Timothy Sumer

... ( 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/beneficiary-designation-strategies-for-life-insurance-retirement-plans-3m25s-9-d1v9/?feed_id=62959&_unique_id=63ccc5e99bef1 #Inflation #Retirement #GoldIRA #Wealth #Investing #AdvanceHealthDirective #AffordableTrusts #Conservatorship #CostofaLivingTrust #CostofProbate #livingtrust #LivingTrusts #livingwill #powerofattorney #probate #ProbateFees #trustattorney #TrustSettlement #Will #wills #QualifiedRetirementPlan #AdvanceHealthDirective #AffordableTrusts #Conservatorship #CostofaLivingTrust #CostofProbate #livingtrust #LivingTrusts #livingwill #powerofattorney #probate #ProbateFees #trustattorney #TrustSettlement #Will #wills

Build your estate plan online! MyAdvocate is the online solution for creating and maintaining your Will and all other legally-valid estate planning documents. Click the link below to get started! -- Many people like the idea of leaving their estate in trust for their spouse. Leaving your estate in trust for your spouse can accomplish the dual objectives of: (1) providing for your spouse; and (2) controlling who will receive the remaining trust assets when your surviving spouse passes away. The trustee that you designate needs to have an understanding of the legal and financial concepts involved in being a trustee. I've broken down your options regarding who should be the trustee of a trust that you establish for your spouse into four options: (1) Your spouse: (2) An individual other than your spouse: (3) A co-trustee arrangement; and (4) A corporate trustee. For prospective law firm clients who want to schedule a free 30 minute initial phone call with Paul Rabalai...

Retirement plans like IRAs and 401k plans are a unique asset that can cause serious problems when inherited. This presentation explains the differences between qualified retirement plans and the Inherited IRA, and how to provide for income tax deferral and asset protection for your spouse, partner, children or other heirs. NOTE: Because of legislation pending in the United States Congress that may seriously impact the distribution of retirement plans at the death of the owner, I am suspending any further Retirement Plan Trust Seminars until the final legislation is either passed or rejected. If you wish to view the Retirement Plan Trust Seminar, please be advised that Congress may change many of legalities set forth in the presentation in 2017.... ( 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 https://inflationprotection.org/the-retireme...

1 What investment vehicle options are there besides a 401k or IRA/Roth IRA? 2 How can I calculate my total amount of money in 5 years if it's growing at a rate of 5% per year? 3 Why do people not put maximum contribution in 401k account ? 4 What’s the worst personal finance advice you ever received? 5 Is have a 401k plan necessary for today's retirement plan, and would the ROI be worth it for retirement? 6 What common financial advice should you always ignore? 7 Did you, or do you plan to, start collecting Social Security at age 70 instead of your full retirement age? Why or why not? 8 Why would you take early Social Security (Age 62)? 9 Can I take out $200k from my $401 retirement account ? 10 Is a tax deferred investment always preferable to a tax exempt investment when it comes to retirement? 11 Donald Trump says he is considering indexing capital gains to inflation. Is this a good idea? 13 What are some of the benefits of a living trust? 14 Do I have ...