Timothy Sumer

Jeff Dragon North Shore Retirement Advisors  (617) 855-9738 #financialadvisor #retirementplanning... ( 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 How to Avoid an IRA Rollover Mistake An Individual retirement account (IRA) is a popular investment option for individuals looking to secure their financial future. It offers tax advantages and a variety of investment options, making it an attractive choice for retirement savings. However, when it comes to rolling over your IRA, there are potential pitfalls you should be aware of to avoid any costly mistakes. In this article, we will discuss some essential tips on how to avoid an IRA rollover mistake. 1. Know the difference between a direct and indirect rollover: It's crucial to understand the two types of IRA rollovers. A direct rollover involves transferring funds from one IRA cust

Qualified longevity annuity contracts (QLACs) use deferred income annuities. The IRS has granted a particularly favorable status to QLACs for the purpose of deferring required minimum distributions. The QLAC rules of engagement permit a qualified plan participant to use 25% of their qualified plan, not to exceed $125,000 ($250,000 for married couples) and defer distributions until age 85. The vast majority of qualified plans and retirement models will need to be reconfigured to accommodate the impact of adding QLACs to their overall planning strategies. The potential ramifications of deferring QLAC monies could have a profound effect, the result of which could be the reduction of taxes. Syndicated financial columnist and talk show host Steve Savant interviews nationally recognized annuity expert Mike McGlothlin, ChFC, CLU, CFP. This end of the year update highlights some of the industry's leading annuity product innovations and planning concepts into a five part series.

Learn how to have a prosperous career and retirement with us. Don't leave your future to chance. The only great opportunity is one that you act on. The best time to start saving was yesterday. 📢The Financial Architects - Did You Know: 7 in 10 Americans have NO retirement plan & 1 in 2 Americans are NOT COVERED with life insurance The best time to start saving for your retirement was yesterday, the second-best time is NOW. 6 out of 10 people live with at least one critical illness, such as a heart attack, stroke, cancer, or kidney failure. Nearly 7 in 10 Americans have nothing written for retirement. 39.5% of Americans Will be diagnosed with cancer during their lifetime. 31% of people diagnosed with cancer will live and be left with unbearable medical bills. Medical debt is the leading cause of bankruptcy and foreclosure. A stroke occurs every 40 seconds in the United States. A person dies every 36 seconds of heart disease. A heart attack occurs every 40 secon

Welcome to "The Gold IRA Rollovers Made Easy Channel"! Our channel is dedicated to providing you with valuable information and insights on how to invest in a gold IRA and make the most of your retirement savings. We understand that the process of rolling over your IRA can be confusing and overwhelming, which is why we're here to make it easy and straightforward for you. Our team of experts has years of experience in the industry and we're passionate about helping you achieve your financial goals. In our videos, we'll cover everything from the basics of gold IRA investing to advanced strategies for maximizing your returns. We'll also share the latest news and trends in the market, so you can stay informed and make informed decisions. Whether you're new to gold IRA investing or an experienced investor, our channel has something for everyone. So, subscribe to our channel today and join our community of like-minded individuals who are committed to