Timothy Sumer

There is a small window each year where you can make double the IRA contributions as normal. Have a question you want to be answered on the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit or call 574-247-5898. Find more information about the Wise Money Show™ at Be sure to stay up to date by following us! Facebook - ​ Instagram - Twitter - ​ Want more Wise Money™? Read our blog! ​ Listen on Podcast: ​ Subscribe on YouTube: Mike Bernard, CFP® offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guar...

How to fund a Roth IRA? How do I get money into a Roth? There are 2 options to get money into Roth. 1. Roth Contributions -this is how you do it while still working. -Limited, base on your income. -cap at $6,000 to $7,000 base on your age. 2. Roth Conversion -while working or retired. -moving money from a tax-deferred account to convert to a Roth. __________________________________________________________________ Castle Wealth Group and Christopher Berry have been helping families with estate planning, elder law, retirement planning , tax planning, and asset protection. It has been their goal to help you keep more of what you worked so hard to earn. Visit our websites to learn more #roth #rothira #fundingaroth... ( 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 Funding a Roth IRA is a great way to save for retirement. It offers tax...