Timothy Sumer

In this fourth and final installment on a review of the major relief provisions contained in the CARES Act, Evolution Tax & Legal's Alton Moore covers the relief provisions set out for the use of retirement plan funds and how to take advantage of them. Alton walks through the COVID-19 relief provisions allowing US citizens and taxpayer to utilize their retirement plan funds unlike before.... ( 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 CARES Act Relief - Part 4: Utilization of Retirement Plan Funds The Coronavirus Aid, Relief, and Economic Security Act, also known as the CARES Act, was signed into law in late March with the aim of providing relief to individuals and businesses affected by the economic impact of the COVID-19 pandemic. Among its various provisions, the Act includes measures that all...

今年股市不好，正适合做backdoor IRA ******************************************************************************************* 大家好！欢迎通过如下链接加入会员“谈钱也谈情”(Money & Life)：会员福利包括会员专属视频、频道更新等等。谢谢大家的支持和鼓励！ 如果您想“和我一起来谈钱”，欢迎写电邮到 AskWei@chattymoney.com 来信请在标题注明“访谈”。正文内容请大致介绍您在哪方面有心得体会/经验教训/投资机会/理财历程，或其它一切跟钱有关系的有趣有料的话题。嘉宾不限纽约，我们可以远程face-time/电话会议等等。谢谢！ 如果您想帮我把频道做的更好，欢迎点击如下链接打赏/One time Donation - Thank you! Get free stock(s) from Webull (zero commission on stock and option trading; IRA accounts and more) by opening an account and depositing any amount today. Account opening Link: 美股券商微牛：在中国也可以交易美股！除中国、美国用户之外，还支持马来西亚、菲律宾、印度的用户。开户并入金 (无佣金股票、期权交易；IRA账户；中英文界面) 就可获免费股票（仅限美国用户）。不管你用不用，可以先拿了免费股票再说！开户链接： 推荐书目清单/Reading List ... ( 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 This Year's Stock Market Woes Make It a Perfect Time for Backdoor IRA As the year prog...

第225期：Roth IRA取钱到底要不要等够5年？Roth里面有backdoor转过来的钱怎么办？给你出道题，做对的请举手（下） 往期相关视频链接： 第224期：Roth IRA取钱到底要不要等够5年？什么情况要交税和罚金？CARES法案有什么变化？ 第223期：今年要做Roth IRA conversion/Backdoor IRA？你要知道的几个陷阱 第61期：什么是 Backdoor Roth IRA? (Roth Rollover; Conversion; Transfer) 上期 第133期：Backdoor IRA 下期：Backdoor IRA 会不会被双税？Backdoor IRA的计算及税务筹划 第132期：Roth IRA 取钱规则：到底要不要等够5年？腾出时间回复网友评论 相关链接： 关于Roth IRA取钱的税务问题和8606表： CAREs 法案IRS的相关Q&A ***************************************************************************************************** 大家好！欢迎通过如下链接加入会员“谈钱也谈情”(Money & Life)：会员福利包括会员专属视频、频道更新等等。谢谢大家的支持和鼓励！ 如果您想“和我一起来谈钱”，欢迎写电邮到 AskWei@chattymoney.com 来信请在标题注明“访谈”。正文内容请大致介绍您在哪方面有心得体会/经验教训/投资机会/理财历程，或其它一切跟钱有关系的有趣有料的话题。嘉宾不限纽约，我们可以远程face-time/电话会议等等。谢谢！ 如果您想帮我把频道做的更好，欢迎点击如下链接打赏/One time Donation - Thank you! Get a free stock from Webull (zero commission on stock and option trading; IRA accounts and more) by opening an account and depositing any amount today. Account opening Link: 美股券商微牛：在中国也可以交易美股...

#rbi #tsploans #fersretirement Ttsp loanshe Thrift Savings Plan (TSP) is a critical part of a successful retirement goal for FERS retirees. Understanding how to access your TSP in retirement is key, but you also have ways to obtain your funds while working. One way to retrieve TSP funds while employed is through TSP loans. As the name implies, a TSP loan is simply borrowing money from your retirement account . Before taking a TSP loan, the full impact of withdrawing retirement funds early should be considered. Retirement Benefits Institute has trained thousands of federal employees as they make plans for federal retirement. For more information about your federal retirement benefits, go to our website at to get support. The information contained in this video should not be used in any actual transaction without the advice and guidance of a tax or financial professional who is familiar with all the relevant facts. The information contained here is general in nature and i...

