Timothy Sumer

IRA구좌에서 과연 어떤 사람들이 IRA구좌를 열수 있고 불입 할 수 있고, 1년에 얼마까지 세금 혜택을 받으면서 불입 할 수 있는지, IRA구좌에는 어떤 단점과 유의 해야할 점이 있는지에 대해서 알아보도록 하겠습니다. T-IRA구좌같은 경우엔 인출하는 모든 금액에 대해서 세금을 내야하는 수입으로 간주되기 때문에 더 큰 손해를 봐야하는 경우가 발생이 됩니다. 아무리 좋은 은퇴플랜을 가지고 있어도 그 플랜의 장 단점을 정확히 이해를 못하고 있다면 플랜을 가지고 있지 않은 것 보다도 못할 경우한 경우가 되는 것이죠. 내 스스로가 받을 수 있는 혜택이나 불이익에 대해서 관심 갖지 않으면 그 누구도 나를 대신 할 수 없음을 기억하셔야 겠습니다. RMD (Required Minimum Distribution) 표 우리의 미래는 항상 기대와 걱정 그리고 불안으로 뒤섞여 있습니다. 마치 한 번도 가보지 못한 여행을 출발할 때 항상 꼭 지참하는 나침판과 지도 처럼 앞으로 우리 미래의 평안하고 안정된 인생을 살기 위한 재정과 은퇴의 로드맵이 필요로 합니다. 여러분만의 은퇴 로드맵을 만들어 드리는 역활을 충실히 할 것을 약속 드립니다. 생명보험, 연금, 장기간호보험, 상속계획, 세금절세 플랜, 학자금플랜, 손자 손녀들을 위한 플랜, 뮤츄얼 펀드 투자 관련 모든 재정과 은퇴 플랜에 대해서 무료 상담 해드립니다. 엘에이와 워싱톤지역 어느곳에 계시던 상관 없이 문의가 있으신 분은 댓글이나 이메일로 보내주시면 성심 성의 껏 답변 하도록 하겠습니다. 재정어드바이저 앤디김 – askakimg@gmail.com... ( 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

Sign up for the Beartaria App. All positivity, family friendly social media. ================================ Sign up for email list here. Find this video of value? Buy me a cup of coffee! Get Your Own Pablo Retirement Gear: Follow me censorship-free! My course "Can I Retire" will help reduce your stress when it comes to retirement planning. Get it here: and don't forget there IS a 30 day money back guarantee if you're not satisfied! Get my books on Audible here: My Amazon Product page: Anything you buy there Amazon pays me a commission. Much appreciated! GET MY BOOKS: ALL are FREE to Kindle Unlimited Subscribers! You Can RETIRE on SOCIAL SECURITY: The Tax Bomb In Your Retirement Accounts: How The Roth IRA Can Help You Avoid It: Strategic Money Planning: 8 Easy Ways To Put Your House In Order GET ALL MY LATEST BLOGPOSTS: ... ( read more ) LEARN MORE ABOUT: Thrift Savings Plans REVEALED: Best Investment Du

In order to qualify for social security disability, a person needs a doctor to confirm that they are disabled and unable to perform any type of work. Discover why a disability attorney may be necessary to help qualify for social security disability with help from a licensed insurance agent in this free video on retirement planning and personal finance. Expert: William Rae Contact: www.hbwfl.com Bio: William Rae has been licensed in the insurance and financial fields for more than 30 years. Filmmaker: Christopher Rokosz... ( 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 retirement planning : How to Qualify for Social Security Disability retirement planning involves considering various aspects, such as savings, investments, and insurance. However, it is equally important to be aware of potential unforeseen

Explanation of MAGI, or Modified Adjusted Gross Income. There are various definitions of MAGI used throughout the U.S. tax code. This video discusses the six you're most likely to come across in retirement planning : 👉 MAGI for deductibility of traditional IRA contributions 👉 MAGI for eligibility of making Roth IRA contributions 👉 MAGI for Medicare premium surcharges known as IRMAA 👉 MAGI for ACA premium tax credit eligibility 👉 MAGI for the Net Investment Income Tax, or NIIT 👉 Provisional Income (not really a MAGI...) for determining how much of your Social Security benefits may be federally taxable Links in this video: retirement planning Insights - Taxes in Retirement - ​ #MAGI #ModifiedAdjustedGrossIncome #TaxPlanning DISCLAIMER: This video is only helpful hints and education. It is not specific tax, legal or investment advice. Before considering acting on anything you see in this video, first consult with your tax, legal or investment advisor. While the

