Timothy Sumer

Attention, fellow business owners! 📢 Secure your financial future with our expert retirement insights in this video. Say farewell to traditional retirement – it's all about adaptability and liberation now! Discover the art of balancing business growth with retirement savings and unlock the potential of the Solo 401(k) plan. 💪 With Solo 401(k), you can save substantially with tax advantages and enjoy a convenient loan provision when needed. For in-depth resources, visit our blog pyopaccounting.com or connect with us for personalized guidance. We're here to help you realize your retirement aspirations! 🌟... ( 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 The Best Retirement Plan for Small Business Owners retirement planning is a crucial aspect of financial planning, and it becomes even m...

A flexible retirement plan with outstanding tax advantages and financial flexibility not available on traditional qualified 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 The Elite Retirement Plan: Securing a Luxurious Future When it comes to planning for retirement, many people dream of an elite lifestyle, filled with luxury vacations, fine dining, and indulging in their favorite hobbies and interests. To turn this dream into a reality, one needs a comprehensive retirement plan specifically tailored for an elite lifestyle. This is where the Elite Retirement Plan comes into play. The Elite Retirement Plan goes beyond traditional retirement planning , offering a unique approach specifically designed for individuals seeking an opulent and extravagant lifestyle in their golden years. It focuses on e...

Guest, Dan Kravitz, President of Kravitz Inc. and co-author of "Beyond the 401K", explains what the cash balance retirement plan is and it's benefits. The qualifications and who qualifies for it. Hosted by Fred Arnold OTR_Kravitz_C Jan11.m4v... ( 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 What is a Cash Balance Retirement Plan: Insights from Dan Kravitz retirement planning is an essential aspect of financial management, allowing individuals to secure a comfortable and worry-free future. As retirement approaches, many people are exploring various retirement plan options to maximize their savings and generate a stable income stream. One such option is the Cash Balance Retirement Plan, which has gained popularity in recent years. To shed light on the intricacies of this retirement plan, we ...

Recent legislation that has greatly impacted the defined contribution plan landscape. With the passage of the SECURE Act 2.0, each business owner must adapt their plans to these new rules. They also have opportunities to make their company's plan a more attractive retention tool for their employees. This webinar addresses current regulations, compliance, and options for company retirement plans. #AdviceChaser... ( 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 How Legislative Changes Will Impact Your Company's Retirement Plan retirement planning is a crucial aspect of financial management for both individuals and companies alike. With employees relying on employer-sponsored retirement plans for their future financial security, it is essential for employers to stay informed about legislative changes that may...

Episode 9: When it comes to investment advice, it's usually NOT FREE. And implementing the right investment plan on your own can often be confusing and feel like a complicated subject. But for once, you're about to get free information from a reputable financial advisor and it's simple advice that you can act on immediately and implement on your own with ease. Learn this simple formula to calculate if a Roth or Traditional IRA is a better investment vehicle to help build wealth. And if you realize you've picked the wrong investment vehicle as of today, you can convert it. Interview with #Paul J #Paquin at Golden Financial Services / #Randy #Luebke – Independent Fiduciary Financial Advisor. Randy Luebke shares a secret of Wall Street, including a glimpse of what's in his book – The Business Owner's Guide to Financial Freedom: What Wall Street Isn't Telling You. Traditional: Invest 100% of your money, and the money grows tax-deferred, but when ...

In this video, CERTIFIED FINANCIAL PLANNER, Professional, Colin Exelby discusses how to maximize your tax-free Roth Retirement Strategy. Why are the Roth 401(k) and Roth IRA so important to successful retirement planning ? As America’s IRA expert Ed Slott says, “It’s about moving assets from forever taxed to never taxed.” How much wealth and income you create AFTER taxes depends heavily on the strategies you employ before you need the money. Today's low tax rates are set to expire in 5 years. There isn't much time to take advantage of them. Check out Part 4 of my video series, How to Create a 100% Tax-Free Income in Retirement as I discuss why the Roth 401(k) is so important to a successful retirement. Timestamps : 00:00 Introduction 01:46 Let’s talk Roth! 01:55 Why does everyone love a Roth IRA? 04:09 Current Tax Brackets 05:09 When it is time to withdraw funds are there the same requirements as traditional IRAs and 401ks? 06:20 Why the Roth 401(k) is ...

Tax strategies and tips from financial expert in California, with traditional vs. Roth contributions, private retirement plan👉 Book a Call at for help putting together you financial team, more income tax reduction tips, and business tax planning. Are you a self-employed professional? Do you mostly report 1099 income? Did you know that you can save thousands of dollars in income taxes every year through a little smart business planning? Learn how savvy self-employed folks can pay less taxes on their earned income using solid, but little-known strategies. Regardless of your financial knowledge, there’s probably a way you can pay less tax and keep more money! Don’t miss what may be one of the most important webinars of your financial life! 👉 Book a Call at for California Living Trusts, Estate Planning, and Trust Administration. To learn more about key tax and estate planning issues, click here: Or to learn more about tax retirement strategies for ...

From your perspective as an employer, the challenge is finding the right plan. For this reason, Miguel Gonzalez shares many different types of retirement plans to choose from including their unique features.... ( 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/retirement-planning-options-for-business-owners/?feed_id=54202&_unique_id=63ab1f870148e #Inflation #Retirement #GoldIRA #Wealth #Investing #businessowners #Cortburg #CortburgSpeaksRetirement #insurance #MiguelXGonzalez #moneymanagement #Retirement #Retirementgoals #retirementplanning #SmallBusinessMonth #stockmarket #video #youtube #QualifiedRetirementPlan #businessowners #Cortburg #CortburgSpeaksRetirement #insurance #MiguelXGonzalez #moneymanagement #Retirement #Retirementgoals #retirementplanning #SmallBusinessMon...