Timothy Sumer

In this episode of Women & Wealth, Regina talks about your retirement plan rollover options. or (484) 588-5432 Women & Wealth is a weekly video series where I interview successful businesswomen about their professional life, personal life, and how these amazing women manage to balance it all day-by-day. In addition to interviews, Women & Wealth includes a bi-weekly educational segment on various financial topics to help you better understand your wealth. Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.forgewealth.com.... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: Gold IRA Account TRANSFER IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Ba

In this video clip, Reese Harper and Ryan Isaac take a look at the benefits of qualified retirement plans. Hear why a steady, year-over-year commitment to qualified retirement plans can result in lower taxes, a higher savings rate, and greater net worth. Video clip from The Dentist Money™ Show episode #88, "3 Similarities Between Top-Tier Dentists and World Class Athletes." In this podcast, you’ll discover what great athletes and wealthy dentists have in common as Reese and Ryan break down three habits some of the world’s most talented competitors follow—habits you can apply on your race to cross the financial independence finish line. Element®: Retirement Accounts Watch the full podcast: 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

From the front line to the executive suite, every credit union employee has different needs when planning for retirement. It is why guest Phil Westhoff, who leads the Qualified Plan Advisory Group at Stearns Financial, discusses why a one-size-fits-all approach to employer-sponsored retirement plans isn’t beneficial for plan participants. Doug and Phil discuss why credit union executives should take a different approach when it comes to investing in target date funds, tips for optimizing your retirement strategy, and what you should look for in a retirement plan. Listen to hear the full details.... ( 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/episode-7-how-to-optimize-an-employer-sponsored-retirement-plan/?feed_id=44458&_unique_id=6385b942ee4ce #Inflation #Retirement

A Roth IRA is a great retirement savings vehicle with multiple tax benefits. However, income limits exist where yours may be too high to contribute directly to one. Good news! There is another path to the Roth IRA through what’s commonly called the Backdoor Roth IRA. Our Managing Partners Todd Youngdahl, CFP® and Maura Schauss, CFP® will walk you through an overview on how to contribute to a Roth IRA. Complexities do exist, so connect with us should you have specific questions on how this savings vehicle could work for you. LEARN MORE at www.washingtonwealthadv.com CONTACT US at 703.584.2700 or info@washingtonwealthadv.com IMPORTANT WASHINGTON WEALTH ADVISORS DISCLOSURE INFORMATION at www.washingtonwealthadv.com/disclosures ABOUT WASHINGTON WEALTH ADVISORS Washington Wealth Advisors is a fee-only registered investment advisory firm serving busy families, executives, women building wealth, and small business owners. We provide Wealth Advisory Services—financial plan