================================ Sign up for email list here. Find this video of value? Buy me a cup of coffee! Get Your Own Pablo Retirement Gear: Follow me censorship-free! My course "Can I Retire" will help reduce your stress when it comes to retirement planning. Get it here: and don't forget there IS a 30 day money back guarantee if you're not satisfied! Get my books on Audible here: My Amazon Product page: Anything you buy there Amazon pays me a commission. Much appreciated! GET MY BOOKS: ALL are FREE to Kindle Unlimited Subscribers! You Can RETIRE on SOCIAL SECURITY: The Tax Bomb In Your Retirement Accounts: How The Roth IRA Can Help You Avoid It: Strategic Money Planning: 8 Easy Ways To Put Your House In Order GET ALL MY LATEST BLOGPOSTS: ... ( read more ) LEARN MORE ABOUT: Thrift Savings Plans REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SI

What is a Backdoor Roth IRA and how should I set it up? Money Not Math 145 When should you avoid this strategy? What makes a backdoor Roth IRA Different? Do you pay taxes on backdoor Roth IRAs? Are backdoor Roth IRAs worth it? How much can I contribute? What are alternatives to backdoor Roth IRAs? Podcast: Article referenced, #MoneyNotMath #5StoneFinancialGroup #DavidVsGoliath #Retirement #RetirementPlanning #BackdoorRothIRA #RothIRA #IRA #Roth #Taxes #Investing Disclaimer, this content is not legal, tax, or investment advice. You should always consult a qualified professional regarding your personal situation.... ( 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 What is a Backdoor Roth IRA and how should I set it up? Saving for retirement is crucial in today's uncertain times, and having a well-rounded investment strategy

当你离开原雇主时，你在原雇主那里的401k一般要转入新雇主计划，转入传统IRA或转入Roth IRA。有些雇主允许员工不离职也可以将401 K转入其他账户。该怎么选择呢？Sherry 邀请小伙伴们看本期视频，先了解清楚每种选择的优缺点，再结合自己的年龄、目前收入、有没有其他投资方式等因素作出最适合自己家庭的选择。 看完我的第五期关于401K的视频以后，你就比90%的美国居民对401K了解得更多了。相信你在退休规划上段位已经提高，不但可以完善自己的各种退休计划，还可以讲给朋友们听，帮助到别人啦！... ( 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 In recent years, retirement planning has become increasingly important as individuals aim to secure their financial stability during their golden years. One aspect of retirement planning that requires careful consideration is the management of retirement accounts, such as a 401(k). In this article, we will delve into the topic of the 401(k) rollover/conversion and explore how it can be a beneficial strategy for retirement planning . A 401(k) is an employer-sponsored retirement savings plan that allows employees to contribute a portion of th

In this episode, we break down the deadlines and strategies for contributing to your Solo 401(k) plan. If you're an S Corporation owner or a sole proprietor, this information is crucial. Discover how to reduce your taxable income, set up your Solo 401(k) plan, and start building your retirement nest egg. Don't miss out on these valuable tips and strategies to secure your financial future. AND DONT FORGET, SEPTEMBER 15th IS THE LAST DAY TO CONTRIBUTE! ---- Schedule a Free 15-minute new account phone appointment with one of our experienced Senior Account Executives regarding what type of account is best for you. ---- To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit ---- Learn how to take control of your retirement - Self-directed IRA Podcast - Shop my products - Blog & Articles - ---- Connect with Mat online: - Instagram: - Facebook: - LinkedIn: - Twitter: ... ( read more ) L

Have you ever wondered what a Self-Directed IRA is and why it's not more widely known? Prepare to be amazed as we demystify the world of Self-Directed IRAs in this eye-opening video. A Self-Directed IRA is an alternative retirement savings option that offers individuals the freedom to invest in a wide range of alternative assets beyond traditional stocks, bonds, and mutual funds. From real estate and private equity to precious metals and private placements, the possibilities are virtually limitless. So, why haven't you heard more about it? Join us as we explore the reasons why Self-Directed IRAs remain relatively unknown to the general public. We'll delve into the complexities of the financial industry, the lack of promotion by traditional financial institutions, and the limited awareness among retirement savers. Discover how you can tap into the power of Self-Directed IRAs to unlock unique investment opportunities and potentially supercharge your retirement sa

