Timothy Sumer

Visit our website: Schedule a meeting with Mark at: The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its r

The Roth Conversion and Mega Backdoor Roth may be on the chopping block with proposed legislation moving forward in congress. The idea that has been floating around on if you should take advantage of the Roth Conversions before the end of the year are weighing on higher income earners. There is a strategy that may help minimize or eliminate all your taxes in the year of the conversion. I was talking with another industry pro on how to accomplish this conversion and not pay taxes, legally of course. Let me know in the comments if you're considering this type of transaction and I may do a video on it or add it to the membership section. I don't think it's going to be highly used by for high income earners it may be a big help. ----------------------------------------------------- Join this channel to get access to perks: ----------------------------------------------------- ///////////////////////////////////////////////// Get answers FASTER... Join this ch

Mega Backdoor Roth IRA for high income earners - Nabil Bilo Bouab... ( 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 The Mega Backdoor Roth is a retirement savings strategy that many individuals may not be familiar with, but it can prove to be a powerful tool for boosting tax-free income in retirement. One person who has extensively studied and implemented this strategy is Nabil Bilo Bouab. Nabil Bilo Bouab is a financial advisor and retirement planning expert who has helped countless individuals achieve their retirement goals. He has dedicated a significant amount of time and effort to researching and understanding the Mega Backdoor Roth and has successfully implemented this strategy for himself and his clients. His expertise on the subject has made him a trusted resource in the field of retirement planning . But what exactly is the Mega Backd

Get to know how much you can contribute to a Roth IRA or Traditional IRA, 401k, and HSA for 2023! Add me on Instagram: michellemarki If you max out these retirement accounts, you can make the most of compounding your investments! Timestamps: 0:00 Retirement Investing 2023 Intro 0:34 Contribution Limits 2023 1:59 Roth IRA 6:02 Traditional IRA 7:42 401k 10:16 Solo 401k, SEP IRA, SIMPLE IRA 10:57 Health Savings Account (HSA) 14:27 Invest To Retire Comfortably Since it's never too early to start saving and investing for retirement, I feel strongly passionate about maximizing my retirement investments and helping my friends and family to do the same. So I hope the detailed information I put together will be helpful to your retirement investing education! I love Roth IRAs the most because you are not forced to take a required minimum distribution (RMD) from them, unlike a Traditional IRA, pre-tax 401k, and Roth 401k. The major benefit with the Roth IRA is you pay taxes whi

- At Thrive Wealth Management we are CERTIFIED FINANCIAL PLANNER™ professionals with a mission to help you make better financial decisions by simplifying your complex financial life. Thrive will consider your entire financial picture, lay out your options, and partner with you to help make the right decisions. Call Today (215)376-5530 Visit Our Website Thrive Wealth Management 2650 Audubon Road Audubon, PA 19403 1669 Edgewood Road, Suite #202 Yardley, PA 19403 steve@thrivewealth.com loretta@thrivewealth.com mike@thrivewealth.com... ( 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 A Mega Back Door Roth IRA is a retirement savings strategy that allows individuals to contribute a significant amount of money to a Roth IRA account, even if they already maxed out their traditional 401(k) or IRA contribution limits. The name "Mega Back Door

The Mega Backdoor Roth IRA provided for in the retirement plans of companies such as Boeing, Microsoft, and Google gives highly-compensated employees an additional opportunity to tax-efficiently save for retirement.... ( 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 Mega Backdoor Roth IRA: A Unique Opportunity to Boost Retirement Savings Through After-Tax Contributions There are several ways to save for retirement, but one of the most popular options is the Individual retirement account (IRA). This type of account allows you to invest your money in tax-advantaged vehicles, such as mutual funds, stocks, and bonds, to grow your wealth over time. However, there are some limitations to the traditional IRA that can limit your ability to save at a higher level. One solution to overcome these restrictions is the Mega Backdoor Roth IRA, a unique strate

Twelve Tax Tips of Christmas Why you should convert our 401k or Traditional IRA into a ROTH IRA. FOLLOW CHRISTIAN: Instagram: Business: Films: This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Links above include affiliate commission or referrals. I'm part of an affiliate network and I receive compensation from partnering websites. The video is accurate as of the posting date but may not be accurate in the future. #taxes #finance #investments... ( 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 As the end of the year approaches, it's time to start thinking about year-end tax planning. One strategy to consider is the backdoor

The Mega Back Door Roth 401(k) can help maximize your retirement savings. Unfortunately, more people don't know about it, so learn more and educate yourself. Learn more about the Solo 401(k) plan and how it can help you: Learn more about the Self-Directed IRA and how it works: -- Discover more videos by IRA Financial: Subscribe to our channel: -- About IRA Financial: IRA Financial Group was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms. During his years of practice, he noticed that many of his clients were not even aware that they can use an IRA or 401(K) plan to make alternative asset investments, such as real estate. He created IRA Financial to help educate retirement account holders about the benefits of self-directed retirement plan solutions. Learn More: ... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERT IRA TO GOLD: Gold IRA Account CONVERT IRA TO SILVER: Silver IRA Account REV

