Timothy Sumer

Retirement Income Strategy for 61 Year Old With $1,200,000 || Social Security & Roth IRA Conversion Buy Our Book: In this video I want to go through a Retirement Income Strategy for a 61 year old with $1,200,000 in retirement savings and retirement investments. In this retirement strategy, the couple is asking "Can I Retire", but also asking, "when should we collect our social security benefits," and "what about taxes?" Social Security benefits claiming strategies ( are essential to anyone's retirement planning and need to be carefully planned out. TAXES are also a HUGE component to a retirement planning strategy and need even more attention than Social Security ( 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 pl

There can be a huge difference between what you should do for your financial planning while you're working vs. when you're retired. A new company, @retirable has stepped in to fill that gap and help more people protect their retirement. We talked to their own Nick Mancuso, who gave us a treasure trove of tips and insights. We talked about the biggest retirement mistakes, the importance of financial planning, changes to Social Security and Medicare, and so much more! *Affiliate Disclaimer* at the end of the episode Nick does mention reaching out to them via the email nj-life@retirable.com. We do have a referral partnership with them, so we may receive compensation for you reaching out to them via this email. They did not pay to appear on this podcast or sponsor it. We do have a longstanding relationship with them and respect their expertise. Listen to the podcast on Spotify, Apple Podcasts, and more! Search “Talking Retirement” to take the podcast with you everywher

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

What are the best investment options in the UAE for under 1000 AED? We shall talk about the simple investment options for people in Dubai in order to make some additional passive income - these 6 options are great for any income class as they dont require much investment ticket size. We shall be discussing options like National Bonds, Smart crowd, SARWA, PSX, RDA/NPC & Gold. 🌍 Visit the website for updates: 💌 newsletter: ----------------------------------------------------------------------------------------------------------------------------------------- 💡 For GCC residents: Invest in SARWA with this link and get 💰 $50 as referral bonus once you fund your new SARWA invest account by clicking here: & Using Promo code: "WALI" with minimum investment of USD 2500. ----------------------------------------------------------------------------------------------------------------------------------------- 🏠 In case you are interested to invest in a crowd