Timothy Sumer

In this episode of Getting Real, discover why your financial advisor or current retirement plan services provider may not inform you of investing in alternative assets. 0:00 Intro 1:07 Why your financial advisor is not providing you with information about investing in alternative assets 2:38 Public and private market advisors 3:04 How to access WealthBridge 4:02 Education gap 5:28 Can I convert an existing traditional 401(k) to a Roth IRA? Discover more on WealthBridge here: ... ( read more ) LEARN MORE ABOUT: IRA Accounts INVESTING IN A GOLD IRA: Gold IRA Account INVESTING IN A SILVER IRA: Silver IRA Account REVEALED: Best Gold Backed IRA We all need financial guidance at some point in our lives. Whether it's planning for retirement, managing debt, or saving for a major purchase, seeking the help of a financial advisor seems like a logical step. However, there are some things your financial advisor won't tell you that you should...

[ Offshore Tax ] Let's Talk About Roth IRA Contributions for Couples Using FEIE The Backdoor Roth IRA is a strategy that high earners use to convert a traditional IRA into a Roth IRA. This strategy allows them to make contributions to an IRA, roll it over to a Roth IRA, or convert the entire IRA to a Roth. The Backdoor Roth IRA strategy is a legal method to circumvent the income limits that typically prevent high earners from owning Roth IRAs. This strategy is not a tax dodge. While establishing a Backdoor Roth IRA may incur higher taxes initially, it offers the future tax savings associated with a Roth account. Moreover, the Backdoor Roth IRA strategy can be advantageous for individuals who anticipate having leftover funds in their traditional IRA. They can transfer these funds to their heirs through a Roth IRA. TIMESTAMPS: 0:00 INTRO 1:00 Roth IRA Contributions for Couples Using FEIE 2:00 Funding IRA and convert to ROTH 3:48 OUTRO --------------------------------...

Ron Insana, Schroders North America senior advisor and CNBC contributor, joins 'Power Lunch' to discuss if inflation is peaking, what Insana sees that the Fed vice chairs aren't and more. For access to live and exclusive video from CNBC subscribe to CNBC PRO:  » Subscribe to CNBC TV:  » Subscribe to CNBC:  Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide. The News with Shepard Smith is CNBC’s daily news podcast providing deep, non-partisan coverage and perspective on the day’s most important stories. Available to listen by 8:30pm ET / 5:30pm PT daily beginning September 30:  Connect with CNBC News Online Get the latest news:  Follow CNBC on LinkedIn:  Follow CNBC News on Facebook:  Follow CNBC News on Twitter:  Follow CNBC News on Instagram:  #CNBC #CNBCTV... ( read more ) LEARN ABOUT: Investing During Inflation REVEALED: Best Investment D...

Jack Bogle transformed the investment management industry. Over a career lasting nearly half a century, Bogle was a crusader for individual investors, working to bring the interests of asset managers in line with those of their investment clients. In 1975, Bogle founded the Vanguard Group, structuring the business as a mutual company, meaning that Vanguard is owned by the funds it manages and, as a result, the funds' investors. A year later, Bogle and Vanguard introduced the first ever index mutual fund available to the general public, aiming to track the performance of the broader market while charging the lowest fees possible. At first, many in the investment industry snickered at Vanguard's new index funds, but over time Bogle's idea took hold. While maintaining some of the lowest fees in the business, Vanguard has grown its assets under management from $1.8 billion at its founding to $5.3 trillion as of September 30, 2018, making Vanguard the second largest...

Investing in I Bonds: A Safe Haven for Investors in Volatile Markets... ( read more ) HOW TO: Hedge Against Inflation REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing I Bonds Offer Higher Fixed Rates and Inflation Protection for Long-Term Savers When it comes to saving money, long-term savers are always on the lookout for investment options that offer higher fixed rates and protection against inflation. This is where I Bonds come into play. I Bonds, also known as Series I Savings Bonds, are an excellent investment choice for those seeking stability and growth over an extended period. One of the most significant advantages of I Bonds is their fixed rate of return. Unlike other investment options like stocks or mutual funds, which can have unpredictable returns, I Bonds offer a fixed rate set at the time of purchase. This fixed rate remains constant for the bond's enti...

