Timothy Sumer

... ( 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 The Setting Every Community Up for Retirement Enhancement Act, more commonly known as the Secure Act, was signed into law on December 20, 2019, and came into effect on January 1, 2020. The Secure Act brought several changes to the rules governing Individual Retirement Accounts (IRAs), including inherited IRAs. Here are the newly inherited IRA changes from the Secure Act and what they mean for IRA owners and beneficiaries. Elimination of the Stretch IRA The biggest change to the inherited IRA rules is the elimination of the stretch IRA. Before the Secure Act, non-spouse beneficiaries of inherited IRAs could take withdrawals from the account over their lifetime, allowing the assets to continue to grow tax-free over decades. This strategy was known as the stretch IRA. Under the new rules, non-s

A Roth IRA and Traditional IRA are both good retirement accounts to consider, and offer many investment options as you plan for your future. Both Traditional and Roth IRAs can be effective retirement savings tools, but eligibility and limitations mean one or both may not be right for you. This video will cover several key differences to keep in mind when determining which account makes the most sense for your particular needs. 🔴 SUBSCRIBE for more FREE tips: ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 🤝BECOME OUR CLIENT: It only takes 2 steps ➡️ 1. Watch our free (60min) Masterclass to learn how we help clients maximize ALL of their Income sources. 2. Once you watch the video you will be prompted to apply to become our client. ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 📲CONNECT WITH US ON SOCIAL MEDIA: Facebook ➡️ LinkedIn ➡️ linkedin.com/in/carson-graves-22103413/ Website ➡️ ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ DISCLAIMER Insurance products and services are offered through Carson Graves, independent a