Timothy Sumer

Get certified In EVERY strategy I teach! Learn how by booking a FREE 15 minute demo: The Crypto IRA Page at Directed IRA: For more info on our Directed IRA company, visit: To open up a self directed account visit: Is it even possible to set up a Roth IRA for your children? Yes, it most definitely is and in this video, I break down what you need to do in order to make it happen. Tax Professionals You NEED This: Save THOUSANDS With My Ultimate Tax Strategy Guide: To Get Started With Any One of My Teams: Check out my Law Firm KKOS Lawyers at If you need Tax help you can trust, check out my Certified Tax Advisor Network: I go LIVE almost every week...Don't forget to Subscribe and Hit that bell icon so you get a notification every time I upload a new video or go LIVE If you liked the video, please give it a "Thumbs up!" and please subscribe to see more! #Taxes #avoidtaxes #paylesstaxes #tax #realestateinvestment #Markjkohler #KKOSLawyers #markj

In order to retire comfortably at age 60, what should you be doing with your finances when you’re in your 20s? A framework for getting started planning for retirement, today on Your Money, Your Wealth® podcast 419 with Joe Anderson, CFP® and Big Al Clopine, CPA. Plus, if you’re a small business with a SIMPLE IRA plan, is it stupid to save for retirement in a brokerage account rather than a traditional IRA? If you inherited money and promised to donate to charity, should you do Roth conversions? What’s the most efficient way to pay financial advisor fees, and what’s a good strategy for making pre-tax and post-tax retirement contributions? Podcast show notes, free financial resources, Ask Joe & Big Al On Air: 00:00 - Intro 00:51 - A Framework for Getting Started in Planning for Retirement (Anonymous) 05:36 - I’m 24. What Should I Do to Retire Comfortably at 60? Michael, 24 (Binghamton, NY) 11:18 - Cracking the Code to Succeeding Financially at Any Age - Watch YMYW &

RetireJapan TV is a monthly show about personal finance in Japan with news, deep dives on specific topics, interviews with guests, and as much Q&A as you can handle. ----- In today's show we will talk to our guest Dean Yoshimoto about taxes and US citizens in Japan. What do you need to know about taxes as a Japan resident? How can you decide if you need an accountant? And what if you are a US citizen? Daniel will be back in our next episode on July 24th along with our regular content. Stay tuned!... ( 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 RetireJapan TV S01E08: Taxes in Japan, US Citizens in Japan RetireJapan TV, an informational web series dedicated to helping retirees living in Japan, recently aired its eighth episode discussing the complexities of taxes in Japan, specifically for US citizens residing in the country. Hosted

Drew Stevens PhD Leadership and Management, MBA with Over 38 years of Financial and Sales/Marketing expertise with investments, insurance, annuities, financial planning, analysis, and educating struggling clients to eliminate debt, increase liquidity, and maximize savings for retirement planning . If you wish to earn CPE for this content, Click here to access the courses and earn a credit. This course is available under the Unlimited Access Subscription. Subscribe to myCPE Unlimited Access at $199.00 (Original Price $299.00) myCPE Unlimited Access Subscription includes: • 10,000+ Hours of Content Ethics courses are included • 500+ Subject Areas covered • 700+ Instructors delivering content. • 50+ Advance Certification Courses • 100+ Designation Approved (CPA, EA, CFP & more) • Multiple learning avenues - Live webinars, On Demand, Podcasts, and more. • Ultimate 24/7 Flexibility with Self-Study & Podcasts and much more. • Take CPE anytime, anywhere on the go with m

"I have a difference of opinion with our financial advisor as it relates to Roth conversions that I would like to get your perspective on. Our retirement assets include $1.7M in traditional IRAs, $220K in a Roth IRA, $81K in an HSA and $865K in taxable brokerage accounts and cash. Our investments are mostly balanced between stock and bond index funds, with a cash reserve to cover 2-3 years living expenses. I collect a pension from my former employer of $62K/year. We are deferring our Social Security until age 70 at which time we expect to get around $78K/year. That plus a deferred fixed annuity should give us around $150K/year of lifetime income by age 70. I want to draw down the traditional IRAs during our “gap” years and pay the taxes now at the current historically low rates, maxing out the 22% bracket each year (no state income tax in Florida). This amounts to about $150K of traditional IRA distributions each year. I am allocating $50K of the $150K of IRA withdrawals