Mineral & Financial Investments Ltd (AIM:MAFL) chief executive Jacques Vaillancourt speaks to Thomas Warner from Proactive about the latest news from the Lagoa Salgada Project in Portugal, the recent investment in Luca Mining as well as the performance of Mineral & Financial overall. The company announced the results earlier this week of its initial NI 43-101 Feasibility Study for the Lagoa Salgada VMS Project, based upon an updated Mineral Reserves and Resources Estimate. Vaillancourt gives his take on the study, saying that although the study showed slightly lower results than anticipated, the measured reserve component still demonstrated a "robust" NPV of $147 million. The study also revealed that the all-in sustaining cost for the first five years would be approximately 59 cents per pound of zinc equivalent, with an annual cash flow of $56 million for the same period. Vaillancourt says that while inflation has affected the upfront capex for the proj...

Greencoat UK Wind PLC (LSE:UKW) investment co-manager Stephen Lilly visits the Proactive London studio to speak with Thomas Warner after the renewable infrastructure fund published half year results for the period to 30 June 2023 that revealed a first-half year-on-year dividend hike of 13.5%. Lilly gives a brief overview of how Greencoat has been performing recently, highlighting the £204 million of net cash generated over the six months, backed by 2.1 terawatt hours of production, with net asset value remaining largely flat. Lilly attributed the results to various factors, including future power prices, inflation, and the value of assets acquired by the business. He emphasised that he believes concerns regarding the fund's debt position and inflation are unfounded, as the company's stability and return on investment remained strong. He also highlights the importance of understanding the combination of dividends and reinvestment in achieving a healthy return, an...

Cliff Asness, AQR Managing Principal and CIO, says equities and bonds are telling different stories about the probablity of a looming US recession. Asness thinks that stocks stand to suffer more than bonds if and when a recession foes arrive. This episode of "Bloomberg Wealth with David Rubenstein" was recorded April 24th in Greenwich, CT. -------- Like this video? Subscribe to The David Rubenstein Show on YouTube: Watch the latest episodes of "The David Rubenstein Show: Peer-to-Peer Conversations" here: Learn more about David: Connect with us on... Twitter: Facebook: Instagram: ... ( read more ) BREAKING: Recession News LEARN MORE ABOUT: Bank Failures REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing Cliff Asness: Equities Are a ‘Scary Place’ to Be in a Recession Cliff Asness, the renowned founder and chief investment officer of AQR Capital Management, recently expressed his concerns about...

[ Offshore Tax ] Can I open an IRA or Roth IRA while living in France? Yes, a U.S. citizen living abroad can have both a traditional and/or Roth IRA. The restrictions only apply to making contributions. So, if you had an existing IRA before you moved abroad, you don’t have to get rid of it or transfer assets, but you may not be able to add to it while you’re overseas. TIMESTAMPS: 0:00 INTRO 0:10 Opening ROTH or IRA in France 1:30 Taxable income in France for US ex-pats 3:00 Using VPN for accounts 4:30 Financial advisors advice 5:50 OUTRO ------------------------------------------ OUR CHANNEL OFFERS: - Updated daily, we help 6, 7, and 8-figure International Entrepreneurs, Expats, Digital Nomads, and Investors legally minimize their global tax burden and protect their wealth. - Join Amazon's best-selling author, Derren Joseph, in exploring the offshore financial world. SUBSCRIBE TO OUR CHANNEL FOR MORE FREE INFORMATION: ------------------------------------------------...

Discover how IRA's differ from 401ks in this episode of JB Answers! Have a question? Comment it below with #AskETC #youtube #youtubeshorts #realestateinvesting #IRA #401k #401kplan #education #investing #fyp... ( read more ) LEARN MORE ABOUT: 401k Plans REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing What's the Difference between an IRA and 401(k)? When it comes to retirement planning, two common investment options that often grab people's attention are Individual Retirement Accounts (IRAs) and 401(k) plans. While both serve the same purpose of providing a means to save for retirement, they differ in terms of eligibility, contribution limits, and employer involvement. An IRA is an investment account established by an individual to save for retirement. It can be opened through financial institutions, such as banks, brokerage firms, or credit unions. An IRA ...

