Timothy Sumer

Inherited Roth IRA's with Quincy Long from Quest IRA..... Today our guest is a Rock Star in the investing world....Quincy Long. Quincy if the owner of Quest IRA which is from what we know the fastest growing IRA custodian in the industry right now. They are everywhere it seems helping creative investors invest using their IRA to avoid taxes on their investment properties. Today we talk about a specific type of IRA which is called a Stretch IRA or Inherited IRA. We also touch on all the different accounts that Quest IRA has to offer for it's clients like the HSA, Coverdale Savings account, 401K, SEP IRA, etc. We break down the benefits of an inherited Roth IRA in detail as well as how to grow a small IRA account. If you do not know much about using and IRA then today is a great podcast for you. Learn More About Our Virtual Wholesaling Home Study Program. Or Be one of our Affliates... Contact us at: investorarmypodcast@gmail.com For More Resources And Opportu

Do you have a tax-efficient retirement income strategy that all tax-saving strategies available to you like an HSA? 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 An HSA is your most tax-advantaged account in retirement due to its triple tax advantage. If used properly, the money in an HSA can completely avoid taxes altogether. But as tax-advantaged as this account is while you're alive, it's quite tax disadvantaged after death. Health Savings Accounts can be passed to other persons or entities in one of five ways. An inherited HSA in many cases becomes fully taxable in the year of death. For instance, a non-spouse inheriting this account will have to withdraw the full HSA and pay income taxes on the full amount. This can drive any heir into higher brackets pretty quickly. So what can a retiree do? First, fully utilize the HSA while stil

Just once in your lifetime you are allowed to roll money from your IRA to your HSA, or health savings account. This is called a qualified HSA funding distribution, and this move can help you reduce your tax liability and let you tap retirement funds early. But there’s a few things you should know before you make the transfer: First, you must be eligible to contribute to an HSA to make the rollover. If you are not currently covered by a high deductible health plan, you can not do a rollover to your HSA. In addition to that you must remain in an HSA eligible health insurance plan for at least 12 months after making he distribution. If you switch part way through this 12 month testing period, you will be subject to additional taxes and penalties. Next, the Rollover amount you are able to do is capped at the annual contribution limit for your HSA. This amount varies depending on if you are on an individual or family plan. And, this rollover amount counts as your contribution. Y

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 the 2021 HSA max contribut

Are You Saving In The Wrong Accounts for Retirement?- Schedule Your FREE Retirement Assessment Today Make retirement planning Easier Subscribe Now: If you're wondering where to save your money for retirement, this video is for you! We'll discuss the different types of accounts available to you and explain the advantages and disadvantages of each. We also give you a step-by-step guide on what accounts to save in first. In this video, we're going to discuss the differences between Roth and traditional 401ks, and show you which account is best for you. We'll also talk about HSAs, and how they can help you save for your future. We also talk about what accounts you should save in first and where to save after that. We cover everything from an emergency fund, to employee stock purchase plans. Determining where you save can help reduce the taxes you pay. The goal is to have flexibility in your retirement and the type of savings account help give flexibility whe

In this episode, Brandon Hall & Thomas Castelli discuss investment philosophy and strategy, does it make sense to diversify with index funds? and retirement account contribution limits and deadlines. Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws: www.facebook.com/groups/taxsmartinvestors Enroll in the STR Tax Course today and learn how to save 5-6 figures in taxes using the STR Loophole: courses.taxsmartinvestors.com/ For an initial consultation from Hall CPA, PLLC visit www.therealestatecpa.com/become-client Follow Brandon on Twitter: @bhallcpa Follow Thomas on Twitter: @thomascastelli_ The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user

Health savings accounts, or HSAs, can be another way to take advantage of potential tax breaks to save for retirement. Let TD Ameritrade Education show you how. Subscribe: We post educational videos that bring investing and finance topics back down to earth weekly. Have a question or topic suggestion? Let us know. Connect with TD Ameritrade: Facebook: Twitter: Sign Up with TD Ameritrade: ... ( 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 https://inflationprotection.org/how-hsas-could-help-your-retirement-savings/?feed_id=54440&_unique_id=63ac0ed5ed82b #Inflation #Retirement #GoldIRA #Wealth #Investing #65 #Costs #expenses #financehacks #healthsavigns #healthsavingsaccount #healthsavingsaccountexplained #howcaniretire #howtoinvest #howtosave #HSA #hsaexplained #invest #investingexplained #med

Download the presentation: Kaaren Hall joins the 2013 Financial Tactics Brunch team speaking on self-directed IRAs, the power of checkbook control, what you can and cannot to with your IRA, important rules about disqualified transactions and people when it comes to your retirement account , updates on the industry, and how to protect yourself from fraud. Kaaren also touches on solo 401(k)s, HSAs (Health Savings Accounts, and other accounts you might not even know exist. Extremely power for not only real estate professionals but all those looking into diversifying their portfolio into alternative assets.... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERTING IRA TO GOLD: Gold IRA Account CONVERTING IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA https://inflationprotection.org/self-directed-iras-and-real-estate-with-kaaren-hall-of-udirect-ira-services/?feed_id=51416&_unique_id=63a0652457d52 #Inflation #Retirement #GoldIR

The HSA is still beginning to be thought of as a retirement tool, but you should think about it that way. Here are 3 ways the HSA is better than the Roth IRA. 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

In this video, I talk about 5 accounts you can invest in to save on income taxes so you can build your wealth and net worth! Now depending on your tax bracket and how much you earn, you can save you up to 30% on your income tax bill and help you build wealth at the same time. #1 HSA Account: #2 FSA & Dependent care #3 401k #4 SEP IRA #5 Traditional IRA 401k Early Withdrawal Due To Life Event Rules: #lesstaxes #invest #retirement ► Robinhood (Get 1 free stock for signing up!): ► A Great Book From Dave Ramsey - Total Money Makeover: DISCLAIMER: I am not a CFP, CPA, attorney, insurance agent, real estate agent, mortgage broker, or financial advisor. These videos are for educational purposes only and I am merely sharing my opinion and experiences. Please do your own research or consult a professional! As an Amazon Associate, I earn a small commission from qualifying purchases. This cost you nothing and helps support my channel! Thanks!... ( read more ) LE

Next Generation Trust Services, a self directed IRA administrator shows you how to fund your self directed IRA and what types of retirement plans are allowed to be self directed. Next Generation Trust Services is based out of Roseland, NJ, and specializes in comprehensive account administration and transaction support services for self-directed retirement accounts. For more information on our company or on self-directed IRAs, call us at 973-533-1880 or 888-857-8058 or email Info@NextGenerationTrust.com. You can also visit us on the web at: Facebook: LinkedIn: Twitter: Google+: ... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERTING IRA TO GOLD: Gold IRA Account CONVERTING IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA https://inflationprotection.org/how-to-fund-a-self-directed-ira-account/?feed_id=46873&_unique_id=638f010b36c6c #Inflation #Retirement #GoldIRA #Wealth #Investing #alternativeinvestments #cover

Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. Mark and Mat dive deep into all of your questions on Self-Directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more. To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit The Directed IRA Webinar series is an educational resource provided by Directed IRA & Directed Trust Company Directed IRA has helped thousands of self-directed investors and has processed over half a billion in self-directed transactions. It is the highest-rated self-directed IRA custodian based on verified google reviews and takes pride in providing knowledgeable and helpful service to its customers. Self-directed accounts can be fully opened within 5 minutes using Directed’s online e-sign application. The Self-Directed IRA Summit is an annual educational event (1 ½ days) providing live self-directed IRA education and networking and is