Timothy Sumer

In this episode, we break down the deadlines and strategies for contributing to your Solo 401(k) plan. If you're an S Corporation owner or a sole proprietor, this information is crucial. Discover how to reduce your taxable income, set up your Solo 401(k) plan, and start building your retirement nest egg. Don't miss out on these valuable tips and strategies to secure your financial future. AND DONT FORGET, SEPTEMBER 15th IS THE LAST DAY TO CONTRIBUTE! ---- Schedule a Free 15-minute new account phone appointment with one of our experienced Senior Account Executives regarding what type of account is best for you. ---- To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit ---- Learn how to take control of your retirement - Self-directed IRA Podcast - Shop my products - Blog & Articles - ---- Connect with Mat online: - Instagram: - Facebook: - LinkedIn: - Twitter: ... ( read more ) L...

DISCLAIMER: NuView Trust Company does not provide tax, legal, or investment advice. These videos are for educational purposes only, and we encourage everyone to seek their own legal or tax advice before entering into any type of investments. ATTENTION INVESTORS: There are some very important deadlines approaching and changes made that you need to be aware of NOW. If you have an IRA, 401k, HSA or ESA, you have until the tax filing deadline to make your 2021 yearly contribution. In addition, contribution limits for some of these accounts have been increased for the year 2022. Some accounts have specific deadlines for 2021 contributions, and some accounts have specific changes to their 2022 contribution limits. Tune in for the details! If this was helpful to you, make sure to stay connected with NuView Trust by doing the following: - Subscribe to our YouTube channel - Follow us on Facebook. - Contact us directly with questions or ideas at: IRAspecialists@nuviewtrust.co...