Timothy Sumer

... ( 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 1 Roth IRA & 1 IRA Rolled Out of Vanguard to a Fixed Index Annuity: A Smart Retirement Strategy As retirement draws nearer, it becomes crucial to make strategic decisions regarding your savings and investments. One such decision could involve rolling over your existing Individual retirement account (IRA) and Roth IRA from Vanguard to a Fixed Index Annuity (FIA), offering the potential for growth while providing a secure and predictable income stream during retirement. In this article, we will explore the benefits of this strategy and shed light on the merits of utilizing FIAs in retirement planning . First and foremost, what is a Fixed Index Annuity? It is a type of annuity contract that guarantees the return of the principal investment while offering the opportunity for gro

Here is a question I hear often – when is the best time to obtain a fixed annuity? By no means is there an exact science to timing as is also true for the amount for a fixed annuity. It is based on your individualized circumstances. And you don’t have to be approaching or in retirement to need a fixed annuity. Let’s learn the different ways and at which time a fixed annuity can be instrumental to you, whether in retirement or not in retirement. So, watch the video till the end to learn when a fixed annuity may be needed for purposes other than retirement. Please Subscribe and don't forget to press the bell, 🔔, like, comment and share. Stay safe and love all. 😍😘 Table of Contents: 00:00 - Introduction 01:13 - Type of Fixed Annuity While In Retirement 01:55 - Types of Fixed Annuities When Approaching Retirement 03:58 - Situation where Fixed Annuities are Right at Any Age 05:56 - What about a Fixed Annuity For Tax Planning? 06:56 - Fixed Annuities

Multi-year guaranteed rate annuities are often compared to CDs, and when looking at them as an overall strategy for your retirement plan , it's worth understanding what they are and how they can be beneficial. Annuity Education: #Annuity #retirementplanning #TroySharpe Working with a CFP® professional can be an important step toward reaching your financial goals. Not only do these advisors meet rigorous education and experience requirements, but they are also held to some of the highest ethical and professional standards in the industry. Education CFP® professionals must master nearly 100 integrated financial planning topics, including: - Investment planning - Tax planning - Retirement planning - Estate planning - Insurance planning - Financial management In addition to completing a comprehensive financial planning curriculum approved by the CFP Board, or equivalent academic coursework, CFP® professionals are required to complete continuing education coursework,

Television, Facebook, Instagram, TikTok, your friendly neighborhood plumber, they're ALL the best news sources...we wouldn't want to disagree with you. All we're asking is, can you trust EVERYTHING they've told you about annuities? Stick around to hear Tom run through some questions you might want to ask before believe that annuities are your mortal enemy... #investmentplanning #financialeducation #retirementplanning #easeintoretirement #mosleywealthmanagement Don’t spend more time wondering about whether you’re ready to retire. Prepare now, so you can look forward to the years ahead with confidence. Seize the moment. Seize your retirement. Call us at 714-421-4288 to take the first step, or contact us through our website, ________________________________________ At Mosley Wealth Management, we believe everyone should be able to live the retirement they’ve always wanted. Your financial situation is different than that of your parents, your neighbors and

(972) 417-2855 Get Whiteboard Animated Videos like this one for your business here: (619) 850-5835 Here are some important factors to consider before Converting Funds from a Traditional IRA to a Roth IRA Roth IRAs provide tax-free income and eliminate the need for Required Minimum Distributions. But the conversion of funds from a traditional IRA to a Roth IRA is considered a taxable distribution, subject to federal income tax and a possible penalty. If your funds consist of investment earnings and tax-deductible contributions, then converting your traditional IRA funds to a Roth IRA will result in federal income tax due on those funds. Paying the tax due with IRA funds reduces the amount that grows tax free in the Roth IRA. IRA funds used to pay the tax may be subject to additional income tax and possibly a penalty. However, if you pay the tax due with non-IRA funds, that allows more dollars to be funneled into the tax-free Roth IRA. We can help you determine wheth