What sets Fi Plan Partners apart from the rest? We are a democratized family office that provides comprehensive financial planning and understand that we have a fiduciary responsibility and obligation to uphold our ethics and integrity. It is important to us to provide you with the most personalized advice and services, customizing our personal communications and technology to meet your needs. It’s your life. It’s your money. Together, let’s build Your Financial House®.... ( 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 CARES Act, which stands for Coronavirus Aid, Relief, and Economic Security Act, was passed by the U.S. Congress in March 2020 to provide financial support to individuals and businesses affected by the COVID-19 pandemic. This comprehensive legislation included several provisions aimed at providing relief for individuals who ha...

Like most everything else in 2020, taxes are a little different this year. It is essential that you understand the short-term and long-term rules and regulations that guide how much you will pay to Uncle Sam. Financial professionals Joe Anderson and Alan Clopine guide you through the ins-and-outs of the changes in the tax acts and give you the tools and strategies to help limit your tax bill. Pure Financial Advisors' Senior Financial Planner Peter Keller, CFP®, AIF® joins the duo to discuss the benefits of charitable strategies such as a donor-advised fund (DAF) and a qualified charitable distribution (QCD). Important Points: (00:45) – Taxes and Tax Planning (01:35) – Tackle Your Taxes in 2020 -What’s New? -How the Tax Bracket’s Work -Money-Saving Strategies -Last-Minute Opportunities (02:29) – The SECURE Act (03:40) – Elimination of Stretch IRA (05:40) – The CARES Act -Coronavirus Related Distribution (CRD) (09:30) – Taxable Income (11:05) – Roth IRA Conversion ...

Dave Befort and Paul Fugere drop in to discuss how to immediately withdrawal up to $100k PENALTY FREE from your TSP account. ... ( read more ) LEARN MORE ABOUT: Thrift Savings Plans REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing Thrift Savings Plan (TSP) is a retirement savings plan for federal employees and military personnel that offers many benefits, including tax advantages and low-cost investment options. However, one of the lesser-known benefits of TSP is the ability to make penalty-free withdrawals under certain circumstances. According to the TSP website, there are specific scenarios where participants can withdraw money from their TSP account without incurring the usual 10% early withdrawal penalty fee. These include: 1. Separation from Service: If you leave your federal job or retire in or after the year you turn 55, you can withdraw money from your TSP acco...

Please consult with a financial advisor or tax pro. Today we are sharing a strategy we used with a client to help them reduce their taxable income but still get money into an IRA as they wished. We're an investing service that also helps you keep your dough straight. We'll manage your retirement investments while teaching you all about your money. ---Ready to subscribe--- For more information visit: --- Instagram @jazzWealth --- Facebook --- Twitter @jazzWealth Business Affairs 📧Support@JazzWealth.com... ( read more ) LEARN MORE ABOUT: 401k Plans REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing The COVID-19 pandemic has forced many Americans to dip into their retirement savings to cover expenses. As a result, the CARES (Coronavirus Aid, Relief, and Economic Security) Act has introduced a provision that allows taxpayers to withdraw up to $100,...

With the CARES Act you are allowed to defer 401k loan payments for a period of 1 year. Today we will look at why it is ok to defer this over something like a student loan if you can afford to begin payments on your student loan. We're an investing service that also helps you keep your dough straight. We'll manage your retirement investments while teaching you all about your money. ---Ready to subscribe--- For more information visit: --- Instagram @jazzWealth --- Facebook --- Twitter @jazzWealth Business Affairs 📧Support@JazzWealth.com... ( read more ) LEARN MORE ABOUT: 401k Plans REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing As we all know, a 401k is a retirement savings plan that is offered by employers to their employees. It provides employees with an opportunity to save for retirement by contributing a portion of their salary before tax....

In addition to other coronavirus-related relief, the CARES Act impacts retirement account owners' required minimum distributions, penalties on withdrawals and IRA contribution deadlines. Learn more at www.mtrustcompany.com.... ( 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 Coronavirus Aid, Relief, and Economic Security (CARES) Act, signed into law on March 27, 2020, provides significant relief to individuals and businesses affected by the COVID-19 pandemic. The CARES Act also includes provisions that impact Individual Retirement Accounts (IRAs) and other retirement plans. Here are some of the ways the CARES Act impacts IRAs and Retirement Plans. Waiver of Required Minimum Distributions (RMDs) The CARES Act temporarily waives the requirement for individuals over the age of 72 (or who turned 70 ½ before J...