Sponsored by Noble Gold -- Protect Against Inflation With A Gold IRA! Click Here! -- Noble Gold is Who I Trust! Like, Share, Subscribe! Listen to The Terrence K. Williams Show on all podcast platforms Collin Plume is the founder of Noble Gold Investments and avid supporter of conservative media. Here he reveals in great detail how gold & silver protect against inflation and how the process works, from storage, IRA details, mining, and the myth about gold flaked steaks! Terrence K. Williams is a comedian who lives the American Dream. Follow my socials: ... ( 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 Collin Plume Will Save You Money | Terrence K Williams Show #13 On the latest episode of the Terrence K Williams Show, viewers were treated to an informative and engaging interview with financial

Today on Your Money, Your Wealth® podcast 328 with Joe Anderson, CFP® and Big Al Clopine, CPA: Roth 401(k) contributions and "Megatron" (er, mega backdoor) Roth contributions for highly compensated employees, and the Roth conversion strategy of filling the tax bracket. Plus, moving a pension to an investment plan, owning real estate in a self-directed IRA, paying off the mortgage vs. refinancing your house, spousal vs. survivor Social Security benefits, and rolling a whole life insurance policy to a variable annuity. Access the YMYW podcast show notes and Ask Joe & Al on air: 00:00 - Intro 01:13 - We Have $6M Retirement Savings and $475K Gross Income. Should We Contribute to Roth 401(k)? (Dan, NYC) 05:52 - Highly Compensated Employee “Megatron” Roth Contributions: Do These People Have Rocks in their Heads? (Nick, OH) 16:23 - Is Filling the Tax Bracket the Best Roth Conversion Strategy? (JR, Charlotte, NC) 27:30 - Should I Move My Pension to an Investment Plan

Join MyExpatTaxes CEO and IRS enrolled agent as she walks you through what expats should know about IRAs and Roth IRAs as an American living outside the US. Some questions Nathalie answers: How much can I contribute to my IRA? Should I open an IRA as an expat? Should I close my US IRA now that I'm abroad? Are there penalties I should be aware of? 💵 Get started with MyExpatTaxes: (yes, US expats can get a tax refund from the IRS). ℹ️ Click here to find the most up-to-date price: 👉 Join our FREE US Expat Tax Support Facebook group: The leading US Expat Tax software makes filing US Expat Taxes easier. One affordable price to keep you 100% compliant with the IRS. Sign in, fill out our automated questionnaire, and e-file instantly. No tax situation is too complex! 🇺🇸 Helpful US Expat Tax Tips 🇺🇸 Paying US Taxes as an American Abroad: Do I Need To File US Expat Taxes: All the new info for filing your taxes as an expat in 2022 Intro: (00:00) IRAs f

================================ Sign up for email list here. Find this video of value? Buy me a cup of coffee! Get Your Own Pablo Retirement Gear: Follow me censorship-free! My course "Can I Retire" will help reduce your stress when it comes to retirement planning. Get it here: and don't forget there IS a 30 day money back guarantee if you're not satisfied! Get my books on Audible here: My Amazon Product page: Anything you buy there Amazon pays me a commission. Much appreciated! GET MY BOOKS: ALL are FREE to Kindle Unlimited Subscribers! You Can RETIRE on SOCIAL SECURITY: The Tax Bomb In Your Retirement Accounts: How The Roth IRA Can Help You Avoid It: Strategic Money Planning: 8 Easy Ways To Put Your House In Order GET ALL MY LATEST BLOGPOSTS: ... ( read more ) LEARN MORE ABOUT: Thrift Savings Plans REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN

In this video, Kyle explains how a trust intended to be designated as a beneficiary of a Defined Contribution Retirement Plan must be drafted with special provisions to navigate complex tax rules. He also describes how Conduit Trusts and Accumulation Trusts work and when each type of trust structure is typically implemented.... ( 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 Retirement Plan Trust: Securing Your Future As the workforce ages, retirement planning has become a pressing issue for individuals and families. With the decline of traditional pension plans, many workers are now responsible for managing their own retirement savings through employer-sponsored retirement plans such as 401(k)s and individual retirement accounts (IRAs). While these retirement plans offer individuals the opportunity to sav

This video is for those who want to start investing and planning for their Future. This video brief explains how to start planning for your retirement so you don't end up working at Costco at age 65.... ( 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 retirement planning is an essential aspect of personal finance that should not be taken lightly. One of the key elements in planning for a secure retirement is saving money, and one popular way to do this is through an Individual retirement account (IRA). There are two main types of IRAs: Roth IRA and Traditional IRA. In this article, we will explain these two options in simple terms to help you make an informed decision. Firstly, let's understand the basics of an IRA. An IRA is a tax-advantaged investment account specifically designed for retirement savings. The primary adva