Taking the Next Step: 📞 Book a Professional Tax Strategy Consultation: 🤑 Watch this FREE Training to Learn How to Save on Taxes, Legally: Learn How to Grow Your OWN Rental Portfolio & Reduce Taxes Legally! My Tax Strategy Programs: Tax Free Living Bundle (47% off): 🏡  Buy Tax Alchemy Rental Loss Program Now: Book a Discovery Call to Learn More About Tax Alchemy: Check out these links Below! Get Help Setting up Your LLC: Learn How to Self Direct Your IRA or 401k: *Disclaimer: I am not a financial advisor nor am I an attorney. This information is for entertainment purposes only. It is highly recommended that you speak with a tax professional or tax attorney before performing any of the strategies mentioned in this video. Thank you. #taxes #taxfreeliving #taxexpert #taxreduction #llc... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: Gold IRA Account TRANSFER IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Ba

Do you know what the most important steps are that you can take today to grow your wealth? Regardless of your age or where you are in life with saving for retirement, today’s show is for you. Joe Anderson, CFP®, and Big Al Clopine, CPA give you the steps to success to grow your wealth at any age! Download the Guide to Growing Your Wealth: 0:00 - Intro 1:52 - Steps to Success 3:16 - Asset Allocation 5:15 - Account for Inflation 6:21 - Download: Grow Your Wealth Guide 7:11 - True/False: Most retirees surveyed say they saved more money than they needed in retirement 7:41 - Investing Early 8:37 - Missteps and Catch-ups 9:43 - $1 Million at Retirement 11:15 - Retirement Income and Spending 13:49 - Download: Grow Your Wealth Guide 14:25 - True/False: If I make too much money I can’t invest in a Roth account. 15:32 - Roth Income Limits and Contribution Limits 17:57 - IRA Income Limits and Contribution Limits 18:40 - Tax-Smart Strategies 20:00 - Ask the Experts: My financial

Tax Professionals check out my new Certified Tax Advisor Program here : A Health Savings Account (HSA) and a Health Reimbursement Account (HRA) are both powerful tools for health and retirement planning . An HSA allows individuals to save pre-tax dollars for medical expenses, which can be used tax-free in retirement. Meanwhile, a Roth IRA allows for tax-free growth and withdrawals in retirement, making it an ideal vehicle for long-term savings. Together, these accounts can help individuals achieve their retirement goals and ensure financial security in their golden years. Sign up for the news letter today to get my BRAND NEW eBook The Ultimate Tax Strategy Guide visit: To get your Comprehensive Business & Tax Consult: Everything you need is right here for you! #Taxes #avoidtaxes #paylesstaxes #wealth #tax #realestateinvestment #Markjkohler #KKOSLawyers EVERYONE should know these strategies! A huge part of building wealth, is knowing the best strategies to prote

Reach out to your tax planner to see if this is an opportunity for you. Do you have something you'd like to see in our next video? Let us know! DISCLAIMER: The content in our YouTube videos are for educational purposes only . Everyone's situation is different. This is a generalized discussion and there are other factors involved in making an informed decision. In order to make the best decisions, contact your trusted advisor and tax planner to discuss the details of your specific circumstances.... ( 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 As of January 1, 2021, the Simple IRA retirement plan has expanded to allow for Roth contributions. The change was made as part of the Setting Every Community Up for Retirement Enhancement Act (SECURE Act), which was signed into law on December 20, 2019. Previously, Simple IRA contribution

