance as an asset class - Comparing and contrasting life insurance with other investments - Tax aspects of life insurance - Unique features of indexed life insurance ABOUT THE PRESENTER: Jason O'Dell is a principal and managing partner of OJM Group, and a NFLPA Registered Financial Advisor. As an author, his most recent text is the ebook Fortune Building for Business Owners & Entrepreneurs: The Keys to Corporate Structure, Tax Reduction, Asset Protection & Wealth Creation. Jason is an experienced entrepreneur, financial consultant and investment advisor and has worked with high-net worth families, business owner and physician clients for over 20 years. He has conducted financial planning, asset protection and wealth management le

Closing a retirement plan is serious. An entrepreneur MUST abide by IRS/Department of Labor regulations. Watching this video will be the advice that is needed to do so. This video series will enable entrepreneurs to implement and maintain (and close) their own retirement plans.... ( 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/the-essentials-of-closing-a-retirement-plan-a-vast-voyage-part-10-of-10-watch-the-bonus/?feed_id=47146&_unique_id=6390018fc75e2 #Inflation #Retirement #GoldIRA #Wealth #Investing #401k #ArtificialIntelligence #assets #billgates #BobBluhm #Bonds #definedbenefitplans #Finance #financial #financialplan #GoogleAI #H2O.ai #insurance #investing #ira #JamesMartinIII #KennerFrench #MachineLearning #MarcoSanchez #MichelleLawson #MutualFunds #NewBeginning

Is a traditional IRA or Roth IRA better for you in your specific situation? This video will help you to understand a little bit more about the differences between the two and may help you decide.... ( 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 https://inflationprotection.org/traditional-ira-or-roth-ira-which-is-better/?feed_id=46614&_unique_id=638dfd938be55 #Inflation #Retirement #GoldIRA #Wealth #Investing #401k #ArtificialIntelligence #assets #billgates #BobBluhm #Bonds #definedbenefitplans #Finance #financial #financialplan #GoogleAI #H2O.ai #insurance #investing #ira #JamesMartinIII #KennerFrench #MachineLearning #MarcoSanchez #MichelleLawson #MutualFunds #NewBeginnings #PierreLeDorze #Retirement #RetirementPlans #RothIRA #startup #Stocks #VastSolutionsGroup.com #wealthmanagement #TraditionalIRA #401k #ArtificialIntelli

Learn more about Estate Planning - -- It may be time to revisit estate planning opportunities due to the current COVID-19 situation. You need to protect your assets, while maximizing what you leave to your beneficiaries. There's a lot of uncertainty, however, one thing is for sure, taxes will go up due to government spending to help Americans get through this. -- 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. Learn More: ... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANS