Timothy Sumer

#RothIRA #taxfree #retirement Are you considering doing a Roth conversion this year? Watch this video and make a more intelligent decision on how your financial future is TAXED! Do you want to pay tax on the seed or the harvest? ⚠ If everything you believed to be true about money and retirement turned out to not be true, when would you want to know? There are so many myths and misconceptions around the subject and our goal is to provide you with the FACTS and teach you why it's more important to learn "how to invest" versus "what to invest in." If I were to send you out to play in a pro golf tournament tomorrow... would you want your favorite golfers clubs or their swing? You see most people out there are selling "clubs" or an investment product without fully educating you on the "swing" of how money works. If you know anything about golf, the SWING is what makes the golfer. If you believe like most financially educated pe

Today we're talking fixed annuities! We're an investing service that also helps you keep your dough straight. We'll manage your retirement investments while teaching you all about your money. #retirement #retirementplanning #dohstr8 ---Ready to subscribe--- For more information visit: --- Instagram @jazzWealth --- Facebook --- Twitter @jazzWealth Business Affairs 📧Support@JazzWealth.com... ( read more ) LEARN MORE ABOUT: Retirement Annuities REVEALED: How To Invest During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing As more and more people approach retirement, the question of financial security becomes more pressing. For many, a fixed annuity can be a valuable option to consider. A fixed annuity is an insurance contract that provides a guaranteed payout and interest rate over a set period of time. These annuities are typically purchased with a lump sum and are often used as a wa

#401k #taxes #retirementplanning In this video I will teach you why it is important to diffuse your 401k TAX Bomb as soon as possible. Do you fully understand the risks of your 401k or other qualified company plan? ⚠ If everything you believed to be true about money and retirement turned out to not be true, when would you want to know? If you believe like most financially educated people that taxes will be higher in the future, what is your plan? There are only 3 ways to grow your money: 🌱 TAXABLE 🌱 TAX-DEFERRED 🌱 TAX-FREE Are you going to be reactive or proactive? It really is your choice. ---------------------------------------------------------------------------------------------------------------------------------- 👇 Use the links below to connect with us further and to get more education or to set up a 1 on 1 no-cost, no-obligation appointment with James where he can review your current plan and help you identify what is working and what can be improved goi

Does your retirement tax plan include crucial estate planning strategies? Are using all of the tax savings strategies available to you? You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to Timestamps: 0:00 Does your tax plan end when you do? 0:43 Spousal Gifting for a Double Step-Up in Basis 4:46 Double Step-Up in Basis + Your Retirement Withdrawal Strategy 7:57 Unequal Beneficiaries for Maximum Tax Savings #EstatePlanning #TaxPlanning Disclaimer: This content is shown for illustrative purposes only. Every situation varies widely, and therefore the effectiveness of any strategies discussed on the Safeguard Wealth Management Youtube Channel will vary widely. Please use experienced help when implementing any retirement, tax, or estate planning strategy. - - - - - - - - - - - - - - - - - Always remember, "You Don't Need More Money; You Need a Better Plan&

The Secure Act passed in 2019 and has some big implications for tax planning specifically when it come to passing on generational wealth. For year the stretch IRA has been a planning staple. A way for kids, grand-kids, etc to minimize the tax implications of inheriting a large sum of qualified retirement account money. Starting in 2020 the rules around inherited IRAs will change drastically. Now more than ever, ROTH conversions ans properly structured cash value life insurance policies should be considered as part of your overall retirement and estate planning strategy. To see our views on retirement planning check out our free course: Have other questions: Book a Time to chat here: OR Send us your question here: ... ( 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/secure-act-tax-changes/?feed_id=5044