Timothy Sumer

#401k #retirementplanning #selfdirectedira Bestselling authors, Mat Sorensen of, "The Self-Directed IRA Handbook," and Mark J. Kohler, "The Tax & Legal Playbook," answer your questions on buying alternative assets with retirement accounts including: • Investing in a start-up with a Roth IRA • What happens to a 401k or self-directed IRA that has invested in a syndication when retiring • How to best plan for Required Minimum Distribution (RMD) • The difference between a Trust Company vs. Third Party Administrator (TPA) • What you need to know about FDIC Insurance when investing in alternative assets • Understand the Side Door Solo 401k ---- Schedule a Free 15-minute new account phone appointment with one of our experienced Senior Account Executives regarding a Real Estate IRA or a Self-Directed IRA. ---- 🔊 Found this video helpful? Click the Like button & share with others. Subscribe to my channel and click the 🔔 icon f...

IRAs and ROTHs may appear to be similar on the surface of things, but when it comes to investing as a Business Owner, there are differences that you will need to consider depending on your goals. In this video, I cover the differences between IRAs and ROTHs, and explain why one might suit your requirements as a business owner more than the other. For a complete transcript with additional resources, visit: Don’t forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening! Want to Learn more? Visit ! _________________ COVERED TOPICS: • A Business Owner’s View of IRAs and ROTHs • What is an IRA/ROTH? • Rules to Follow • From a Business Owner’s Perspective • The Tax Triangle • Why ROTH is Recommended • IRAs and 401Ks • The Back-Door ROTH • Which is Better? _________________ If you found this video informative, SUBSCRIBE to be notified about more business growth and wealth building content. Want to learn more about getting your person...

This is part four of five taken from the full episode of Right on the Money featuring the series, Small Business is the Backbone of the American Economy. Sub Headline: Over Valuation Is the Number-One Mistake if Your Business Is Your Retirement Plan Synopsis: It’s not uncommon for a small business owner to view the sale of their business as their retirement plan. They throw all their energies and profits into the business to bolster the valuation, so it’s not unusual they don’t have a 401(k) or IRA. That’s fine, if you can sell your business near its projected valuation. But most small business owners overvalue their sale price and often take less than anticipated. That’s why it’s important to create and maintain a personal retirement plan that isn’t dependent on the sale price of the business. Content: There are several cable shows that deal with small businesses and entrepreneurs. One of the most popular programs is “Shark Tank.” After viewing several episodes, one thin...