Top IRA Mistakes To Avoid: Schedule Your FREE Retirement Assessment Today Make retirement planning Easier Subscribe Now: Download Our Retirement Toolkit: If you are planning for retirement and saving in an IRA, what are some mistakes you should look to avoid so that you can have a successful retirement? In this episode of the Retire Once Show, we discuss mistakes that could end up costing you money in taxes or mistakes that can impact your intended beneficiaries. Submit questions to the show at Retire@theoremwm.com - Johnathan Rankin CRPC® CEPA®, Founder & CEO - Melissa Rankin - Wealth Management Advisor - Theorem Wealth Management, Financial Advisor Dallas Texas - Retire Once Show - 2022 Retirement Podcast Series ----------------------- CHAPTERS 0:00 - Introduction 1:25 - Beneficiary Mistakes 4:01 - Inherited IRA Advice 6:08 - Timing IRA Contributions 7:55 - Roth vs Traditional 9:27 - NonDeductable Contributions 10:34 - Ignoring NUA 12:50 - Tax Mistakes 14:41...
Timothy Sumer is a philanthropist and motivational speaker empowering young entrepreneurs across the nation. He speaks on starting new businesses and the importance of branding in the digital age. Timothy Sumer has a BA in Accounting from NYU and a Masters in Information Technology from MIT. Tim enjoys traveling around the globe, driving exotic sports cars, molecular gastronomy, exploring new cultures, and keeping on top of the latest technology trends. Hope you enjoy Timothy Sumer's page :)