Timothy Sumer

Here are my FAVORITE MONEY BOOKS: How To Get Out Of Debt Fast: For the beginner… The Total Money Makeover: For the experienced… The Millionaire Fastlane: Financial wellness programs are supposed to help people become more financially confident and secure. We want to help people get fully invested in themselves and their future. The Expedition Money financial wellness program is unique. At Expedition Money, I believe that financial wellness is a journey, one that can last a lifetime. That’s why I want to help as many people as possible have access to ideas and tools that will create massive change in their lives. Because financial wellness isn’t about being wealthy with money - it’s about being wealthy with life.... ( read more ) LEARN MORE ABOUT: Retirement Planning REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing Write an article about What Is A 403(b)? in Englis

Many don’t realize how much health care will cost in retirement, let alone that the way in which you disperse your retirement funds could impact what kind of care you have access to later in life. Are you comfortable with risking not having enough money to cover these crucial costs? This is where the Retirement Success Plan comes in. In this video, Troy Sharpe discusses the fourth step we take in Oak Harvest’s signature Retirement Success Plan - Health Care and Long-Term Care Planning, where we use the information we’ve gathered in the first three steps and come up with a strategic plan to qualify for the greatest amount of subsidy possible for your unique situation, and to run scenarios to help you determine just how much money you should to set aside to cover as much of the future financial burden as possible. 00:30 The First Four Steps of the Retirement Success Plan 02:34 Time to Strategize How And When To Withdraw 06:08 How to Calculate your Modified Adjusted Gross Inc

(828) 668-0665 Choosing a retirement plan is a great step toward financial security. There are several types available, but here are the most common: 401(k)s and 403(b)s are plans offered by employers. 401(k)s are offered by for-profit companies, and 403(b)s are offered by public schools and some non-profit organizations. Contributions are deducted from your paycheck and are often matched by employers. They’re deducted pre-tax, grow tax-deferred and are taxable on withdrawal. Traditional IRAs, or Individual Retirement Accounts, are opened by individuals through an investment firm or bank. They may be tax deductible, grow tax-deferred and you pay tax when you take the money out. A SIMPLE IRA plan is similar to a traditional IRA, but these accounts are set up by a small business owner, and usually permit larger contribution amounts. And lastly, when you open a Roth IRA, you contribute after-tax dollars, the money grows tax-free, and you pay no tax on withdrawals. All th

Here are my FAVORITE MONEY BOOKS: How To Get Out Of Debt Fast: For the beginner… The Total Money Makeover: For the experienced… The Millionaire Fastlane: Financial wellness programs are supposed to help people become more financially confident and secure. We want to help people get fully invested in themselves and their future. The Expedition Money financial wellness program is unique. At Expedition Money, I believe that financial wellness is a journey, one that can last a lifetime. That’s why I want to help as many people as possible have access to ideas and tools that will create massive change in their lives. Because financial wellness isn’t about being wealthy with money - it’s about being wealthy with life.... ( 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 Why Should I Rollover a 401(k) to an IRA? When it comes to retirement plan

Welcome! In this video we'll be going over the step by step process of how to rollover your 401(k) to and IRA. Referenced Videos: - What to do with your 401(k) when you leave your employer? What are my options? Subscribe to be notified of future postings! For more information visit our website: and be sure to connect with us on Linked In: DISCLOSURE: The views expressed in this presentation represent the opinions of Carmichael Hill and are not intended to predict or depict performance of any investment. The views expressed are subject to change based on market conditions and other factors. These views should not be construed as a recommendation for any specific security or sector. Investing involves risks, and the value of your investment will fluctuate over time and you may gain or lose money. Please consult with your financial advisor to determine which investment strategy is best for you. Past performance is no guarantee of future results.... ( read more )

Ryan Isaac and Matt Mulcock look at how following sound financial principles prepares a dentist for unseen expansion opportunities. Learn more about Dentist Advisors and book a free consultation Follow us on social media Facebook Instagram Linkedin Check Out Our Events ... ( 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 Write an article about Why is financial planning opportunity planning? (Podcast Clip 2023) in English https://inflationprotection.org/rewrite-this-title-why-is-financial-planning-opportunity-planning-podcast-clip-2023/?feed_id=104266&_unique_id=647c8379c4cde #Inflation #Retirement #GoldIRA #Wealth #Investing #401k #definedcontributionplan #DentistMoneyShow #Dentists #FinancialPlanning #investmentmanagement #qualifiedretirementplans #retirementaccounts #QualifiedRetirementPlan

