Timothy Sumer

There is an income limit when funding a Roth IRA. But be aware, this is your AGI, not just your earnings. What should you do if you contributed when you weren't supposed to and what other investing tools can you use instead? Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit or call 574-247-5898. Find more information about the Wise Money Show™ at Be sure to stay up to date by following us! Facebook - ​ Twitter - ​ Instagram - Want more Wise Money™? Read our blog! ​ Listen on Podcast: ​ Subscribe on YouTube: Mike Bernard, CFP® offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversificatio

you've heard of the power of Self-Directed IRAs. "Now...Should I choose a Traditional IRA or a Roth IRA? Which account is best for me?" Both are phenomenal accounts that offer their own benefits. It truly depends on what you are looking for! Juan Deshon, CISP goes over some of the key differences of the Traditional IRA versus Roth IRA and how you might choose one over the other. DISCLAIMER: Quest Trust Company does not render tax, legal, accounting, investment, or other professional advice. If tax, legal, accounting, investment, or other similar expert assistance is required, the services of a competent professional should be sought. Thank you for watching this video! Please remember to like and subscribe to see more IRA and educational content, and check out our channel for more videos! Also, be sure to visit our website for FREE weekly online classes! For any other information on our company, or for setting up your free consultation with an IRA Speci