"Education is the Key to a Successful Financial Future" So you have an Inherited or "Stretch" IRA, now what?? Do you cash it out or keep it? What are the tax implications? Can you collect from it? Check out our video where you'll find the answers to these questions and more! Subscribe today so you don't miss an update! ⏱To schedule an appointment just click the link: Share this video with a friend: ✉️ If you have questions or would like to see a video on a certain topic email us at mgates@lwsde.com LINK TO UNIFORM LIFETIME TABLE - 📈 Charts courtesy of Loftus Wealth Strategies Michael P. Loftus Check us out on social media! ✅ FACEBOOK - ✅ TWITTER- ✅ LINKEDIN - Not ready for retirement but want to feel confident that when you get there you'll be able to enjoy it? We are now offering our financial planning service for only $999! This is a great offer and a small price to pay for peace of mind. ...
Timothy Sumer is a philanthropist and motivational speaker empowering young entrepreneurs across the nation. He speaks on starting new businesses and the importance of branding in the digital age. Timothy Sumer has a BA in Accounting from NYU and a Masters in Information Technology from MIT. Tim enjoys traveling around the globe, driving exotic sports cars, molecular gastronomy, exploring new cultures, and keeping on top of the latest technology trends. Hope you enjoy Timothy Sumer's page :)