Timothy Sumer

Welcome to Season 3, Episode 1 of the Real Estate Nerds Podcast! In this episode titled "Self-Directed Tax Sheltered Profits" with Amanda Holbrook, we're here to help you unlock the potential for self-directed tax-sheltered profits and take control of your financial future. Are you satisfied with the returns your retirement account is currently earning? It's time to break free from intermediaries and explore the opportunities that self-directed accounts have to offer. ✨ Self-directed accounts empower you to accelerate the growth of your nest egg through tax-sheltered profits. ✨ Discover the secrets of generating capital for tax-free investing, allowing your financial journey to be fueled by tax-free profits that can supercharge your wealth-building efforts. ✨ Learn how to harness the power of this strategy to bring family members together in creating generational wealth and building a lasting legacy. ✨ Find out which retirement accounts qualify ...

Is a ROTH account or Roth 401k roth IRA secure? Let's first discuss what you think security means. If risking your money still means secure, then yes, but the short answer is no and this video explains why. If you want to achieve TRUE financial freedom, you're in the right place. __________ If you're looking for How to invest tax free with your retirement account , or how to build retirement income that is TAX FREE, I'm here to help. Whether you have or need a self directed retirement plan, a self directed IRA, or self Directed 401k, you are in the right place. My goal is to take something that seems so complicated and make it easy to understand. Please let me know how I'm doing and if you have any further questions you'd like me to answer here, or topics covered. I'm happy to do them and would appreciate the feedback. __________ HOW TO CONNECT: www.selfdirected.info __________ DISCLAIMERS & DISCLOSURES This content is for educati...

do YOUR kids have a ROTH IRA? 🤯🤯🤯 🔑 this is a game changer for real even if you have to start small, being consistent with building your kids wealth portfolio will help to set them up for future success! 💕 do you want to learn more about how to hire your kids, grants and generational wealth?? Then join my FREE Mommy 2 Millionaire Masterclass! Click the link below to register!! 🚨 Join my FREE FULLY FUNDED MASTERCLASS this Thursday 4/20 @7PM EST 💰 ➡️ Secure Your Spot Here: & don't forget your prep kit! ... ( 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 A custodial Roth IRA is a powerful investment tool that can help individuals build generational wealth. In this article, we will explore what a custodial Roth IRA is, its benefits, and how i...

How You Can Create WEALTH Starting from Young Age #wealth #createwealth #investing If you aren't born rich , you can never have a great start in your career unless you're some talented bloke or someone who is extremely lucky. As an independent individual in your 20s , you might think- i will never be financially independent or I'll never be able to retire early, especially in this day and age where living just becomes more and more expensive year after year. Well, you might actually be right. The cost of living is really increasing year after year and its probably going to get even worse in the next decade but that is completely your fault. You see, you're living life without a plan and you just throw your hard earned money away instead of making it work for you. However, don't fret. In this video we'll be looking at 6 steps you need to implement right now in order to live a comfortably, stress free life where you don't need to worry about fi...

The impact of inflation on investment returns. Investment Returns How Inflation Impacts Your Money. Inflation can significantly impact investment returns, affecting purchasing power and overall investment performance. Here are some key points to consider: Understanding inflation: Inflation refers to the rate at which the general level of prices for goods and services is rising. The impact on purchasing power: As the cost of goods and services rises, your purchasing power decreases, which can erode the value of your investments over time. Adjusting for inflation: It's important to consider inflation when evaluating investment returns and to adjust your expectations accordingly. Investing for inflation protection: Certain investments, such as inflation-protected bonds or real estate, can provide some protection against inflation. Balancing risk and return: Investing always involves a balance between risk and return, and it's important to consider the impact of inflation...

What if there are no beneficiaries listed? If someone passes away with a beneficiary account and the beneficiaries are missing, pre-deceased the account owner, or are otherwise unable to take, what happens? Watch to find out! -- I love helping people and make these videos to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the video and if you learned something, please hit the subscribe button! It helps other people access the video too. -- If you want to talk more about estate planning: If you want to talk more about probate: -- Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you’ve come to the right place. Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on estate planning, probate, revocable living tr...

