Timothy Sumer

Wealth Plan TV understand investment bonds and the part these play in your wealth creation plan. ... ( read more ) LEARN MORE ABOUT: Treasury Inflation Protected Securities REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing Wealth Plan TV (1.5.3) Financial Planning Tips on Understanding Bonds Financial planning is a critical aspect in managing one's wealth effectively. Without proper planning, individuals may find themselves struggling to achieve their financial goals. In this article, we will explore an important financial instrument - bonds - and discuss how understanding them can benefit your wealth plan. Bonds are fixed-income securities issued by governments, municipalities, and corporations to raise capital. When you invest in bonds, you essentially lend money to the bond issuer in exchange for periodic interest payments and the return of your principal i

401k and retirement, what works and what does not. How to make a plan for how you will set up you retirement and manage your 401k.... ( 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 retirement planning is a crucial aspect of everyone's financial life. One of the most common and widely utilized retirement plans in the United States is the 401k plan . It offers employees the chance to contribute a portion of their salary to a tax-advantaged investment account, allowing them to save for retirement while enjoying potential growth on their investments. However, what happens when you switch jobs or decide to explore alternative investment options? This is where the concept of rollover 401k to IRA or self-directed 401k retirement comes into play. Firstly, let's understand what a rollover 401k to IRA means. When you leave a job where

Get in touch with Scott for a free consultation, after watching this episode. Just let him know you saw his Podcast interview on @CampusSchool ---- As a nationally recognized speaker and trainer in the business planning and high net worth client market segment, Scott brings a wealth of knowledge and experience. He currently owns and supervises the Forever Forward Financial Group. Scott is a graduate of Pennsylvania State University, is a member in good standing of the International Association of Registered Financial Consultants (IARFC), the National Association of Insurance and Financial Advisors (NAIFA), and the Florida Association of Insurance and Financial Advisors (FAIFA). He further holds several designations/licenses and registrations including Registered Representative, Registered Supervisor, and Certified Financial Educator. ---- Scott Bigley on LinkedIn : Scott Bigley Website : ---- Key topics discussed: financial literacy, Legacy and Estates Planning, Risk manag

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Should you use your 401k or IRA to pay off your debt? There are several moving parts to this answer and many factors to consider. For one, what tax bracket are you in and how much tax will you pay on that distribution? Listen to some other considerations and possible alternative recommendations. If you have specific questions about your retirement and would like help getting answers, here is our Calendly link for a simple 15 minute complimentary phone call to speak with Nate. If you want to check out our services and other info about us, head on over to our website. OTHER RESOURCES Many people have so many questions around Medicare, we have a webinar that goes over some of the most frequently asked questions. You can watch it here. You can read our blog; Check us out on Social Media at; Our podcast is Retirement Rescue Radio. We also have a YouTube channel for our podcast as well. Our BOOKS authored by Nate Miller can be found on Amazon at these links; CP