Timothy Sumer

If you would like to get your own custom illustration, just click on the link below: If you would like schedule a free 30-minute call to review your situation, click on the following link: We uncover 10 cash balance plan retirement strategies. Find more great content from Emparion below: #cashbalanceplan... ( 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 Plan? The Ultimate Retirement Strategy retirement planning is a crucial aspect of financial management. As individuals approach their golden years, it is essential to have a solid strategy in place to ensure a comfortable and stress-free retirement. One such strategy gaining popularity in recent years is the cash balance plan. So, what exactly is a cash balance plan? In simple terms, it is a type of retirement plan that combines

Aimed at small business owners, Jason Watson, CPA, of WCG Inc. (formerly the Watson CPA Group) takes you through the details of leveraging the most out of your solo 401k or SEP IRA, how the W-2 wage limits work, the bonus of adding your spouse to payroll and the 401k plan, and having multiple 401k plans (your main job and your side hustle). Understanding your small retirement plan options This material is based on content from our website and our book, Taxpayer’s Comprehensive Guide to LLCs and S Corps. Thank you! Warm Regards, WCG Inc. (formerly Watson CPA Group) 2393 Flying Horse Club Drive Colorado Springs, CO 80921 719-387-9800 phone 719-345-2100 text message 855-345-9700 fax Facebook - LinkedIn- Twitter - YouTube - ... ( 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 Write an article about Maximizing

#Invest #Money #Retirement #TaxStrategy The government provides for its citizens to save #money for retirement. In doing so, people save money on taxes so there is an incentive in doing so. In effect, the government gives you free money for investing in your own future. An #IRA is just simply - a tax favored investment allowed by the government for its people. You put in money, get a tax deduction (save on taxes), don't have to pay taxes now (tax deferred), but do when you pull the money out (taxable event). Based upon your circumstances it may help you to get #rich. #Fidelity and #Vanguard tell you to invest in them but you really should understand the basics of what an IRA is before doing so. Updated information with more details about this video and other essential topics: www.VastSolutionsGroup.com Don't forget to subscribe to the www.VastSolutionsGroup.com channel and give this video a thumbs up! Hit that bell icon so you get a notification every time

In this video, Joe Bloodgood and Nathan Faith, Wealth Management Partners at Boulay, take a look at the Big 5 Retirement Accounts in order of complexity and evaluate their benefits as one saves towards retirement. For more information or to reach out regarding other personal finance and estate planning strategies, visit our website at Third party posts do not reflect the views of Valmark Securities or your Boulay and have not been approved prior to posting. Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300 Akron Ohio 44333-2431* 1-800-765-5201 Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. Prime Global is not affiliat