The SECURE Act 2.0 impacted the rules governing Inherited IRAs, essentially requiring most non-spouse beneficiaries who inherit retirement assets to draw down the balance in ten years. Here, we review the new rules and the different strategies you may choose to employ to draw down the assets, which include: -Straight Line Method -Maximize Employer retirement account Contribution Method -Tax Minimization Method -Bonus: Inherited Roth IRA Method For a written version of this content, with example scenarios, read our blog post on the topic: Looking for professional advice about your inherited IRA? Have other financial concerns? Schedule a free, no-obligation call to see if we can help: Fiduciary | Flat Fee | Independent Advisor | No Products Sold ------ Resilient Asset Management is a financial advisory firm registered in the State of Tennessee. This information is provided for educational purposes and should not be considered tax, legal, or financial advice. Individu

... Here are a couple of my FAVORITE MONEY BOOKS: For the beginner… The Total Money Makeover: For the experienced… The Millionaire Fastlane: Financial wellness programs are supposed to help people become more financially confident and secure. We want to help people get fully invested in themselves and their future. The Expedition Money financial wellness program is unique. First, I have designed it based on my personal journey from financial stability to failures to success. I have built the programs and content to share step-by-step processes to solve the most common financial challenges and delve into subjects that most programs don’t want to tackle. Second, I have designed this program to help people take massive action. Instead of simply trying to slowly and slightly improve on some metrics, Expedition Money aims to move people out of financial struggles into financial stability. And for those that achieve stability, this program will help propel them to financial

This is a special "mailbag" edition of Taxes in Retirement LIVE! where group members ask Andy all sorts of retirement planning questions. Questions addressed (and time stamps at which point in the video the question starts) in tonight's video are: 3:32 – Can you explain the Social Security Windfall Elimination Provision (“WEP”) 14:34 – Do I need to refile or amend prior year tax return to claim my deceased parents’ unclaimed property? 16:20 – If you make a large Roth conversion, do estimated federal and state taxes need to be paid in that quarter to avoid underpayment penalties? 20:08 – My defined benefit pension will increase by 0.5% per month for each month I delay it past age 65. Should I delay it? Or maybe start it early (with 0.5% per month reduction)? 27:10 – When is interest from a Home Equity Line of Credit (“HELOC”) deductible? 30:07 – If I have a Roth 401(k) and a Health Savings Account (“HSA”), will I have different “gross” and “taxable” wages

Inheriting an IRA from an American-based account isn’t an ideal situation for a Canadian. You could face thousands of dollars in losses if you don’t have good advice on how to transfer the money. That’s where we come in.... ( 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 Inherited IRA or Inherited Individual retirement account is an option for beneficiaries of an IRA (Individual retirement account ) owner who has passed away, allowing them to receive the assets left in the account. The rules of Inherited IRA in Canada may slightly vary from those applicable in the United States. In this article, we will discuss Inherited IRA in Canada. An Individual retirement account (IRA) is a retirement savings account that allows individuals to save for their retirement. It is a tax-advantaged account as contributions made to it are tax-deductible, and th

Here are a couple of my FAVORITE MONEY BOOKS: For the beginner… The Total Money Makeover: For the experienced… The Millionaire Fastlane: Financial wellness programs are supposed to help people become more financially confident and secure. We want to help people get fully invested in themselves and their future. The Expedition Money financial wellness program is unique. First, I have designed it based on my personal journey from financial stability to failures to success. I have built the programs and content to share step-by-step processes to solve the most common financial challenges and delve into subjects that most programs don’t want to tackle. Second, I have designed this program to help people take massive action. Instead of simply trying to slowly and slightly improve on some metrics, Expedition Money aims to move people out of financial struggles into financial stability. And for those that achieve stability, this program will help propel them to financial succ

