Timothy Sumer

Welcome! In this video we'll be going over how to utilize a trust as a beneficiary of an IRA. Subscribe to be notified of future postings! For more information visit our website: and be sure to connect with us on Linked In: DISCLOSURE: The views expressed in this presentation represent the opinions of Carmichael Hill and are not intended to predict or depict performance of any investment. The views expressed are subject to change based on market conditions and other factors. These views should not be construed as a recommendation for any specific security or sector. Investing involves risks, and the value of your investment will fluctuate over time and you may gain or lose money. Please consult with your financial advisor to determine which investment strategy is best for you. Past performance is no guarantee of future results.... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: Gold IRA Account TRANSFER IRA TO SILVER: Silver...

Welcome! In this video we'll be going over the step by step process of how to rollover your 401(k) to and IRA. Referenced Videos: - What to do with your 401(k) when you leave your employer? What are my options? Subscribe to be notified of future postings! For more information visit our website: and be sure to connect with us on Linked In: DISCLOSURE: The views expressed in this presentation represent the opinions of Carmichael Hill and are not intended to predict or depict performance of any investment. The views expressed are subject to change based on market conditions and other factors. These views should not be construed as a recommendation for any specific security or sector. Investing involves risks, and the value of your investment will fluctuate over time and you may gain or lose money. Please consult with your financial advisor to determine which investment strategy is best for you. Past performance is no guarantee of future results.... ( read more ) ...

When considering which assets to leave your beneficiaries, there's one asset that's loaded with taxes: IRAs. Inheriting an IRA is very different from inheriting a Roth IRA. In fact, without proper planning, as Peter Richon with Richon Planning explains to Erin Kennedy, the #irs may end up being your largest beneficiary! Distributions from an inherited Roth account are both tax and penalty free, which means you won't saddle your heirs with a heavy tax burden during their prime earning years. If you have any questions about your financial legacy, or if you'd like to learn more about strategic tax planning to ensure your family receives the most tax-efficient gift possible, please feel free to reach out to Peter by calling (919) 300-5886 or by visiting #taxplanning #wealthmanagement #rothira 💰💰💰 Financial confidence through educated planning💰💰💰 Be SMART with your money with Peter R...

Welcome! In this video we'll be going over Inherited Roth IRA Rules for Surviving Spouses and Children. Subscribe to be notified of future postings! For more information visit our website: and be sure to connect with us on Linked In: DISCLOSURE: The views expressed in this presentation represent the opinions of Carmichael Hill and are not intended to predict or depict performance of any investment. The views expressed are subject to change based on market conditions and other factors. These views should not be construed as a recommendation for any specific security or sector. Investing involves risks, and the value of your investment will fluctuate over time and you may gain or lose money. Please consult with your financial advisor to determine which investment strategy is best for you. Past performance is no guarantee of future results.... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: Gold IRA Account TRANSFER IRA TO SILVER: Si...

Retirement planning is an important part of securing your future. To ensure you are putting away enough for your future, why not consult a specialist? For those of you asking “How much should I contribute to my 401k?”, we have the answers. Book a meeting with us and discover how you can maximize your retirement savings with our specialized services. Let us help you plan for your long-term financial future! Call 707-653-0527 Book a session: Dangers of 401k, Download this report: How Much is Your 401k Costing You? Download our Ebook: How to Fund Your Worry-Free Retirement 5 Financial Planning Check-ins for Busy Women and Caregivers Retirement Income Planning Tool Live With Dignity: ... ( 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 When it comes to saving for retirement, one of the most important steps you can take is ...