Timothy Sumer

We help people who are entering retirement or want good retirement strategies to create retirement monies they can never outlive. Schedule a no-obligation consultation with me directly: Get your complementary consultation for a tax-efficient retirement plan. Also, pick up one of our FREE life guides: ***Connect with us on Facebook: *** *** Visit us online at: www.JustAskFreeman.com *** Financial Sources Inc. 6111 Ivy Ridge Ct Upper Marlboro, MD 20772  TEL: (301)627-0123 | www.JustAskFreeman.com... ( 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 Converting Traditional IRA to Roth IRA - Tax Strategies When it comes to retirement planning and saving for the future, Individual Retirement Accounts (IRA) are a popular choice among investors. These accounts offer tax advantages and are designed to help individuals grow their savin...

Katie Brown follows up on her 2021 retirement account update with a look at Roth IRAs and Roth accounts. In this Coffee with Katie episode, she delves into the tax benefits of Roth accounts but also highlights the income limitations for investors. Katie answers common questions on Roth Conversions and Backdoor Roth IRA contributions as well. Related video: 2021 Retirement Contributions - ... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERT IRA TO GOLD: Gold IRA Account CONVERT IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA Roth IRA Accounts and Roth Conversions: Exploring Tax-Advantaged Retirement Savings retirement planning is an essential part of securing financial independence in one's golden years. Among the various retirement savings options available, Roth IRA accounts and Roth conversions offer distinct advantages for individuals looking to maximize their long-term savings while benefiting from tax advantages. What...

Carl has about $35k in a traditional IRA. He's thinking about transferring these funds into a Roth IRA to avoid a tax penalty down the road. Carl would like to know how much he should transfer and if that transfer will count as "earned income" at the end of this year. Original airdate: March 18, 2018 - Hour 1, Call 3. Wes Moss is the host of MONEY MATTERS – the country’s longest-running live call-in, investment and personal finance radio show – on News 95-5FM and AM 750 WSB. Send me your questions directly at (contact box in top right corner) You Can Retire Sooner Than You Think Money Matters with Wes Moss podcast or on Apple Podcasts Twitter: Facebook: Check out my website for more financial tools and articles: Please note, this information is provided to you as a resource for informational purposes only and should not be viewed as investment advice or recommendations. Investing involves risk, including the possible loss of principal. There is ...

We help our clients with Roth IRA conversions all the time and maybe you're thinking that converting to a Roth is good for you. Before you do that conversion here are a few things you may want to consider. We're an investing service that also helps you keep your dough straight. We'll manage your retirement investments while teaching you all about your money. ---Ready to subscribe--- For more information visit: www.JazzWealth.com --- Instagram @jazzWealth --- Facebook --- Twitter @jazzWealth Business Affairs 📧Support@JazzWealth.com... ( 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 If you’re considering converting some of your retirement savings into a Roth IRA, you’re probably wondering if it’s the right move for you. A Roth IRA conversion can be a smart financial move, but it’s not for everyone. Here’s wha...