Tom Hegna, PBS-TV host and best-selling author of Don't Worry, Retire Happy! discussed with Karlan Tucker of Tucker Advisors, why they recommend fixed indexed annuities in a retirement income plan. Call Tom Savino, Savino Tax & Investment Advisory Group, at 949-748-1900 today to set up a no-obligation appointment to discuss your retirement income plan. For more about Tom Savino: 4060 Campus Drive, Suite #220 Newport Beach, CA 92660... ( read more ) LEARN MORE ABOUT: Retirement Annuities REVEALED: How To Invest During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing https://inflationprotection.org/fixed-index-annuity-in-a-retirement-plan-savino-tax-investment-advisory-group-newport-beach-ca/?feed_id=66830&_unique_id=63dbb0dfddc84 #Inflation #Retirement #GoldIRA #Wealth #Investing #annuities #annuity #fixedindexannuity #Retirement #retirementplanning #savinoreviews #savinotaxi

With current historic high inflation rate near 8%~9%, you must build a retirement plan that meet this challenge and create an income stream that increases annually. Contact us to learn how. ... ( read more ) HOW TO: Hedge Against Inflation REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing https://inflationprotection.org/simon-chew-7-financial-blind-spots-3-inflation/?feed_id=60523&_unique_id=63c379c7193bf #Inflation #Retirement #GoldIRA #Wealth #Investing #401k #annuity #FinancialConsultant #FinancialPlanning #Fixedincome #fixedindexannuity #guaranteedincome #hedgeagainstinflation #increasingincome #indexannuity #inflationprotectedsecurities #inflationprotectionstrategies #ira #lifeinsurance #LifetimeIncome #minimizetaxes #passiveincome #pension #pensionincome #Retirement #retirementincome #socialsecurity #taxfreeincome #taxes #wealthprotection #InflationHedge

How confused are you when I keep throwing out all of these terms or acronyms for a retirement annuity? See, I just did it again. Well, here it is, a crash course on fixed annuities and a thesaurus for annuity terminology for the annuity types. You can check out this video at any point in time and look at what the retirement annuity term or acronym means. Further down in the description, I will link several videos which will give you more the ‘dictionary’ explanation for the annuity types. Table of Contents: 00:00 - Introduction 01:01 - Retirement Annuity 01:58 - Guaranteed Income Annuity 02:13 - Longevity Annuity 02:30 - Tax Deferred Annuity 02:59 - Immediate Annuities 03:36 - Deferred Annuity 04:32 - Deferred Income Annuity 05:04 - Qualified Longevity Annuity Contract 05:59 - Multi Year Guaranteed Annuity 06:33 - Fixed Index Annuity Watch the video till the end to learn why a fixed index annuity is classified as a fixed annuity! Please Subscribe and

(972) 417-2855 Get Whiteboard Animated Videos like this one for your business here: What is a “Stretch IRA” and why should you consider it? The term "stretch IRA" has become a popular way to refer to an IRA, either traditional or Roth, with provisions that make it easier to "stretch out" the time that funds can stay in your IRA after your death, even over several generations. Earnings in an IRA grow tax deferred. Over time, this tax-deferred growth can help you accumulate significant retirement funds. If you're able to support yourself in retirement without the need to tap into your IRA, you may want to continue this tax-deferred growth for as long as possible. In fact, you may want your heirs to benefit--to the greatest extent possible--from this tax-deferred growth as well. But funds can't stay in your IRA forever. Required minimum distribution rules will apply after your death. For traditional IRAs, minimum distributions are also requ

Are you asking yourself, "Can I buy a pension annuity with cash?" Are you sure that's a good idea? Find out if you're making the right decision by watching this video! Watch and Enjoy! Stan The Annuity Man Request Free Owner’s Manual Here ======================== Key Moments in this Episode ======================== 00:00 Intro & Summary 00:32 Can I Buy A Pension With A Lump Sum 02:31 Do You Have To Buy Your Annuity With Your Pension Fund 04:52 Can You Cash In An Annuity At Any Time 08:31 Check This Out! What To Watch Next: ======================== What Happens To A Pension Annuity When You Die? Other Resources ======================== Visit Stan The Annuity Man’s website Learn more about Stan The Annuity Man Get your annuity quote here ======================== Video by Nate Woodbury BeTheHeroStudios.com #StanTheAnnuityMan #Annuity #TheAnnuityMan... ( read more ) LEARN MORE ABOUT: Retirement Annuities REVEALED: How To Invest D