Here are a couple of my FAVORITE MONEY BOOKS: For the beginner… The Total Money Makeover: For the experienced… The Millionaire Fastlane: Financial wellness programs are supposed to help people become more financially confident and secure. We want to help people get fully invested in themselves and their future. The Expedition Money financial wellness program is unique. First, I have designed it based on my personal journey from financial stability to failures to success. I have built the programs and content to share step-by-step processes to solve the most common financial challenges and delve into subjects that most programs don’t want to tackle. Second, I have designed this program to help people take massive action. Instead of simply trying to slowly and slightly improve on some metrics, Expedition Money aims to move people out of financial struggles into financial stability. And for those that achieve stability, this program will help propel them to financial succ

Here are a couple of my favorite money books: For the beginner… The Total Money Makeover: For the experienced… The Millionaire Fastlane: Financial wellness programs are supposed to help people become more financially confident and secure. We want to help people get fully invested in themselves and their future. The Expedition Money financial wellness program is unique. First, I have designed it based on my personal journey from financial stability to failures to success. I have built the programs and content to share step-by-step processes to solve the most common financial challenges and delve into subjects that most programs don’t want to tackle. Second, I have designed this program to help people take massive action. Instead of simply trying to slowly and slightly improve on some metrics, Expedition Money aims to move people out of financial struggles into financial stability. And for those that achieve stability, this program will help propel them to financial succ

David has a large investment in IRAs. He's concerned that he may need to convert some of these funds into a Roth IRA to avoid a tax penalty. Wes discusses the pros and cons of the Roth conversion strategy. Original airdate: March 11, 2018 - Hour 2, Call 2. Wes Moss is the host of MONEY MATTERS – the country’s longest-running live call-in, investment and personal finance radio show – on News 95-5FM and AM 750 WSB. Send me your questions directly at (contact box in top right corner) You Can Retire Sooner Than You Think Money Matters with Wes Moss podcast or on Apple Podcasts Twitter: Facebook: Check out my website for more financial tools and articles: Please note, this information is provided to you as a resource for informational purposes only and should not be viewed as investment advice or recommendations. Investing involves risk, including the possible loss of principal. There is no guarantee offered that investment return, yield, or performance will b

Welcome! In this video we'll be going over Inherited Roth IRA Rules for Surviving Spouses and Children. Subscribe to be notified of future postings! For more information visit our website: and be sure to connect with us on Linked In: DISCLOSURE: The views expressed in this presentation represent the opinions of Carmichael Hill and are not intended to predict or depict performance of any investment. The views expressed are subject to change based on market conditions and other factors. These views should not be construed as a recommendation for any specific security or sector. Investing involves risks, and the value of your investment will fluctuate over time and you may gain or lose money. Please consult with your financial advisor to determine which investment strategy is best for you. Past performance is no guarantee of future results.... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: Gold IRA Account TRANSFER IRA TO SILVER: Si

Jo has three homes, two of which she is renting for the long term. She plans on retiring soon and she would like to discuss how these real estate investments fit into her retirement strategy. Original airdate: May 06, 2018 - Hour 1, Call 2. Wes Moss is the host of MONEY MATTERS – the country’s longest-running live call-in, investment and personal finance radio show – on News 95-5FM and AM 750 WSB. Send me your questions directly at (contact box in top right corner) You Can Retire Sooner Than You Think Money Matters with Wes Moss podcast or on Apple Podcasts Twitter: Facebook: Check out my website for more financial tools and articles: Please note, this information is provided to you as a resource for informational purposes only and should not be viewed as investment advice or recommendations. Investing involves risk, including the possible loss of principal. There is no guarantee offered that investment return, yield, or performance will be achieved. There wi

The "Backdoor" Roth IRA contribution seems to be popular subject. This video covers what it is and how it works, and offers some things to consider before doing it. Questions? Schedule time to talk to us: Call us: 239-302-1715 Website : Email: infoSWFL@signetfm.com Facebook : Twitter : Google : Linkedin : ... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERT IRA TO GOLD: Gold IRA Account CONVERT IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA https://inflationprotection.org/what-is-a-backdoor-roth-ira-contribution/?feed_id=54370&_unique_id=63abd54ce6bed #Inflation #Retirement #GoldIRA #Wealth #Investing #backdoorroth #ChrisBerte #financialadvisor #financialmanagement #FinancialPlanning #fortmyers #investmentadvisor #investmentmanagement #JasonKohut #naples #RothIRA #SignetFinancialManagement #BackdoorRothIRA #backdoorroth #ChrisBerte #financialadvisor #financialmanagement #FinancialPlanning #fortmyer