"Lavall: Why can you explain the benefits for the audience of a Roth IRA, what it is and, and why it's beneficial? Marguerita: Sure. So a Roth IRA can be very helpful. Now each year the IRS does raise the income guidelines as well as the maximum amount you can contribute. But the benefit to the Roth IRA is while you do not receive any tax savings today, the money can go tax-free in the future. So that's beneficial. Anybody, it's never too late." The Urban Income Show discusses topics on finances, business, entrepreneurship, and career growth with minority leaders. #UrbanIncome #UrbanIncomeShow === Learn how to improve your income & finance with Urban Income. Join our mailing list: www.urbanincome.com Follow Urban Income on Social Instagram: Facebook: LinkedIn: Listen to the Urban Income Show: Spotify: Web: www.urbanincome.com/ui-show/... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: Gold IRA Account TRAN...

Anti-Inflation: 6 Inflation Protection Strategies. In this video, we uncover six ways to protect yourself during an inflation. You'll learn about inflation investing strategies that will help you survive during an inflation. Inflation is a word that often sends waves of fear through the body of the person who hears it, and for good reason. No one likes when prices climb up to horrid numbers. The cost of living is going up, but pay isn’t. How can you afford to live if the prices keep climbing? What happens to your wealth when the cost of toothpaste has gone from three dollars to seven? Well, if you invested your money in ways that inflation can’t touch, then there is a chance that your wealth could not only be safe, but that it wouldn’t be affected at all. The idea of that is a little out there, and may seem impossible, but that’s why we’re here today. We’re going to talk about 6 ways to protect yourself from inflation. And these aren’t just ways to get you rich - they’re...

Have you heard about the life-changing benefits of a Roth IRA for Kids? Dee from Kids Money Academy shares why a Roth IRA for Kids is so great and how to hire your kids in your business! CHAPTERS 0:00 Intro 1:40 How is a Roth IRA for kids different than a traditional Roth IRA? 2:25 How early can your start investing in a Roth IRA for your child? 3:45 How do you prove earned income to the IRS? 5:53 3 Ways Your Child Can Make Money 7:00 What is considered a reasonable wage? 9:00 Ways to Include Your Child in Your Business 11:40 What is the impact of investing early? 13:38 Information About Kids Money Academy #RothIRAforKids #CustodialRothIRA #HireYourKids #KidsMoneyAcademy #FamilyFinance #PersonalFinance RESOURCES Wanna Hire your Kids and start a Roth IRA for Kids? Check out Dee's resources here GUEST BIO - Dee from Kids Money Academy As a CPA and Finance Instructor at UCLA, having conversations with other adults about money comes naturally to Dee. She founded ...

Craig Silverstein and Dan Hindman discuss how simple enrollment can be in Next-Generation Retirement Plans from Paychex, the largest third-party administrator of retirement savings plans in the country. #Retirement #financialwellness #retirementplanning #EmployeeBenefits... ( read more ) LEARN MORE ABOUT: Qualified Retirement Plans REVEALED: How To Invest During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing As the world of retirement planning evolves, so too do the plans available to individuals. Next-generation retirement plans offer a range of benefits that make them attractive to those looking to secure their future. In particular, easy enrollment is one of the key advantages of these types of plans. Easy enrollment is a process that allows individuals to quickly and easily sign up for a retirement plan. It is designed to make the process of signing up for a retirement plan as simple and straight...

Listen to this week’s educational episode to hear Jason Hatley go over the recent RMD rule changes that the IRS has announced for inherited IRAs. What sets Fi Plan Partners apart from the rest? We are a Democratized Family Office® that provides comprehensive financial planning and understand that we have a fiduciary responsibility and obligation to uphold our ethics and integrity. It is important to us to provide you with the most personalized advice and services, customizing our personal communications and technology to meet your needs. It’s your life. It’s your money. Together, let’s build Your Financial House®.... ( 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 The rules surrounding inherited Individual Retirement Accounts (IRAs) have recently changed, and it’s important for those who are inheriting an IRA to understand the implications of ...

