LFS 5-Minute Planner Series In this video, we will guide you through the decision to either leave your 401k with your employer or move it to your own IRA account. Get notified when we release our next 5-Minute Planner video, subscribe to our Market Updates: #PersonalFinance #Retirement #Money #WealthAdvisor IMPORTANT NOTICE This presentation is intended to serve as a basis for further discussion only. Although great effort has been taken to provide accurate numbers and explanations, the information in this presentation should not be relied upon for preparing tax returns or making investment decisions. Assumed rates of return are not in any way to be taken as guaranteed projections of actual returns from any recommended investment opportunity. The actual application of some of these concepts may be the practice of law and is the proper responsibility of your personal attorney. Disclosure: Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC.
Timothy Sumer is a philanthropist and motivational speaker empowering young entrepreneurs across the nation. He speaks on starting new businesses and the importance of branding in the digital age. Timothy Sumer has a BA in Accounting from NYU and a Masters in Information Technology from MIT. Tim enjoys traveling around the globe, driving exotic sports cars, molecular gastronomy, exploring new cultures, and keeping on top of the latest technology trends. Hope you enjoy Timothy Sumer's page :)