Energy is the core of the economy and inflation needs to be addressed If you would like to claim your two free tickets to our world-class 3-Day Asset Protection & Wealth Creation Summit LIVESTREAM go to:👉 👇Subscribe to get your free ebook: Total Asset Protection secrets. Written by some of the Foremost Asset Protection Experts in the World. Learn the secrets of how to: ✅Protect Your Bank and Brokerage Accounts ✅Protect Your Retirement Plans ✅Protect Your Rental Properties ✅Protect Your Small Business Visit for webinars, financial strategies, and updates on our upcoming summits. Follow us on: 👉Instagram 👉Facebook 👉Linkedin 👉Attend the 3-day submit Protect Wealth Academy Seeks to Provide World-Class Financial Education and Strategies From Leading Experts To Build And Protect Wealth For Peace of Mind, Family Legacy and Future Security. Legal Disclaimer: No earnings claims, warranties, or specific investment advice is allowed to be given from this office.

Should investors worry about regional banks? Will the Federal Reserve tame inflation? Is a recession looming? What's next for stocks and bonds? Pure Financial Advisors' Executive Vice President and Chief Investment Officer Brian Perry, CFP®, CFA® charter, AIF® addresses these questions as he discusses Q1 market volatility and the outlook for Q2 and beyond. Download the 2023 Key Financial Data Guide: Schedule a free assessment with any one of our experienced financial professionals: 00:00 - Intro 00:26 - Banks and Recession: What is a Recession? 05:17 - Inflation remains high. When will it moderate? 100-year and 12-month inflation rates 09:32 - Is the dollar going to be replaced as the reserve currency? 11:42 - Stock Market Volatility, Performance, Bull and Bear Markets, Consumer Confidence, Inflation 17:23 - Should I still own international stocks? Global Stock Market Summary Performance, Values, Returns, Revenue 24:05 - Pessimism, Prices, Good Time to Invest? 25

Ask Sherron your questions: Disclaimer Statement The information and views on this video is provided for specific subject matter only and does not reflect official opinion or position of The Modern Savvy CPA, LLC or Sherron Permashwar, CPA. The Modern Savvy CPA, LLC or Sherron Permashwar, CPA were not engaged in providing legal, tax or accounting services. Before taking any action based on this information, we strongly encourage you to consult with a professional accounting advisor about your specific situation.... ( read more ) LEARN MORE ABOUT: Qualified Retirement Plans REVEALED: How To Invest During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing In the first part of this series, we discussed the concept of good and bad debt and their implications on personal finance. In this article, we will delve deeper into the distinction between the two types of debt and how to identify them. Good debt is an

Are you doing all you can to maximize your IRA? Many people think that they don’t have enough money to get started with self-directed retirement accounts, but that’s not true! A common misconception that keeps people from investing is that you can’t do anything with a small dollar account. Strategies such as partnering, options, and other real estate techniques provide the opportunity for even the smallest accounts to grow. You will learn: - Strategies to maxmize your IRA - Generational Wealth, and long term tax avoidance - More Control of your investments Biography: Derreck Long, Senior IRA Specialist at Quest Trust Company, first served in the military from 2010 to 2014. After leaving the military, he went to college at Northern Arizona University and received a degree in global marketing. After graduating college Derreck worked with the FBI Translating Russian documents, but realized there is more to life, and started searching on how to become an investor. This is when De

A new Form W-4 must be completed each year and provided to your employer. This video covers how to complete a Form W-4 for a married couple where ONE spouse is employed. Form W-4 Married with Two Jobs: Form W-4 for Single Filer: Jason’s Page: Knott PLLC: Need more help? Schedule a Consultation: ✅ TAX & ACCOUNTING TRAINING GUIDES Udemy - Gumroad - ✅ AFFILIATE LINKS Open an LLC with Inc File: Signup Bonus with M1 Finance - Open a Bitcoin IRA - Protect your Privacy with Nord VPN - Open a Webull Stock Account - File Taxes with TurboTax - File Taxes with TaxSlayer - Open a Wise Bank Account - Try Amazon Prime - ✅ FOLLOW JASON HERE: Patreon: Twitter: Instagram: TikTok: LinkedIn: Quora: DISCLAIMER: I am a licensed attorney and certified public accountant (CPA) in the State of Florida. I am not a financial advisor. The information provided in this video is for entertainment purposes only. No such