In case you didn't know, in response to the COVID-19 crisis the CARES Act was passed that made some temporary changes to retirement plans and as a result Huge Benefits For IRA/401(k)/403(b)/457 Plan Withdrawals and Loans! If you are unemployed or furloughed this is going to help you out tremendously and could help you survive financially. I did make a mistake in the video regarding how long you have to pay back the 401(k) loans. You only have 3 years to pay them back!... ( read more ) LEARN MORE ABOUT: Retirement Planning REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing https://inflationprotection.org/cares-act-huge-benefits-for-ira-401k-withdrawals-and-loans-for-unemployed-or-furloughed/?feed_id=54657&_unique_id=63ace9068f7a7 #Inflation #Retirement #GoldIRA #Wealth #Investing #401kcares #401kloan #401krules #401kwithdrawal #401kwithdrawals #403b #403bw...

Walmart Employee CRD, 401K Loan with Merrill Lynch, Hardship Withdrawal, Receive Check or Direct Deposit, How to get Emergency Funds From retirement account , Cares Act 2020, up to $100,000, Ends Dec 30 Walmart 401k retirement plan allows its Associates to save now and make investments in their future. Walmart Recently added the Roth 401k to their employees retirement account options. The world is currently facing a global pandemic. Many lives have been changed forever, and there are many people who are in dire need of funds to survive. Walmart's 401k Plan has an attribute in it that allows its workers to tap into their Retirement accounts if they ever experienced hardships. Normally an employee would choose between a 401k Hardship withdrawal ( If they met specific criteria) or a 401k Loan (Once they reached $2,000 and the loan would be up to $50,000). However the government passed a stimulus package called the Cares Act 2020 which has created many changes. Car...

The COVID-19 pandemic and the response by the US government helped pump much needed cash into the economy, but could lead to inflation down the road. Protect your retirement by diversifying your portfolio to include real estate, inflation-resistant bonds, and other alternative assets. -- Want more information about how to Self-Direct? Learn more here! -- Discover more videos by IRA Financial: Subscribe to our channel: -- About IRA Financial: IRA Financial Group was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms. During his years of practice, he noticed that many of his clients were not even aware that they can use an IRA or 401(K) plan to make alternative asset investments, such as real estate. He created IRA Financial to help educate retirement account holders about the benefits of self-directed retirement plan solutions. Learn More: ... ( read more ) HOW TO: Hedge Against Inflation REVEALED: Best ...

Public-sector and nonprofit organizations don't offer 401(k) plans that employees can contribute to. However, they can and do offer other employer-sponsored plans: the 403(b) and the 457(b). A 457 plan has two types. A 457(b) is offered to state and local government employees and a 457(f) is for top executives in nonprofits. A 403(b) plan is typically offered to employees of private nonprofits and government workers, including public school employees. This video attempts to explore the similarities and differences of the two plans. 🔴 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 ➡️ lin...

Under the CARES Act, taxpayers are eligible for an early withdrawal from qualified retirement accounts such as a 401(k) plan or IRA. If you’re considering an early withdrawal, there are many important factors to keep in mind to determine if this is the best decision for you. In GSG’s premier video podcast, Vicki Hitchcock with GSG, Matt Cellini with Greenspring Advisors, and Adam Meehan with Smith & Downey, discuss the impact the CARES Act has on retirement accounts during COVID-19.... ( 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/cares-act-and-retirement-plans-what-plan-sponsors-and-participants-should-know/?feed_id=45445&_unique_id=6389768620246 #Inflation #Retirement #GoldIRA #Wealth #Investing #caresact #Covid19 #FinancialPlanning #retirementaccounts #retirement...

Today we will update you on the most recent changes to the RMD rules that the IRS just made without going through congress. We will focus on RMD rules for all accounts but in particular, the inherited IRA's since they have had many changes recently. With the new 10-year stretch rule and the ability to return RMD distributions already made this year this is one that could save you a ton of dough! We're an investing service that also helps you keep your dough straight. We'll manage your retirement investments while teaching you all about your money. ---Ready to subscribe--- For more information visit: --- Instagram @jazzWealth --- Facebook --- Twitter @jazzWealth Business Affairs 📧Support@JazzWealth.com... ( 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 https://inflationprotection.org/the-irs-changes-rmd-rules-...

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 Insu...