Timothy Sumer

Issues with Joint Ownership | Owning A Property Jointly With Someone Other Than A Spouse Joint Ownership is great for Married Couples, but not so good for anyone else. Attorney Chris Berry discusses several problems with naming someone other than your Spouse jointly to your Assets, in this episode of Daily Wisdom. Castle Wealth Group and Christopher Berry have been helping families with estate planning, elder law, retirement planning , tax planning, and asset protection. It has been their goal to help you keep more of what you worked so hard to earn. Visit our websites to learn more #jointownership... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERTING IRA TO GOLD: Gold IRA Account CONVERTING IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA Joint ownership of property with someone other than a spouse can often lead to several issues and complexities. While sharing ownership of a property may seem like a practical solutio...

Should a trust be named as beneficiary of an IRA? In this episode, Chris Berry answers the question: Should a trust be named as beneficiary of an IRA? ___________________________________________________________________________ Attorney and Financial Advisor Chris Berry of Castle Wealth Group answer questions on retirement and estate planning every Wednesday at 1pm. Register here or give our office a call at 844-885-4200. Castle Wealth Group and Christopher Berry help families with estate planning, elder law, retirement planning , and tax planning from their Brighton, Ann Arbor, Livonia, Bloomfield Hills, and Novi offices. Castle Wealth Group helps families with their legal, financial, and tax planning for their retirement and legacy. With the use of legal structures like revocable living trusts, Castle Trusts (asset protection trusts), Chris Berry and Castle Wealth Group can help your family plan, protect, and preserve what is important through their Retirement and Lega...

How to fund a Roth IRA? How do I get money into a Roth? There are 2 options to get money into Roth. 1. Roth Contributions -this is how you do it while still working. -Limited, base on your income. -cap at $6,000 to $7,000 base on your age. 2. Roth Conversion -while working or retired. -moving money from a tax-deferred account to convert to a Roth. __________________________________________________________________ Castle Wealth Group and Christopher Berry have been helping families with estate planning, elder law, retirement planning , tax planning, and asset protection. It has been their goal to help you keep more of what you worked so hard to earn. Visit our websites to learn more #roth #rothira #fundingaroth... ( 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 Funding a Roth IRA is a great way to save for retirement. It offers tax...