Timothy Sumer

One of the key financial decisions facing older Americans is when to claim Social Security retirement benefits. The timing affects how much they will receive for the rest of their lives. Unfortunately, most people do not claim Social Security at their optimal age but instead claim too early. 🔔 Subscribe for all things retirement, investment, tax, & estate planning ✅ I've also broken down some other important information regarding Social Security here: ✅ If you enjoyed this video, checkout our Tax-Smart Planning Playlist: ✅ Or check out our Weekly Market Recaps here: 🆓 If you want to UNWIND your wealth, download our Retirement MEGA Pack which includes a flowchart, checklist, and EBook all about unwinding wealth and evaluating your investments: Let’s connect 🙋‍♂️: ✔️ Twitter ✔️ LinkedIn ✔️ Facebook ✔️ Instagram Check us out on your favorite 🔊Podcast Platform 🔊: Spotify, Apple or Google Podcast, search WEALTH PROGRAMMED and give us a FOLLOW!

Stupid MAGI for ROTH IRA Contributions 🔔 Subscribe for all things retirement, investment, tax, & estate planning Are you over age 50 and need retirement help? 🤝 Schedule a free consultation ✅ If you enjoyed this video, check out our retirement planning Playlist: ✅ I've also broken down some important information regarding Social Security here: 🆓 If you want to UNWIND your wealth, download our Retirement MEGA Pack, which includes a flowchart, checklist, and EBook all about unwinding wealth and evaluating your investments: Let’s connect 🙋‍♂️: ✔️ Twitter ✔️ LinkedIn ✔️ Facebook ✔️ Instagram Check us out on your favorite 🔊Podcast Platform 🔊: Spotify, Apple, or Google Podcast; search WEALTH PROGRAMMED and give us a FOLLOW! Not ready yet? No problem... Sign up for our Monthly Newsletter here 👉 Finance tools I find helpful and use routinely: 🧮 📊 🔎 DISCLAIMER: The information provided in these videos is only to be considered help

Americans saw a number of changes to their retirement savings plans when the Setting Every Community Up for Retirement Enhancement Act, or the SECURE Act, was passed in late 2019. Lawmakers at the time said they weren't done and have since proposed more changes. Well, Congress is back with some more changes. This easily passed in the House and now is up to the Senate. Make sure these changes positively impact your future. Subscribe to the monthly WEALTH WOD Newsletter here: If you want to learn more about financial planning check out the homepage. For all my DadBod fitness go follow me on Instagram. For more great content and even great drawings go connect with me on LinkedIn: Have the urge to read and learn more about finance? Check out the blog. DISCLAIMER: The information provided in these emails is only to be considered helpful hints and education. Nothing said or shown in any of these emails is to be misconstrued as specific tax, legal or investment adv

🔔 Subscribe for all things retirement, investment, tax, & estate planning ✅ If you enjoyed this video, check out our retirement planning Playlist: ✅ I've also broken down some important information regarding Social Security here: 🆓 If you want to UNWIND your wealth, download our Retirement MEGA Pack, which includes a flowchart, checklist, and EBook all about unwinding wealth and evaluating your investments: Let’s connect 🙋‍♂️: ✔️ Twitter ✔️ LinkedIn ✔️ Facebook ✔️ Instagram Check us out on your favorite 🔊Podcast Platform 🔊: Spotify, Apple, or Google Podcast; search WEALTH PROGRAMMED and give us a FOLLOW! Are you over age 50 and need retirement help? 🤝 Schedule a free consultation Not ready yet? No problem... Sign up for our Monthly Newsletter here 👉 Finance tools I find helpful and use routinely: 🧮 📊 🔎 DISCLAIMER: The information provided in these videos is only to be considered helpful hints and education. Nothing said

Roth IRA Ordering Rules. This is a clip from How To Protect Your Roth IRA Video Here : 🔔 Subscribe for all things retirement, investment, tax, & estate planning ✅ If you enjoyed this video, check out our retirement planning Playlist: ✅ I've also broken down some important information regarding Social Security here: 🆓 If you want to UNWIND your wealth, download our Retirement MEGA Pack, which includes a flowchart, checklist, and EBook all about unwinding wealth and evaluating your investments: Let’s connect 🙋‍♂️: ✔️ Twitter ✔️ LinkedIn ✔️ Facebook ✔️ Instagram Check us out on your favorite 🔊Podcast Platform 🔊: Spotify, Apple, or Google Podcast; search WEALTH PROGRAMMED and give us a FOLLOW! Are you over age 50 and need retirement help? 🤝 Schedule a free consultation Not ready yet? No problem... Sign up for our Monthly Newsletter here 👉 Finance tools I find helpful and use routinely: 🧮 📊 🔎 DISCLAIMER: The information pr

High inflation can hurt your wealth-building journey. Having some solid tactics to combat high inflation can be really valuable as inflation increases the cost of goods. Inflation is not transitory at this point and could increase your costs by more than you are comfortable with. Inflation has made stocks volatile and there are some strategies to help take advantage of the down market. Subscribe to the monthly WEALTH WOD Newsletter here: If you want to learn more about financial planning check out the homepage. For all my DadBod fitness go follow me on Instagram. For more great content and even great drawings go connect with me on LinkedIn: Have the urge to read and learn more about finance? Check out the blog. DISCLAIMER: The information provided in these emails is only to be considered helpful hints and education. Nothing said or shown in any of these emails is to be misconstrued as specific tax, legal or investment advice. Consult with your tax, legal or invest