Timothy Sumer

Changing jobs, retired, or thinking of retiring? In this video, I'm going to show you how to roll over your 401k to an IRA account. This allows you to take control of your retirement savings and AVOID TAXES. I'll show you step by step how to rollover your 401k, and make the most of your retirement investments! Schedule a phone or video appointment: Subscribe to Atterbury Investment Management here: for fresh content regularly on the topics of • retirement planning •INVESTMENT MANAGEMENT, and •LONG-TERM WEALTH MANAGEMENT Email (Clark): clark@clarkatterbury.com Email (Keeley): keeley@clarkatterbury.com Web: https//www.clarkatterbury.com Connect with us on social media: Facebook: LinkedIn: Representatives are registered with and offer only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA. 93013, @. Atterbury Investm...

For one reason or another you may find yourself changing jobs. This creates an excellent opportunity to transfer your pension into a Locked-In-RRSP (LIRA).... ( 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 When it comes to managing our finances and preparing for retirement, one of the most important decisions we have to make is how we want to receive our pension payments. For many people, transferring their pension is a popular option that can provide increased flexibility and better returns. In this article, we will explore some of the pension transfer options available and the benefits and risks associated with each. Option 1: Transfer to a Self-Invested Personal Pension (SIPP) A Self-Invested Personal Pension (SIPP) is a type of pension scheme that allows individuals to invest in a wide range of assets, including stocks, shares, and p...