Timothy Sumer

Retirement Plans for Small Businesses Most people have heard of the 401k and all of its benefits. However, many people are unaware of a few alternatives that have very impressive benefits as well. Introducing SEP and SIMPLE IRAs! Alternative retirement plans for small businesses could be the key for future growth. SEP IRAs are extremely low maintenance retirement plans for small business owners, and they allow the ability to contribute substantially more than 401ks. SIMPLE IRAs, like the SEP IRA, are also not very complicated to administer and much cheaper to implement than other retirement plans. Eddy and Brian go more in depth about the similarities and differences between these two plans in the video below. If you have any questions or want to know if these plans would be a good fit for your situation just schedule a 15-minute learning session with me using the link below. #Retirement #401k #IRA... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERTING I...

Are you ready to master your money and achieve financial freedom? Well, you have come to the right place. Moki Finance is all about maximizing our investment dollars so that they can go further. I have made it my life's mission to educate people about money because true freedom comes with financial freedom. *Disclaimer* I am not a licensed financial advisor or planner. The recommendations I give are solely for educational purposes only. Please consider your personal objectives before investing. All investments require risk and potential loss of capital. Past performance is not a guarantee of future results. Remember, “there is no such thing as a free lunch.” Vanguard recommendation 60% VTSAX 20%VTIAX 20% VSIAX Note: This is my equity recommendation, add VBTLX per your determined asset allocation Fidelity recommendations 60% FSKAX 20% FTIHX 20% FISVX Note: This is my equity recommendation, add FXNAX per your determined asset allocation THE MOKI FINANCE PODCAST ► ...

Are you ready to master your money and achieve financial freedom? Well, you have come to the right place. Moki Finance is all about maximizing our investment dollars so that they can go further. I have made it my life's mission to educate people about money because true freedom comes with financial freedom. *Disclaimer* I am not a licensed financial advisor or planner. The recommendations I give are solely for educational purposes only. Please consider your personal objectives before investing. All investments require risk and potential loss of capital. Past performance is not a guarantee of future results. Remember, “there is no such thing as a free lunch.” Vanguard recommendation 60% VTSAX 20%VTIAX 20% VSIAX Note: This is my equity recommendation, add VBTLX per your determined asset allocation Fidelity recommendations 60% FSKAX 20% FTIHX 20% FISVX Note: This is my equity recommendation, add FXNAX per your determined asset allocation THE MOKI FINANCE PODCAST ► ...