Timothy Sumer

#insurancefmo #insuranceagent #medicaretraining Happy early Groundhogs Day! You need to be well versed in Social Security if you want to be a Medicare expert. In today's episode, Sylvia Gordon is talking all things 401k and Social Security retirement. What are the different ways that your clients can be affected by drawing SS early? Hint: there's a lot. Tune in to find out. Reach out to us at Gordon Marketing or contact your marketer for Gordon Marketing's Medicare and Social Security Cheat Sheet. Follow our NEW podcast! Spotify - Google Podcasts - YouTube : KEEP UP TO DATE!!! Follow us on social media. Facebook: LinkedIn: Instagram: Twitter: Produced by Family Goat Multimedia Studio Gordon Marketing 20236 Hague Rd Noblesville, IN 46062 www.GordonMarketing.com (800) 388-8342... ( read more ) LEARN MORE ABOUT: 401k Plans REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN S

401k or Simple IRA? Which is better? 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 TRANSFER IRA TO GOLD: Gold IRA Account TRANSFER IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA When it comes to retirement savings plans, two of the most popular options available are the 401k and the Simple IRA. While both plans have advantages and disadvantages, the 401k tends to offer a few key benefits that make it a better choice for many working Americans. Below are four reasons why the 401k is often considered the superior option: 1. Higher contribution limits: One of the biggest

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. Intro 0:00 - 0:52 Preview 0:52- 1:49 What you're here for 1:49 - 11:18 #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 Roth IRA Explained Simply 2023 Saving for retirement is an essential component of personal financial planning. One valuable tool for saving for your golden years is the Roth IRA. Unfortunately, many people are intimidated by this type of retirement account . This article will walk you through the basics of the Roth IRA in simple terms. What is a Roth

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. Russell's Reserve Review 0:00 - 1:17 Intro To Topic 1:18 - 5:25 Email 1 5:44 - 8:20 Email 2 8:26 - 9:50 Email 3 9:52 - 10:44 Email 4 10:45 - 13:22 Email 5 13:27 - 16:28 Final Thoughts 16:29 - 19:07 #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 Data-Driven Financial Tips: Insights from 89,000 Client Emails Jazz After Dark recently released a report on data-driven financial tips based on insights gathered from 89,000 client emails. The report offers valuable insights

Can I Retire at 51 with $875,000 in Retirement Savings? YES! If you're approaching your 50s with $800,000 in retirement savings, you may be wondering if it's enough to retire comfortably. In this video, we'll explore the different factors that can impact your retirement planning and help you determine if you can retire at 50, retire at 55, or retire at 60 with your current retirement savings. By the end of this video, you'll have a better understanding of how to evaluate your retirement readiness and make informed decisions about your financial and retirement future. Whether you're planning to retire soon or just starting to save for retirement, this video is a must-watch for anyone looking to make the most of their retirement savings. **Free Retirement Download: The Roadmap to Retirement:** 📊 Retirement income strategies and retirement income planning are two big pieces to anyones retirement planning calculator. Whether you are wanting to

The Inherited IRA rules are confusing! **This video is not tax advice and if you're looking for advice you should seek an expert.** Thanks for watching! 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 TRANSFER IRA TO GOLD: Gold IRA Account TRANSFER IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA For individuals who have inherited an IRA, the new rules that have come into effect this year have created some confusion and frustration, especially as custodians are finding it challenging to provide clarity around the rules. The new rules, which were implemented as part of

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 ABOUT: Investing During Inflation REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing In times of economic uncertainty, people often turn to gold as a safe-haven investment. With the current state of the global economy, many are wondering whether now is the time to buy gold. Gold has long been considered a store of value and a hedge against inflation. It's a tangible asset that doesn't rely on the performance of stocks or currencies, making it a popular choice for investors lookin

Stick around to learn about when it is best to do a Roth Conversion, how much to convert, and much more! Thanks for watching! If you enjoyed the video, please subscribe to the channel for weekly content! Here are a few ways that we might be able to help; 1. Watch our free educational videos here on our YouTube Channel 2. Like the Money Evolution Facebook Page. Additional investment and retirement planning content, including Live Stream Market, updates not on the YouTube Channel. 3. Our WealthVision Comprehensive Financial Plan: 4. Learn more about our retirement planning Course The Retirement Time Machine Tracking: 419013-1... ( 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 Mapping Your Roth Conversion Timeline: A Step-by-Step Guide Roth conversions can be a powerful tool for tax planning and retirement savings. By converting tradit

Happy Transfer Tuesday everyone! In today's video I'm going to show you all how I've moved money towards my financial goals. I hope you all enjoy the video and be sure to let me know in the comments if you like these types of videos! Pros and Cons of the Roth IRA: Shoutout to @PenniesNotPerfection for starting Transfer Tuesdays! Instagram: Optional support 🍣 : #transfertuesday #savingmoney #financialgoals... ( 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 As Transfer Tuesday rolls around, one Roth IRA owner has reason to celebrate: they are closing in on having $100,000 saved in their account. This is a huge milestone for anyone planning for retirement, and it's no wonder they want to make a big transfer. A Roth IRA is an individual retirement account that differs from traditional IRAs in that contributions to the acco