In this video The White Coat Investor does a Deep Dive into How To Do A Mega Backdoor Roth IRA. The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs for specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you! Subscribe Here: Main Website: Student Loan Advice: Facebook: Twitter: Instagram: Subreddit: Online Courses: Newsletter: 00:00 Mega Backdoor Roth IRA 00:20 Multiple 401(k) Rules 02:39 After Tax Employee Contributions 04:12 How To Do A Mega Backdoor Roth IRA... ( read more ) LEARN MORE ABOUT: IRA Accounts CO

Sign Up For Solo401k & Save $60k+ For Retirement Today! Create A SEP IRA with M1 Finance For FREE Today! In this video, we answer the question of what the best retirement plan is for self-employed people so that you can save millions for retirement tax-free and maximize your small business finances. 🛠 My Top Resources For Scaling Businesses: 💻 My Top Small Business Tools Best Business Bank Account (Free): Best Email Marketing (Free): Best Website Builder (Free): Best Productivity Tool (Free): 🔗 Other Stuff Don't forget to subscribe! 👈😁 Add me on Instagram! 👉 DISCLAIMER: This video and description contain affiliate links, which means that if you click on one of the product links, I’ll receive a small commission. This helps support the channel and allows us to continue to make videos like this. Thank you for the support! Everything in this video is based on information we learned from online resources, our own experiences, and books we have read. P

MAJOR changes may be on the horizon for individuals with high incomes and large balances in their IRAs and 401(k)s. I told you last week that Congress may be looking to crack down on the use of accounts like Roth IRAs by the wealthy, and such a proposal just hit the wire this week. There are lots of proposed changes from contribution rules to new RMDs to closing up the backdoor IRA for many investors. These are things we need to keep up with as retirement savers! Today, we will discuss: 1. What Congress is proposing 2. What these retirement plan regulations mean 3. How these regulations may impact your life and lead to more regulation in the future Begin your path to financial freedom today: Don’t forget to like, subscribe, and leave comments below as I would love your feedback. Be sure to check out my website (www.mnowithdylan.com) where you can get more information on my financial coaching services and more, the podcast of these shows if you are more of a listener than a

In this video The White Coat Investor does a Deep Dive into the Back Door Roth IRA vs. Mega Back Door Roth IRA. The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs for specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you! Subscribe Here: Main Website: Student Loan Advice: Facebook: Twitter: Instagram: Subreddit: Online Courses: Newsletter: 00:00 Back Door Roth IRA 00:28 Mega Back Door Roth IRA 00:58 Roth Conversions 01:30 Types Of Contributions 03:20 How To Do A Mega Back Door Roth IRA... ( read more ) LEARN MO

Congress is at it again, this time aiming to prohibit the Mega Backdoor Roth IRA. The new proposed legislation from the Democrats would end the mega-backdoor Roth by prohibiting all after-tax contributions in work plans for everyone, regardless of income level. Article: Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit or call 574-247-5898. Find more information about the Wise Money Show™ at Be sure to stay up to date by following us! Facebook - ​ Twitter - ​ Instagram - Want more Wise Money™? Read our blog! ​ Listen on Podcast: ​ Subscribe on YouTube: Mike Bernard, CFP® offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of prin

///////////////////////////////////////////////// Get answers FASTER... Join this channel to get access to perks: ----------------------------------------------------- Are you ready for professional investment advice? We can help you with financial planning and asset management. Let us guide your investments to your financial freedom. START HERE Our financial planning process is an ongoing relationship because as you grow, your financial plan grows with you. At Sickle Hunter Financial Advisors, we believe that saving and making sound financial decisions will help improve your life’s changing needs and objectives. Retirement, college planning, wealth building, social security, and career benefit packets are only a few of the financial decisions that you may face in your lifetime and we’re here to help guide you. TRAVIS T SICKLE, CFP®, EA®, AAMS®, CRPC®, RICP® CERTIFIED FINANCIAL PLANNER™ Company Website: twitter: @travissickle Instagram: Facebook: LinkedIn: Sickle H

10 Ways to Save More for Retirement and Reduce Your Taxes. The retirement savings plan strategies are pieces to your financial life that can also help reduce your taxes. You can save smarter for your retirement at any income level while reducing your taxes. 0:00 Intro 0:51 #1. Balancing between the Roth IRA and Traditional IRA 2:16 #2. SEP IRA with employees 3:22 #3. Roth IRA and no RMDs 4:30 #4. 401(k) Contribution limits 5:28 #5. NonDeductible Contribution and Backdoor Roth Conversion 6:30 #6. Municipal Bonds in taxable accounts 6:46 #7. Dividend-paying stocks for favorable tax treatment 7:13 #8. Buy and Hold stocks for long-term capital gains 8:00 #9. Workplace Plan NonDeductible Contribution for Megabackdoor Roth 8:58 #10. Nonqualified Annuity for an income stream ///////////////////////////////////////////////// Get answers FASTER... Join this channel to get access to perks: ----------------------------------------------------- Are you ready for professional inv