Timothy Sumer

The IRS is again delaying some of the RMD rules for inherited IRA beneficiaries. There have been a few changes over the last few years so here's a quick recap. Dave Zoller, CFP® 🍀Get The 5-Minute Retirement For Free🍀 ❤️[MY FAVORITE retirement planning SOFTWARE + VIDEO WALKTHROUGH]❤️ My Favorite Retirement Calculator w/ no video walk-through 🎯REACH OUT FOR A FREE retirement planning SESSION🎯 00:00 Intro 00:30 Quick Recap 00:46 Changes in the past few years 01:35 The Negative of no stretch rule 02:00 One nice thing they did 02:27 Recent Change and delay from this year 03:29 How inherited IRAs can impact your income plan ----------------------- POPULAR RETIREMENT VIDEOS 3 Reasons To Retire ASAP 7 Things Happy Retirees Do Well. retirement planning Tips From Recent Retirees High Net Worth Retirement is Different 3 Lies That Could Delay Your Retirement 3 Must-Have Assets When retirement planning . ----------------------- #retirement #howmuchto

THIS Is The Best Way to Invest for Retirement (Roth 401(k) vs Traditional) Today, we're diving into the age-old question of whether to save for retirement using a Roth 401(k) or a Traditional 401(k). I'm here to break down these two options and shed some light on what they mean for your hard-earned money. Ramsey Investing Hub: EveryDollar Budget Deal: I love a good deal, when you sign up using this link, I’ll hook you up with a 14-day free trial and $15 off your first year of the premium version of EveryDollar. George Kamel is a personal finance expert and co-host of The Ramsey Show. Following Ramsey’s proven money plan, George went from negative net worth to a millionaire in under 10 years. His goal is to help people spend less, save more, and avoid money traps so they can live a life with more margin, options and freedom. This channel will simplify complex money topics, bust money myths with actual facts, and debunk the stupid financial advice you're s

Should you rollover your 401K or IRA to a Gold IRA? Discover if transitioning your 401k or IRA to gold and silver aligns with your financial objectives by joining our online seminar. Register here: ✅ The decision to shift your 401k or IRA to gold is a personal one, influenced by your financial aspirations, risk appetite, and investment approach. Gold, often regarded as a "safe haven" asset, can offer a buffer against inflation and currency volatility, and can contribute to diversifying your portfolio. However, keep in mind that unlike stocks or bonds, gold does not yield income, and its value is purely driven by market demand, which can be unpredictable. Furthermore, transitioning your retirement funds into a gold IRA may involve fees and tax consequences. Before making such a decision, it's advisable to seek guidance from a financial advisor or investment professional to ensure it fits into your comprehensive financial strategy. Remember, all investments

V I D E O S T O W A T C H N E X T: 👉 How To Properly Select Your Business Entity 👉 Why Us? Any Questions? Contact us at: joe@shorefp.com ___________________________________________ Subscribe for Financial Advice and Tax Planning Strategy! ___________________________________________ #money #shorts #short #youtubeshorts #youtube #investing #investment #invest #finance #moneymanagement #smallbusinessowner #investing101 #financialfreedom #finance #viral #video #trending #trendingshorts #rothira #401k #403b #moneytips #moneymindset #financialliteracy #financialeducation #moneymaking #retirementplanning #retirement #stockmarket #stocks #wallstreet #wallstreetbets #bitcoin #finance101 #investor #moneytips #moneymindset #viralvideos #youtubevideo #youtuber... ( 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 Slash Your Taxe

