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 acc...

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...

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...