Timothy Sumer

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The Indiana Public Retirement System produced this video to provide INPRS members with valuable information to help prepare for retirement.... ( read more ) LEARN MORE ABOUT: Qualified Retirement Plans REVEALED: How To Invest During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing Paving the Way to Retirement Retirement is a phase in life that many look forward to. It's a time when we can finally relax, enjoy the fruits of our labor, and pursue our passions. However, achieving a comfortable retirement requires careful planning and saving throughout our working years. Without a solid plan in place, our golden years may not be as golden as we hoped. One of the first steps in paving the way to retirement is determining how much you will need. It's important to assess your current lifestyle and estimate how much you'll need to maintain that lifestyle in retirement. Consider factors such a...

There are many different types of qualified retirement plans. As a business owner, which one is right for you? . . Watch Doug Tashma, RMC Group's Executive VP & COO, explain the difference between plans to determine which one is right for you! . . Contact RMC Group today at 239-298-8210 for more information or to get a retirement plan started! . . Facebook: Twitter: Instagram: LinkedIn: Website: Email Address: rmc@rmcgp.com Phone Number: 239-298-8210... ( read more ) LEARN MORE ABOUT: Qualified Retirement Plans REVEALED: How To Invest During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing Different Types of Retirement Plans retirement planning is an essential aspect of financial management. It ensures individuals can enjoy a comfortable lifestyle after their working years. There are several retirement plans available to help individuals save and invest their money for their future. I...

As an owner of a business you have four options for funding a retirement plan. Brian Sauter CFP®, AIF® senior financial planner explains each one, the contribution limits and deadlines. Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management to thousands of people across the nation. Schedule a free assessment with one of our experienced financial professionals, either online, or at one of our many financial planning offices around the country: Subscribe to our YouTube channel and stay tuned for the next episode of the Your Money, Your Wealth® TV show: Subscribe to the YourMoney, Your Wealth® podcast: IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, LLC, a Registered Investment Advisor. • Pure Financial Advisors LLC does not offer tax or legal advice. Consult with your tax advisor or atto...

This week, Adam D. Koós, CFP®, CMT® joins forces with Jesse Rowe, CPA, Judd Depew, and Trent Dunlap to bring 80 years of experience in the Retirement Plan arena to discuss: 1. The recent changes that have been made in the 401k world, 2. Mistakes that many business owners make when it comes to designing their plan, 3. Tips on how to avoid potential pitfalls when anticipating an audit, and 4. How to SIMPLIFY your plan so that you can spend more time on your business! If you would like to reach out to any of the professionals in this episode, please see their contact info below: Jesse Rowe, CPA Partner (Plante Moran) Jesse.Rowe@PlanteMoran.com Trent Dunlap Vice President (HR Butler) TDunlap@HRbutler.com Judd Depew President (Pension Design Group) Judd@PensionDesignGroup.com --- To subscribe on iTunes: For more VIDEO podcasts like this one: For more AUDIO podcasts: For educational VIDEOS and Stock Market Updates: To READ articles with commentary and Sto...

In this web conference attorney Erwin Kratz discusses tips and traps family law attorneys should be aware of when negotiating the division of retirement plan assets, including solutions to the unique challenges presented by: *The type of retirement plan you are dealing with - whether a defined contribution plan, defined benefit plan, private or governmental, tax qualified or non-qualified plan *Accounting for pre-marital account/benefit accumulations *The effect of post marital service and compensation increases *Accounting for outstanding loans in defined contribution plans *Avoiding surprises caused by delayed distribution provisions *Awarding pre-retirement death benefits *Awarding post retirement survivor benefits *Allocating the cost of providing survivor benefits For more information visit www.qdroaz.com... ( read more ) LEARN MORE ABOUT: Qualified Retirement Plans REVEALED: How To Invest During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing H...

TJ has a defined benefit pension plan that he can take as a lump sum or annuity. Wes helps TJ crunch the numbers and find the best path for retirement. Original airdate: April 30, 2017 - Hour 2, Call 1. Wes Moss is the host of MONEY MATTERS – the country’s longest-running live call-in, investment and personal finance radio show – on News 95-5FM and AM 750 WSB. Send me your questions directly at (contact box in top right corner) You Can Retire Sooner Than You Think Money Matters with Wes Moss podcast or on Apple Podcasts Twitter: Facebook: Check out my website for more financial tools and articles: Please note, this information is provided to you as a resource for informational purposes only and should not be viewed as investment advice or recommendations. Investing involves risk, including the possible loss of principal. There is no guarantee offered that investment return, yield, or performance will be achieved. There will be periods of performance fluctuati...

If you company has recently frozen or ended its pension plan, you have some important decisions to make with your retirement. First of all, know that the money you have contributed to the plan is safe. If you have received notice of changes to your employer’s pension plan, it usually just means that no further contributions will be made to the plan. However, you are still entitled for what you have earned so far. What this means is that going forward, how you plan for retirement and manage your money in retirement, will change significantly. Instead of working to further increase your pension benefit, you will now need to save and invest in a retirement account such as a 401(k), or Roth IRA. You’ll need to plan to save enough in these accounts and invest it appropriately to create a portfolio that can sustain steady withdrawals over your retirement that replace the reduction in pension income you would have received. You may also receive a lump sum offer to cash ou...

As an owner of a business you have four options for funding a retirement plan. Brian Sauter CFP®, AIF® senior financial planner explains each one, the contribution limits and deadlines. Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management to thousands of people across the nation. Schedule a free assessment with any one of our professionals, either online or at one of our financial planning offices in San Diego, Brea, Irvine, and Woodland Hills, California: Ask your personal finance questions: Subscribe to our channel: IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, LLC a Registered Investment Advisor. • Pure Financial Advisors LLC does not offer tax or legal advice. Consult with their tax advisor or attorney regarding specific situations. • Opinions expressed are subject to change...

How to fill a Spousal Consent Form in a Retirement Process? #UnitedStates #DefinedBenefits #Pension Spousal Consent Form is also known as Spousal Waiver Form This form is applicable only for married population and needs to be filled only by the spouse and Notary. For participants with in the U.S. the notary is the Notary Public For participants outside the U.S. the notary is the United States Embassy By signing this form spouse is aware that spouse would be getting little of nothing after participants death. Retirement Cycle and proofs required for pension payment : GEARS USED FOR THIS VIDEO Microphone — Rode Shotgun : Music from Epidemic AMAZING for YouTubers : Tripod - Digitek DTR-510VD : Amazon Kindle : FOLLOW ME: Instagram: Twitter: ... ( 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/how-to-f...