If you’re like a lot of our clients, you are trying to achieve a 10 out of 10 confidence level about your ability to retire - anything less than that is less than ideal, right? Well, if that’s true, then you can’t ignore this one important piece of your retirement plan: your retirement income withdrawal strategy. Dave Zoller, CFP® ❤️[MY FAVORITE retirement planning SOFTWARE + VIDEO WALKTHROUGH]❤️ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor 🎯REACH OUT FOR A FREE PLANNING CALL WTH ME🎯 00:00 Level 10 Confidence 00:25 2 Years out from retirement 01:49 What could he have done differently? 02:30 Order of Importance: Step 1 03:44 Step 2: The Income Plan 04:13 401k Allocation: One thing they could have done differently 05:32 Recap 👨‍👩‍👧‍👦The Family Planner👨‍👩‍👧‍👦 Make Life Easier For Your Family 🌄 Find Your Purpose In Retirement 🌄 🍀Get The 5-Minute Retirement For Free🍀 🙏 [MAXIMIZE PHILANTHROPY CALL]🙏 Maximize your i

Navigating a 401k rollover from a previous employer can be complex. In this video, we explore the critical timelines and options for those who have and have not received a distribution. Whether you're considering leaving your 401k with your ex-employer or rolling it over to an IRA or new employer's plan, we break down the choices and potential pitfalls. Watch to learn more about this essential aspect of retirement planning . Schedule a phone or video appointment: Subscribe to our channel: for fresh content regularly on the topics of • retirement planning •INVESTMENT MANAGEMENT, and •LONG-TERM WEALTH MANAGEMENT Email (Clark): clark@clarkatterbury.com Email (Keeley): keeley@clarkatterbury.com Web: https//www.clarkatterbury.com Connect with us on social media: Facebook: LinkedIn: Representatives are registered with and offer only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment adviso

Here’s a retirement planning tip you probably haven’t heard before. If you can do it, you’ll be doing something I believe that 99% of people DON'T when planning their retirement. I believe this because you don’t hear this tip very much at all when talking to advisors or when searching the internet for retirement strategies and planning techniques. And it could be one of the things that help you make sure you have a retirement you're excited about. Dave Zoller, CFP® ❤️[THE DIY "DO IT YOURSELF" RETIREMENT PLANNNER]❤️ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor 🎯REACH OUT FOR A FREE PLANNING CALL WTH ME🎯 🍀Get The 5-Minute Retirement For Free🍀 👨‍👩‍👧‍👦The Family Planner👨‍👩‍👧‍👦 Make Life Easier For Your Family 🌄 Find Your Purpose In Retirement 🌄 🏝My Favorite Retirement Calculator 🏝 ➡️ [MAKE RETIREMENT MORE EXCITING] ----------------------- ⬇️ ⬇️ ⬇️ POPULAR RETIREMENT VIDEOS 7 Things Happy Re

We may recommend NOT retiring yet if we see these 5 things during the planning stage. But the good news about these is that they can be fixed quickly. Dave Zoller, CFP® Retirement Purpose Guide Flourish Rwanda 🎯REACH OUT FOR A FREE retirement planning SESSION🎯 ❤️[MY FAVORITE retirement planning SOFTWARE + VIDEO WALKTHROUGH]❤️ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor My Favorite Retirement Calculator w/ no video walk-through 🍀Get The 5-Minute Retirement For Free🍀 👨‍👩‍👧‍👦The Family Planner👨‍👩‍👧‍👦 Make Life Easier For Your Family 🌄 Find Your Purpose In Retirement 🌄 00:00 The 5 Things 01:06 Part Financial and Part Non-Financial 01:47 1 - Running From Something? 02:40 Retirement Depression 03:30 Important Questions to Answer 05:09 Example of how one retiree found purpose 06:33 2 - Are you currently getting the"3 Cs" 08:00 Making a gradual transition? 09:12 3 - If you have more control over

