Timothy Sumer

Instagram: @theadamfayed Tiktok: @adamfayed.com #vanguard #vanguardfunds #DIYinvesting #vanguardlifestrategies #shorts... ( read more ) LEARN MORE ABOUT: IRA Accounts INVESTING IN A GOLD IRA: Gold IRA Account INVESTING IN A SILVER IRA: Silver IRA Account REVEALED: Best Gold Backed IRA What are the Best Vanguard Funds? When it comes to investing in mutual funds, Vanguard is a name that is often mentioned. Vanguard is renowned for its low-cost index funds and has a strong reputation in the investment community. However, with hundreds of options available, it can be overwhelming to determine which Vanguard funds are the best fit for your investment goals. To help you navigate through the vast array of choices, here are some of the best Vanguard funds that investors commonly opt for: 1. Vanguard 500 Index Fund (VFIAX): The Vanguard 500 Index Fund is one of the most well-known index funds in the industry. It tracks the performance of the S&P...

[ Offshore Tax ] Let's Talk About Roth IRA Contributions for Couples Using FEIE The Backdoor Roth IRA is a strategy that high earners use to convert a traditional IRA into a Roth IRA. This strategy allows them to make contributions to an IRA, roll it over to a Roth IRA, or convert the entire IRA to a Roth. The Backdoor Roth IRA strategy is a legal method to circumvent the income limits that typically prevent high earners from owning Roth IRAs. This strategy is not a tax dodge. While establishing a Backdoor Roth IRA may incur higher taxes initially, it offers the future tax savings associated with a Roth account. Moreover, the Backdoor Roth IRA strategy can be advantageous for individuals who anticipate having leftover funds in their traditional IRA. They can transfer these funds to their heirs through a Roth IRA. TIMESTAMPS: 0:00 INTRO 1:00 Roth IRA Contributions for Couples Using FEIE 2:00 Funding IRA and convert to ROTH 3:48 OUTRO --------------------------------...

[ Offshore Tax ] Can I open an IRA or Roth IRA while living in France? Yes, a U.S. citizen living abroad can have both a traditional and/or Roth IRA. The restrictions only apply to making contributions. So, if you had an existing IRA before you moved abroad, you don’t have to get rid of it or transfer assets, but you may not be able to add to it while you’re overseas. TIMESTAMPS: 0:00 INTRO 0:10 Opening ROTH or IRA in France 1:30 Taxable income in France for US ex-pats 3:00 Using VPN for accounts 4:30 Financial advisors advice 5:50 OUTRO ------------------------------------------ OUR CHANNEL OFFERS: - Updated daily, we help 6, 7, and 8-figure International Entrepreneurs, Expats, Digital Nomads, and Investors legally minimize their global tax burden and protect their wealth. - Join Amazon's best-selling author, Derren Joseph, in exploring the offshore financial world. SUBSCRIBE TO OUR CHANNEL FOR MORE FREE INFORMATION: ------------------------------------------------...

[ Offshore Tax ] Let's talk about US retirement account contributions while working abroad The IRA distribution rules for U.S. citizens living abroad are the same as those for citizens residing stateside. Whether you can contribute to your regular or Roth IRA while living abroad depends on your foreign income and the exclusions and deductions you claim, namely the foreign earned income exclusion (FEIE) or foreign housing exclusion. To contribute to an IRA while living abroad, you must have income left over after deductions and exclusions. If you exclude all of your income with the FEIE and have no other sources of earned income, you are not eligible to contribute to an IRA. However, if you only exclude part of your income or claim the foreign tax credit (FTC) instead, you may still be able to contribute to an IRA. TIMESTAMPS: 0:00 INTRO 0:10 End of service in Saudi Arabia 1:10 Investing in ROTH as a US ex-pat 2:40 SEC rules for US ex-pats 4:20 US retirement account c...

Are you considering a Defined Benefit pension transfer but are put off by the cost of advice? In this video, we dive into why Defined Benefit pension transfer advice is so expensive and why investing in proper advice is essential to secure your retirement future. In this video, we will take you through the intricacies of the transfer process and the behind-the-scenes work involved in securing your pension assets. From fact-finding meetings and LoA's to dealing with pension service investigations and chasing down missing information, it's clear that transferring a Defined Benefit pension is not a simple task. But the cost of advice is not just for show. Regulated advisory firms incur overhead costs from regulators and parent companies, while professional indemnity insurance protects against potential litigation from clients in the future. Additionally, as the market for Defined Benefit pension transfer advisors shrinks, the remaining firms must shoulder an ever-growi...

It's a simple life, with simple pleasures. Living on Siargao island is paradise when the sun is shining and we get to hang out together as a family. Our names are Jmayel, Sacha & Story. We traveled to the Philippines Siargao island and fell in love with island life, now we want to make that life more permanent. Follow us on this journey :-) ⏹️OUR MERCH STORE: 🥗Free Vegan Recipe Book : 🥗 📷SACHA'S INSTAGRAM: 📷J'S INSTAGRAM: 🔴URGENT: YouTube won’t show you our NEW videos UNLESS you 🔔 TURN ON NOTIFICATIONS🔔 🔓YOUR NAME IN THE VLOG 👨‍👩‍👧 NEW HERE? WE'RE A FAMILY FRIENDLY VLOG Sacha, Jmayel, Story & Poppy are a Vegan family currently living in the Philippines. Creating a peaceful vlog about travel, family and life. ▶ FAQ'S ➡️ Q: Where Do You Live? ⏹️ A: SIARGAO Island Philippines (Surigao Del Norte) ➡️ Q: ...