You have questions, Tom has answers! Send us topics and questions at or email us at asktom@talkmoneywithtom.com Visit Our Website: To book an introductory meeting with Tom: **CORRECTION: For traditional IRAs, if the deceased IRA owner did not fulfill their RMD prior to their date of death, each beneficiary must take a portion of the RMD equal to their inherited share of the IRA by December 31st of the IRA owner’s year of death. Tom Vaughan is a Certified Portfolio Manager and CEO of Retirement Capital Strategies. Retirement Capital Strategies is a registered investment advisor located in San Jose, California. DISCLAIMER: The opinions voiced in these presentations are for general information only and are not intended to provide specific advice or recommendations for any individual(s). The information provided herein is obtained from sources believed to be reliable, but no reservation or warranty is made as to its accuracy or completeness. Tom Vaughan and Retirement
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 :)