Timothy Sumer

END OF BACKDOOR ROTH? (HOUSE PROPOSES CHANGES TO IRA, 401K) | House Democrats just unveiled a plan that might spell the end of the backdoor Roth IRA and mega backdoor roth strategy. This video explains the 3 most important changes that might affect you and your IRA/401k contributions. Text of the bill: #backdoorRoth If you need help positioning your retirement portfolio given the proposed IRA & 401k changes, schedule a free discovery call today at: ! Get free monthly financial tips by subscribing to our newsletter at Skip Ahead Here! 0:00 End of Backdoor Roth? 0:32 #1 Change: Prohibit contributions to IRA for certain taxpayers 1:05 #2 Change: New Required Minimum Distributions for IRA & 401k 1:41 #3 Change: End of Backdoor & Mega Backdoor Roth? ***RECOMMENDED READING LIST*** The One-Page Financial Plan by Carl Richards (easy read, holistic + fun graphics!) Simple, Smart Investing by Ian Kennedy (can help you construct your investment portfolio) A Rando...

HOW TO ROLLOVER AN IRA TO 401K | If you have recently started the process of doing a Backdoor ROTH IRA, you may be at the point where you need to Rollover your IRA to a 401K. In this video, I’m going to show you how to move your Rollover or SEP IRA to your 401k. #rolloverira #rothira #401K #districtcapitalmanagement If you'd like to have a comprehensive financial plan prepared for you including rolling an IRA to a 401k, schedule a free discovery call today at: Get free monthly financial tips by subscribing to our newsletter at ! 0:00 - How to rollover an IRA to 401K 1:04 - Go to your IRA account holder 2:36 - Alvin called Fidelity and found out.... 3:06 - Log into your current 401K 4:13 - 401K Rollover Info 5:27 - Fill out IRA Distribution Form ***RECOMMENDED READING LIST*** The One-Page Financial Plan by Carl Richards (easy read, holistic + fun graphics!) Simple, Smart Investing by Ian Kennedy (can help you construct your investment portfolio) A Random Walk ...