Timothy Sumer

In recent years, a lot of changes have taken place. The changes include the laws about an inherited IRA from a parent. So, what’s new? In this video, I will talk about what to do with an inherited IRA from a parent. Got a question? Submit them and join me and my expert guests for weekly Q&As Watch And Enjoy! Loral Langemeier Key Moments In This Episode ======================== 00:00 Intro & Summary 01:14 What Is An IRA 02:02 What Is An Inherited IRA 02:30 What’s The First Thing To Do 03:12 How Does IRA Work 04:36 What Are The Downsides Of IRAs 05:42 How Do You Strategize 06:27 What 5 Things You Should Know 07:45 What To Do Now What To Watch Next ======================== What's The Difference Between An IRA And A 401k Other Resources ======================== Learn more about me, CEO of Integrated Wealth Systems: Learn more about Integrated Wealth Systems: Stay up to date with me on the 360 App: Listen to the Real Money Talks Podcast: Take The Fi...

CHOOSE THE RIGHT ONE → SOLO 401(k) vs SEP IRA Both the Solo 401(k) and SEP IRA are great plans. In this video, I help you choose the right one. As an entrepreneur, self-employed, and/or small business owner, you’ve got to pivot from time to time when it comes to retirement planning and investing! There are some things you need to know about these retirement plans as you build your wealth. Money expert advice can help you decide on a solo 401(k) also known as a self-employed 401(k), and SEP IRA, as explained in this video. Do you have a corporate job and a side business? Chances are you're missing a big opportunity to build your wealth. A MONEY TIP in this video will help you win that opportunity! Watch this video until the end to learn how to get your retirement planning aligned to your financial well-being. I’ve also included money expert tips in this video for self-employed so you know your retirement options. And if you want to learn more about traditional...