You probably heard a lot of people say that the first step in investing is to open up a Roth IRA. Well what is it and why should you open one as your first investment? I'm going over where to open an account, the tax-free benefits, the limitations, what to buy in your Roth IRA, how you can withdraw your money, and more! Learn how to make $800-8000 a month by selling covered calls and cash-secured puts 💸 Follow us on Instagram📱 Follow us on TikTok 📱 Follow us on Facebook 📱 Get a free stock on Robinhood with this code 💵 Get 2 free stocks on Webull with this code 💵 Books I Love 📚 Secrets of a Millionaire Mind The Simple Path to Wealth Rich Dad Poor Dad Think and Grow Rich I Will Teach you to be Rich: The Millionaire Mind Our mission is to help get you to financial freedom a little faster by sharing money tips and making stock market investing and options trading super easy. Make...

Silicon Valley Bank collapsed in less than two days when FDIC regulators seized control. In that time, the bank’s stock price fell over 60%, a $42 billion bank run was sparked and a liquidity crisis ensued. Here’s how SVB’s collapse became the second largest U.S. bank failure ever, and what it means for customers in the future. 0:00 SVB’s collapse forced bank closures, rattled global markets and threatened startups 0:30 The events leading up to SVB’s collapse 2:50 What was the turning point that marked SVB’s downfall? 4:39 Will Silicon Valley Bank be bailed out? What Went Wrong explores the challenging conditions and decisions that led to a company's downturn. #SVB #Finance #WSJ... ( read more ) LEARN MORE ABOUT: Bank Failures REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing The high-profile Silicon Valley Bank (SVB) found itself facing a crisis after it collapsed ...

Economic fears are growing after Silicon Valley Bank and Signature Bank collapsed within days of each other. The failures sent bank stocks into a tailspin and spooked customers now afraid of what might happen if their bank fails, too. As federal regulators work to clean up the mess, Axios' Business Editor Dan Primack and New York Times Columnist Ron Lieber spoke with Crystal Haynes about what went wrong with those banks and how the rest of us can keep our money safe. GBH News is a premier source for in-depth local news and original story telling based in Boston, Massachusetts. Subscribe to the GBH YouTube channel: Follow GBH News on Instagram: Like GBH News on Facebook: Follow GBH News on Twitter: ... ( read more ) LEARN MORE ABOUT: Bank Failures REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing The recent failures of Silicon Valley Bank (SVB) and Signature Bank ...

[ Offshore Tax ] Let's talk about US retirement account contributions while working abroad The IRA distribution rules for U.S. citizens living abroad are the same as those for citizens residing stateside. Whether you can contribute to your regular or Roth IRA while living abroad depends on your foreign income and the exclusions and deductions you claim, namely the foreign earned income exclusion (FEIE) or foreign housing exclusion. To contribute to an IRA while living abroad, you must have income left over after deductions and exclusions. If you exclude all of your income with the FEIE and have no other sources of earned income, you are not eligible to contribute to an IRA. However, if you only exclude part of your income or claim the foreign tax credit (FTC) instead, you may still be able to contribute to an IRA. TIMESTAMPS: 0:00 INTRO 0:10 End of service in Saudi Arabia 1:10 Investing in ROTH as a US ex-pat 2:40 SEC rules for US ex-pats 4:20 US retirement account c...

Gold IRA Zone published its review of Augusta Precious Metals, with the objective to help investors. For more information and the review can be found at ... ( read more ) LEARN MORE ABOUT: Precious Metals IRAs HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing REVEALED: Best Investment During Inflation For years, people have turned to gold as a safe haven for their investment. Gold has always been a valuable asset that has stood the test of time, and with the ongoing economic uncertainties, it's no surprise that people are looking at Augusta Precious Metals as their go-to partner for their Gold IRA investment. Augusta Precious Metals is one of the leading companies in the precious metals industry. They specialize in IRA investment in gold, silver, platinum, and palladium. They offer a range of services to help investors protect and grow their retirement savings through investment in precious metals. One of the ...