5 Benefits To A Roth IRA #shorts #retirement #financialfreedom 5 Benefits to Investing In A Roth IRA 1. Tax Free Retirement Income 2. Tax Free Investments Growth 3. Continued Contributions (This is $6,500 for 2023) 4. Access to Contributions before age 59.5 5. No Required Minimum Distribution **Free Retirement Download: The Roadmap to Retirement:** 📊 Retirement income strategies and retirement income planning are two big pieces to anyones retirement planning calculator. Whether you are wanting to know strategies for " retirement planning at 30", " retirement planning at 40", " retirement planning at 50", or even " retirement planning at 60" understanding how much retirement income that you want versus how much you need gives you a roadmap to follow to and through retirement. Here at Pearl Wealth Group, we run a trademarked retirement investment and retirement income plan for individuals and families who are wanting to reti

Retirement Strategy at 60 with $1,500,000 || Protecting Retirement Savings In this livestream we are going to look at a 60 year old couple asking the question, "Can I Retire" and wanting to do retirement planning at 60. We are also going to look at 3 specific retirement strategies: Can I Retire now, Roth IRA Conversion strategy, & How to protect Retirement savings. **Free Retirement Download: The Roadmap to Retirement:** 📊 Retirement income strategies and retirement income planning are two big pieces to anyones retirement planning calculator. Whether you are wanting to know strategies for "retirement planning at 30", "retirement planning at 40", "retirement planning at 50", or even "retirement planning at 60" understanding how much retirement income that you want versus how much you need gives you a roadmap to follow to and through retirement. Here at Pearl Wealth Group, we run a trademarked retirement

How will the SECURE Act 2.0 Impact Your Finances? Top 10 important changes and how they may impact your retirement. University of Holistic retirement planning Online Course Download Free Information: ... ( 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 The SECURE Act 2.0 is a proposed extension to the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019. The new legislation includes significant changes to retirement planning that adjust current policies to better suit the changing workforce. One of the most notable changes in the SECURE Act 2.0 is the expansion of retirement savings options for more types of workers. The bill would allow long-term part-time workers, including those who work as little as 500 hours a year, to participate in retirement savings plans. This would provide greater access to pension plans

Today we're going over a few different mistakes that we see people make with Roth IRAs! Before we get to the topic, we now have a show sponsor! We are proud to partner with Flaviar! If you've been following us for a while, you know we've been big fans of Flaviar since we found them. Flaviar link to support Jazz Wealth: *** **** Use promo code Jazz5 to save 5%. Sure, it's not $10 off but TECHNICALLY that could be worth more than $10. As always, we appreciate your support! "Flaviar is a completely personalized online Spirit subscription service that lets people try premium Spirits from the comfort of their homes. We’re a band of Spirits enthusiasts, inspired by culture, rich history, and the art of distillation. We forage the World of Spirits for the finest, rarest, and most unique expressions out there and pack it all into a 21st-century Members Club. We’re on a mission to help you taste new things more often by: ● Helping you discover new favorites wit

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 TRANSFER IRA TO GOLD: Gold IRA Account TRANSFER IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA https://inflationprotection.org/4-must-haves-for-your-2023-financial-plan/?feed_id=60411&_unique_id=63c312a0cf96e #Inflation #Retirement #GoldIRA #Wealth #Investing #2023financialgoals #2023goals #budgetingtips #financialgoals #financialgoals2023 #financialplan #financialplan2023 #financialplanning2023 #howtobudget #howtoinvestinstocks #howtosavemoney #investingforbeginners #personalfinance #personalfinance101 #persona

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 TRANSFER IRA TO GOLD: Gold IRA Account TRANSFER IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA https://inflationprotection.org/secret-strategy-for-owning-stock-in-your-401k-net-unrealized-appreciation/?feed_id=59900&_unique_id=63c11743a3432 #Inflation #Retirement #GoldIRA #Wealth #Investing #401kstockstrategy #401kStrategy #companystockmanagement #companystockoptionsexplained #financialadvisor #FinancialPlanning #financialplanning2023 #netunrealizedappreciation #netunrealizedappreciation401k #netunrealizedapprec

The secure act has many changes coming to your retirement accounts. Today we'll break that down AND YOU'LL BE ABLE TO HEAR ME! 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 TRANSFER IRA TO GOLD: Gold IRA Account TRANSFER IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA https://inflationprotection.org/big-changes-coming-to-your-retirement-accounts-529-plans-secure-act-2-0/?feed_id=59389&_unique_id=63bf1bb88bae1 #Inflation #Retirement #GoldIRA #Wealth #Investing #401kchanges #529changes #FinancialPlanning #financialplanning2023 #financialplanninghelp #