The Secure Act 2.0 signed a lot of changes into law that impact retirement savings and withdrawal rules. However, because so many people in their 50s and 60s wish they had more money in the ROTH accounts, I’ll focus on what the changes mean to ROTH IRAs and a few ways you might be able to get more into those accounts. Dave Zoller, CFP® 🎯REACH OUT FOR A FREE PLANNING CALL WTH ME🎯 ❤️[THE DIY "DO IT YOURSELF" RETIREMENT PLANNNER]❤️ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor 👨‍👩‍👧‍👦The Family Planner👨‍👩‍👧‍👦 Make Life Easier For Your Family 🌄 Find Your Purpose In Retirement 🌄 🍀Get The 5-Minute Retirement For Free🍀 🏝My Favorite Retirement Calculator 🏝 ➡️ [MAKE RETIREMENT MORE EXCITING] ----------------------- ⬇️ ⬇️ ⬇️ POPULAR RETIREMENT VIDEOS 7 Things Happy Retirees Do Well. retirement planning Tips From Recent Retirees Why Delaying Retirement Might NOT Be a Good Idea Is The S&P All I Ne

Rick Kahler, CFP, resides in Rapid City, South Dakota and is a fee-only financial planner. He is the co-author of "The Financial Wisdom of Ebenezer Scrooge". Learn more at ... ( 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 Avoid Costly IRA Mistakes An Individual retirement account (IRA) is a valuable tool in building a secure financial future. It offers tax advantages and the potential for significant growth over time. However, there are several IRA mistakes that individuals can make, leading to unnecessary costs and missed opportunities. To ensure you make the most of your IRA, it's important to be aware of these common mistakes and take steps to avoid them. Firstly, one of the costliest mistakes IRA holders make is failing to maximize their contributions. Contributions to traditional IRAs are tax-deductible, and contribut

Full retirement age, also called normal retirement age, was 65 for many years. In 1983, Congress passed a law to gradually raise the age because people are living longer and are generally healthier in older age. These changes have led to many people being confused about what their full retirement age is to receive 100% of their social security benefits In this Retirement Tuesday Tip video we will help you know what your Full Retirement Social Security Benefit age is based on the year you were born. 🔴 SUBSCRIBE for more FREE tips: ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 🤝BECOME ONE OF OUR HIGH VALUED CLIENTS: It only takes 2 steps 1. Complete an application. ➡️ 2. Once application is complete, take our Color of Money Risk Analysis to help us assess your overall risk tolerance. ➡️ Wish to Schedule an Appointment with the Retirement Education Center ➡️ Want to learn more? Watch our 1 hour Retirement Income MasterClass ➡️ Want to learn how to avoid 401(k) rollover mistakes?

The recession is here, and businesses are hurting. But in reality, this is the greatest opportunity to start a business--some of the biggest businesses now were started in a recession! Here are four business ideas that cost $0 and could make you millions in this recession. And if you've got any questions about any of the content that I covered in this video, just leave a comment with the hashtag “#heysabri​'' in the comment section. --------- 🔥 🚀 Coaches, Consultants And Service Businesses 🔥 🚀 FREE Training Reveals: The 5-step 'selling system’ we use to flood businesses with 50+ high-value clients in 42-days or less. 👉 Check out the FREE training here: ✅ 👉 Subscribe to my channel: 👉 Website: 📲 Find me on 👉 Instagram: 👉 Facebook: 👉 TikTok: #recession #businessbuilding #entrepreneurmindset #advice #mindset #motivation #wealthbuilding #businessadvice #entrepreneuradvice #Business #businesstips #entrepreneur #entrepreneurmotivation #entre

Welcome to Ajamouja, your go-to channel for all things finance, investing, and retirement planning! In this video, we tackle a crucial question: "Should You Change Your 401(k) Investments?" We'll explore the factors to consider when making decisions about your retirement portfolio. Whether you're a seasoned investor or just starting, don't forget to subscribe to Ajamouja for more valuable insights to secure your financial future. Let's dive in and make the most of our 401(k) investments together!... ( read more ) LEARN MORE ABOUT: 401k Plans REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing Should You Change Your 401k Investments? A 401k plan is a popular retirement savings vehicle offered by many employers, allowing employees to save for their golden years in a tax-advantaged manner. While contributing to a 401k is a smart financial move, choosin