Timothy Sumer

The law office of Lesly R. Devereaux offers estate planning services designed to help you manage your affairs in the most practical and positive way possible. Lesly is an established New York estate planning lawyer with extensive experience in this and many other areas of the law. Please Visit My: WEBSITE: FACEBOOK: ADDRESS:43 West 43rd Street, Suite 175 New York, NY 10036-7424 Phone: 212-804-5736 Email: ld@leslylaw.com #trust#will#estateplanning#probate#attorney#familyestateplan#lastwill#lawofficesinnewjersey#lawoffice#law#officeoflaw#willtrust#estate#estateplan#businessowner #businessman #businesswomen #womeninbusiness #estateplanning #estatesandtrusts @leslydsellshomes @leslylawyer @weddingblissbydrlesly... ( 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 Inheriting an IRA can be a significant responsibility. It is crucial to know what y

Joe Anderson, CFP® and "Big Al" Clopine, CPA share the biggest misconception about inherited IRAs that's costing families thousands of dollars. If you live in southern California and would like to schedule a free assessment with one of our CFP® professionals, click here: Make sure to subscribe to our channel for more helpful tips and stay tuned for the next episode of “Your Money, Your Wealth.” Channels & show times: IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor. • Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with a tax advisor or attorney regarding specific situations. • Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. • Investing involves risk including the potential loss of principal. No investment strategy can guarantee a pr

Listing a trust as the beneficiary of your IRA is usually not a good idea. Learn more at For More Resources... Tax Planning: Personal Planning: Business Planning: ... ( 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 Individual Retirement Accounts (IRAs) have become a popular vehicle for retirement savings since their introduction in the United States in 1974. With the added benefits of tax-deferred growth and potential tax savings, a significant portion of an individual's retirement assets can be held in an IRA. However, there may be unforeseen consequences for heirs who inherit an IRA after the account holder passes away. This is where estate planning becomes crucial. One important aspect of estate planning is to designate beneficiaries to receive the assets from your IRA upon your death. This not only ensures that your wishes are follo

Experts in trust and estate law explain typical IRA beneficiary scenarios and why it’s critical to review EVERY time you set up or rollover your IRA to avoid probate. #ira #retirement #retirementplanning #beneficiaries #actec #actecfellow The American College of Trust and Estate Counsel, ACTEC, is a national association of approximately 2,400 peer-elected lawyers and law professors from across the United States and abroad with expertise in estate planning, probate and trust administration. In this video: 00:00 Open 00:13 What happens if you do not have an IRA beneficiary designated? 01:20 Do you need to redo your beneficiaries when you roll over an IRA? 01:42 IRAs and surviving spouse as the beneficiary. 02:38 IRA with a young surviving spouse who does not want to defer. 03:41 How does an inherited IRA work? 04:55 Minor children of an inherited IRA. 06:39 Advice on preparing the IRA beneficiary designation form.... ( read more ) LEARN MORE ABOUT: IRA Accounts T

Retirement plans like IRAs and 401k plans are a unique asset that can cause serious problems when inherited. This presentation explains the differences between qualified retirement plans and the Inherited IRA, and how to provide for income tax deferral and asset protection for your spouse, partner, children or other heirs. NOTE: Because of legislation pending in the United States Congress that may seriously impact the distribution of retirement plans at the death of the owner, I am suspending any further Retirement Plan Trust Seminars until the final legislation is either passed or rejected. If you wish to view the Retirement Plan Trust Seminar, please be advised that Congress may change many of legalities set forth in the presentation in 2017.... ( 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 https://inflationprotection.org/the-retireme

The SECURE Act, which became law in 2020 greatly restricts inherited IRAs and imposes a ten-year period in which the inherited IRA needs to be completely withdrawn. This video discusses how to Limit the Income Tax hit to those Inheriting your IRA under the SECURE Act.... ( 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 https://inflationprotection.org/the-secure-act-how-to-limit-the-income-tax-hit-to-those-inheriting-your-ira/?feed_id=47531&_unique_id=63918da0aba6a #Inflation #Retirement #GoldIRA #Wealth #Investing #californiaattorney #californiaestateplan #campbellcaattorney #estateplan #Retirement #RothIRA #SanJose #sanjoseattorney #secureact #InheritedIRA #californiaattorney #californiaestateplan #campbellcaattorney #estateplan #Retirement #RothIRA #SanJose #sanjoseattorney #secureact

Briant Sikorski, Stratos Wealth Partners - Setting up a Group Retirement Plan, such as a SEP, SIMPLE or 401(k) can be a smart way to provide for one of your key assets - your employees - as well as benefitting you and your business. To learn more, contact me at: Office: 919-650-1527 Email: bsikorski@stratoswp.com Web Site: www.briantsikorski.com... ( 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 https://inflationprotection.org/company-sponsored-retirement-plans/?feed_id=46159&_unique_id=638c4417d59dd #Inflation #Retirement #GoldIRA #Wealth #Investing #alzheimers #assistedliving #Bonds #dementia #estateplan #FinancialPlanning #insurance #investing #LegacyPlanning #LongTermCareInsurance #MutualFunds #nursinghome #oldage #skillednursing #QualifiedRetirementPlan #alzheimers #assistedliving #Bonds #dem