Timothy Sumer

In this video, we'll talk about spousal limited access trust. A spousal limited access trust is a trust that allows one spouse to make a gift into a trust to benefit the other spouse while removing the assets from their combined estates. This trust can be a useful estate planning tool for couples who want to protect their assets and prepare for the future. We'll discuss the benefits of a spousal limited access trust and detail how to create one. After watching this video, you'll be able to understand how a spousal limited access trust can benefit your family!... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERTING IRA TO GOLD: Gold IRA Account CONVERTING IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA Write an article about Spousal Limited Access Trust Explained in English https://inflationprotection.org/rewrite-this-title-spousal-limited-access-trust-explained/?feed_id=104210&_unique_id=647c3c0657268 #Infla...

What is a reverse rollover, and why might you roll an IRA into a 401(k) or 403(b) account? The term refers to moving money in a way that’s different from what happens most frequently. At some point, people often move money out of their workplace retirement plans—and into an IRA that they control. There are pros and cons of doing that, and of course, you want to review your options carefully before making any moves. 🌞 Subscribe to this channel (it's free): But there may be good reasons for moving money in the opposite direction: From an IRA to your 401(k) or similar plan. When you do that, you can potentially eliminate pre-tax IRA balances, which could help you manage RMDs (by postponing them, at least) or do backdoor Roth conversions. Get free retirement planning resources: 🔑 9 Keys to retirement planning 🐢 6 Safest Investments There may be other reasons for reverse rollovers, as well. For instance, maybe you’re going to leav...

Looking to move money from a 401(k)? You need a triggering event. Learn more about maximum creditor protection and your rollover. Learn more about the Solo 401(k) plan and how it can help you: Learn more about the Self-Directed IRA and how it works: -- Discover more videos by IRA Financial: Subscribe to our channel: -- About IRA Financial: IRA Financial Group was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms. During his years of practice, he noticed that many of his clients were not even aware that they can use an IRA or 401(K) plan to make alternative asset investments, such as real estate. He created IRA Financial to help educate retirement account holders about the benefits of self-directed retirement plan solutions. Learn More: ... ( 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 ...

Creditor protection is one of many reasons you may benefit from becoming a self-directed retirement investor. Learn more about how much of your IRA is protected in event of a personal bankruptcy or other legal challenge. See how BAPCPA works for you and how states laws differ. -- Learn more about starting your own Self-Directed IRA: -- Discover more videos by IRA Financial: Subscribe to our channel: -- About IRA Financial: IRA Financial Group was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms. During his years of practice, he noticed that many of his clients were not even aware that they can use an IRA or 401(K) plan to make alternative asset investments, such as real estate. He created IRA Financial to help educate retirement account holders about the benefits of self-directed retirement plan solutions. Learn More: ... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: Gold IRA Accoun...

Learn more about how to protect your self-directed IRA for bankruptcy: - The 2005 Bankruptcy Abuse and Protection Consumer Act (BAPCA) will protect your IRA if it's valued under a specific amount. However, you will only receive protection if your state of residency opted into the BAPCA Act. Inherited IRAs typically are not protected under the act, and you may be subject to creditor attack. Discover more videos by IRA Financial: - Subscribe to our channel: - Adam Bergman founded IRA Financial Group and IRA Financial Trust. Prior, he was a tax attorney at some of the largest law firms in the country, including White & Case LLP. He’s written 7 books on the taxation of Self-Directed IRA and 401(k) plans and is a frequent contributor to Forbes.com as well as a member of the Forbes Finance Council. IRAFG was founded to help educate Americans about self-directed retirement investments, empowering them to gain control over their funds. - FOLLOW US! ... ( read mor...

Click to download Alan Gassman's PowerPoint slide presentation: Click to download Dr. Rahul Razdan's PowerPoint slide presentation: Gassman, Crotty & Denicolo, P.A. 1245 Court Street Clearwater, FL 33756 ... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERTING IRA TO GOLD: Gold IRA Account CONVERTING IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA https://inflationprotection.org/spousal-limited-access-trusts-from-a-to-z-estate-planning-from-the-customer-foxhole/?feed_id=41952&_unique_id=637c140d2c874 #Inflation #Retirement #GoldIRA #Wealth #Investing #assetprotection #creditorprotection #estateplanning #physicianrepresentation #taxattorney #SpousalIRA #assetprotection #creditorprotection #estateplanning #physicianrepresentation #taxattorney