This video: Roth 401k vs Roth IRA in your 20s and 30s | Which Is Better - goes through: - What is a Roth IRA & what is a Roth 401K - Roth IRA Rules vs. Roth 401K Rules - Roth IRA Withdrawal Rules vs. Roth 401k Withdrawal Rules - Roth IRA Pros And Cons - Roth 401K Pros And Cons If you were to retire today at age 65, experts predict it would cost you anywhere between $1M and $1.5M, so it's never to early to start saving for retirement! By the end of this video, you'll be able to better understand whether a Roth 401K trumps a Roth IRA & what might be best suited for you! Subscribe to our channel for more retirement tips and all things personal finance & generational wealth! 0:00 Intro 2:19 Why You Should Choose A Roth 401K 6:49 Why You Might Want To Go For A Roth IRA Instead 9:55 Which Should You Choose WATCH NEXT ⭐ 2022 November I-Bond Rate Prediction: ⭐ How To Buy An I Bond (step-by-step tutorial) via TreasuryDirect: ⭐ How Is I-Bond Interest Form...

For so many people, being a home/property owner or investing in real estate seems hella unreachable, but it doesn’t have to be. If access to liquid capital is the root of your real estate discouragement, fear not! Accounts like a Roth IRA, Simple IRA, or SEP-IRA can help you secure at least $10,000 toward your first property purchase! Best yet, you can often get access to that $10,000 faster and with little to no downsides! For more info and strategy about other options like employer sponsored retirement accounts, watch this video: - ▶️OTHER VIDEOS YOU’LL LIKE ▸How to Save THOUSANDS of Dollars in 2020 | Despite the Race & Gender Wage Gap: ▸Credit Basics | What's Your Credit Score & Simple Credit Building for BEGINNERS: ▸Pay Off Student Loans FASTER | Easy Debt Strategy + Favorite FREE Tool Walkthrough!: S T A Y C O N N E C T E D ▸ Instagram: ▸ Website & Blog: ▸ Business Inquiries: firstgenmoneymusings@gmail.com Thanks for watching! ...

What Happens to IRAs if they are Probated? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: If you want to talk more about probate: -- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Elimination of barriers to entry (we make it easy for you) 3. Estate tax reduction/elimination If you need estate planning or probate help, we should talk. Christopher Small is the owner of CMS Law Firm LLC. He created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills,...

FREE Estate Planning Checklist: Why I Hate 401k, 403b, 457 Basically all government controlled retirement plan Have you gotten your copy of Creating Generational Wealth: What the Super Wealthy Know that You Need to Know Only one thing stands between you and the generational wealth you desire to create: developing a proven, time-tested plan based on solid information. The wealthiest families and institutions around the globe use this approach every single day. Eighty percent of Americans do not have the information they need to create financial stability or generational wealth. While it may seem like you have to be wealthy to generate even more wealth, nothing can be further from the truth. There are no secrets! In this powerful resource, wealth strategist Douglas A. C. Eze draws on his personal journey from immigrant to financial expert, extensive experience with wealthy clients and decades of research to reveal a practical approach that helps every day, ordinary people...

Ep. 2 | We’re talking about 401Ks (...and also 403b's and 457b's) and why they are one of the greatest wealth building tools! SHOW NOTES: Your employer-sponsored retirement plan is one of the greatest wealth-building assets because: 1) You're more likely to become a millionaire if you contribute consistently to your 401k 2) Automatic contributions, deducted from your paycheck, force you to keep saving and investing 3) Employer matches are free money that you're entitled to (make sure you contribute enough to get your employer match!) 4) Retirement accounts have tax benefits. Pre-tax contributions can lower your tax liability now, or you can make post-tax contributions now and not pay any taxes when you withdraw at retirement age. ⠀ If you have an employer-sponsored retirement account , you will not want to miss this episode! Let's turning retirement planning into party planning! ----------------------------------------------------- Frustrated by an...