Timothy Sumer

What Is The Best Option For College Savings? Get a FREE customized plan for your money. It only takes 3 minutes! Visit the Dave Ramsey store today for resources to help you take control of your money! Become a Channel Member today: Did you miss the latest Ramsey Show episode? Don’t worry—we’ve got you covered! Get all the highlights you missed plus some of the best moments from the show. Watch debt-free screams, Dave Rants, guest interviews, and more! Want to watch FULL episodes of The Ramsey Show? Make sure to go to The Ramsey Show (Full Episodes) at: Check out the show at 4pm EST Monday-Friday or anytime on demand. Dave Ramsey and his co-hosts talking about money, careers, relationships, and how they impact your life. Tune in to The Ramsey Show and experience one of the most popular talk radio shows in the country! Ramsey Network (Subscribe Now!) • The Ramsey Show (Highlights): • The Ramsey Show (Full Episodes): • The Dr. John Delony Show: • The Rachel Cr...

Are 529's Really the Best Way to Save for College? Say goodbye to debt forever. Start Ramsey+ for free: Visit the Dave Ramsey store today for resources to help you take control of your money! Did you miss the latest Ramsey Show episode? Don’t worry—we’ve got you covered! Get all the highlights you missed plus some of the best moments from the show. Watch debt-free screams, Dave Rants, guest interviews, and more! Want to watch FULL episodes of The Ramsey Show? Make sure to go to The Ramsey Show (Full Episodes) at: Check out the show at 4pm EST Monday-Friday or anytime on demand. Dave Ramsey and his co-hosts talking about money, careers, relationships, and how they impact your life. Tune in to The Ramsey Show and experience one of the most popular talk radio shows in the country! Ramsey Network (Subscribe Now!) • The Ramsey Show (Highlights): • The Ramsey Show (Full Episodes): • The Dr. John Delony Show: • The Rachel Cruze Show: • Anthony ONeal: • The Ken C...

Leftover Funds in Section 529 Plan? There's an opportunity to relocate the fund without penalty. It's the Section 529 Plan Rollover to a Roth IRA. There's a new law taking place in 2024 that changes the guidelines for reinvestment. You may be able to transfer, tax free, some or all of the leftover funds into a Roth IRA. Contact Wastvedt & Company to determine if this tax strategy works for you. Wastvedt & Company (858) 201-6850... ( 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 Sec 529 Rollover to Roth IRA - Wastvedt & Company CPA firm As the cost of education continues to rise, many parents find themselves searching for the most effective ways to save for their children's future education expenses. One increasingly popular option is the Section 529 College Savings Plan, which allows individuals to save for edu...

It's apparent that many Americans lack financial literacy as adults. And that's not necessarily a fault of their own–they just haven't been taught! For those of you with kids of your own, it's your responsibility to make sure they know how to manage their money when it's time for them to fly the coop. Here are some ways you can start them early! Host: Nic Daniels BFA™, Financial Advisor The Real Money Pros ————————————————————— SPONSORS: Academy Mortgage Lively (HSAs and FSAs) Tree City Advisors of Apollon ————————————————————— Chapters: 00:00 - Intro 00:37 - 529 Plan 02:55 - Custodial Account (UTMA/UGMA) 04:14 - Minor Roth IRA 05:46 - Outro —————————————————————... ( 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 As parents, teaching our children about money management is one of the most important tasks in ensurin...

Net Wealth is the new standard for living, growing, and giving your money! Take your Net Worth into a new life focus. You need to know what you’re worth, appreciate what you have, and be actively working to get to the next level. Let’s get started . . . Close the Wealth Gap that is Time and take control to build your assets and net worth -- sometimes -- automatically while you sleep! The Net Worth Statement is where to start. Helpful Links: Sudden Money Institute Money Map How to Organize and Manage Your Financial Documents Secrets of Successful Wealth Building 6 Page Financial Guide Link: Submit a Question Link: Treasury Direct -- I -Bonds Investment and Financial Basics from the SEC Professional Advice Financial Planning • CFP® professionals (Certified Financial Planner™) • Financial Counseling • AFC® professionals (Accredited Financial Counselor®) • What’s Next with Money website LET’S CONNECT: LinkedIn Instagram Twitter Facebook...

Learn more about personal finance and these tutorials at This tutorial covers how to setup a 529 College Savings Plan using Quicken Personal Finance Software.... ( read more ) LEARN MORE ABOUT: Keogh 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/how-to-add-a-529-plan-in-quicken/?feed_id=56946&_unique_id=63b5d1967b61e #Inflation #Retirement #GoldIRA #Wealth #Investing #529plan #collegesavings #howto #intuit #quicken #tutorial #KeoghPlan #529plan #collegesavings #howto #intuit #quicken #tutorial

On episode 42 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth CFO and Tax Specialist Bill Sweet to discuss downgrading to one income, prepaying for college, optimizing unrealized capital losses, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! ►00:00 - Intro ►04:28 - Downgrading to one income. ►09:08 - Prepaying for college. ►12:58 - Save or invest inherited money. ►20:49 - Investing during retirement. ►24:45 - optimizing unrealized capital losses. ►28:36 - Setting aside IRA contributions. Thanks to Innovator for sponsoring this episode! Visit to learn more about their ETF offerings. Check out The Compound shop: Listen to our podcasts: The Compound and Friends: Animal Spirits: Portfolio Rescue: Talk with us about your portfolio or financial plan here: Check out Ritholtz Wealth's automated investing platform, Liftoff: Instagram: Twitter: Facebook: Investing involves the ...