Timothy Sumer

You have questions, Tom has answers! Send us topics and questions at or email us at asktom@talkmoneywithtom.com Visit Our Website: To book an introductory meeting with Tom: Tom Vaughan is a Certified Portfolio Manager and CEO of Retirement Capital Strategies. Retirement Capital Strategies is a registered investment advisor located in San Jose, California. DISCLAIMER: The opinions voiced in these presentations are for general information only and are not intended to provide specific advice or recommendations for any individual(s). The information provided herein is obtained from sources believed to be reliable, but no reservation or warranty is made as to its accuracy or completeness. Tom Vaughan and Retirement Capital Strategies are not responsible for investment actions taken by viewers. For more details, please read our full disclaimer at #investmentincome #retirementplanning #retirementsavings #retirementgoals #investmentstrategy #talkmoneywithtom #investing #...

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: IRA Accounts INVESTING IN A GOLD IRA: Gold IRA Account INVESTING IN A SILVER IRA: Silver IRA Account REVEALED: Best Gold Backed IRA https://inflationprotection.org/big-change-to-roth-iras-s-coming-how-to-find-it/?feed_id=61181&_unique_id=63c6045f9a098 #Inflation #Retirement #GoldIRA #Wealth #Investing #2023529rules #2023rothira #2023rothirarules #529plan #529planrules #529rulechanges #financialadvisor #financialadvisoradvice #financialeducation #financialplanner #FinancialPlanning #financialplanninghelp #Retirement #retirementaccou...

Retire at 55 with 401k Rule of 55 or IRA Rule 72T || Retire at 55 In this video, I want to discuss the 401k Rule of 55 and the IRA Rule of 72T. What is the rule of 55? The rule of 55 allows anyone with a 401k to use their 401k for retirement income if they are terminated, leave their job, or retire in the year they turn 55 or later without incurring a 10% penalty for being under the age of 59.5. If you are wanting to retire at 55 or doing retirement planning at 50 then understanding the rule of 55 and how that correlates to your 401k and retirement income is imperative for your retirement planning . I also want to discuss a 72T. A 72T is a way for someone who wants to retire with an IRA to use their IRA for retirement income and avoid the 10% penalty that comes from an IRA withdrawal under the age of 59 1/2 **Free Retirement Download: The Roadmap to Retirement:** 📊 Retirement income strategies and retirement income planning are two big pieces to anyones r...

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: IRA Accounts INVESTING IN A GOLD IRA: Gold IRA Account INVESTING IN A SILVER IRA: Silver IRA Account REVEALED: Best Gold Backed IRA https://inflationprotection.org/payoff-mortgage-or-invest-instead/?feed_id=50709&_unique_id=639dbe95a959c #Inflation #Retirement #GoldIRA #Wealth #Investing #buyinghouse #daveramsey #financialadvisor #financialadvisoradvice #financialplanner #payoffmortgageinvesting #personalfinance #personalfinance101 #personalfinanceforbeginners #personalfinancemanagement #personalfinancetips #realestate #realestatei...