Timothy Sumer

In this video I go over 401k loans, 401k loan repayment, how to borrow from your 401k, 401k withdrawal strategies. Should you use a 401k loan? how much can I borrow from my 401k? For a FREE Medicare Plan Review to find out if you picked the right plan for 2020: To find a Health Insurance Plan in your Area: To Schedule a Medicare Review with Matt: To sign up for a Health Matching Account: For more resources: Link for Wade PFau's Book: Safety-First Retirement Planning: An Integrated Approach for a Worry-Free Retirement Earn 2 Free Stocks (valued at up to $1400) when you deposit $100: To see what I am using to film please see the amazon links below: This is the WebCam I use for Online meetings and Screen Recording: Logitech 930 WebCam: This is the Headset I use for Online Meetings and Screen Recording: Sennheiser Office Runner Headset: This is my Main Camera: Cannon M50: This Main lens Sigma 16mm 1.4 fStop: This is the TriPod Smart Phone Converter: This...

In this video, we will go over the most optimal or efficient way that you should invest your money for US citizens. This is based on investment vehicles available in the US. Hey everyone! Ivan here from the Vanilla Investor. If you enjoyed the video, be sure to like and subscribe! It really helps out the channel a ton, and don’t forget to leave any comments that you have down below! Thank you so much for your support! ►Subscribe!!! ►Support me on Patreon RECOMMENDED PLAYLIST: ►Everything FROM how many stocks to have TO the optimal order for investing ►Everything FROM debt repayment strategy TO passive income scams For business inquiries, you can reach me at generalenquiry.ig@gmail.com Disclaimer: None of this is meant to be construed as investment advice, it's for entertainment purposes only. In addition, some of the links above are affiliate links, meaning that at no additional cost to you, we may earn a commission if you click through and make a purchase. ...

Do you have a tax-efficient retirement income strategy that maximizes your after-tax wealth? HSA accounts can be an important part of this strategy. You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to Are you utilizing the most tax-advantaged retirement account currently available? This account is called a Health Savings Account (otherwise known as an HSA). HSAs can offer retirees triple tax savings. 1. Tax Deduction on a Contribution 2. Tax Free Growth 3. Tax Free Withdrawals if used for qualified expenses 1, 2, 3 - Triple Tax Advantage Right now, no other account can offer this to retirees! In this video, we discuss all things Health Savings Accounts. We will talk through: ✅ What is an HSA and what are HSA benefits? ✅ How do the Triple Tax Savings work? ✅ What are HSA qualified expenses? ✅ What are the HSA rules and what is...