Timothy Sumer

In this 19th episode of the Learn | Invest | Grow show, Adam Levine and Tei Kim reiterate how taking full advantage of compounding will change the financial future for everyone and speed up the journey to financial freedom. However, significant taxes can dampen the positive effect that compound interest can have on our financial future. They delve into a relatively underexplored tax-advantaged vehicle, a self-directed IRA. With a self-directed IRA, you may invest in assets you personally know and understand well outside the conventional investment options such as stocks, bonds, mutual funds, ETFs, etc. Why is this important? Because when you understand your investments, you stand a better chance of building the wealth to reach financial independence in retirement. Adam shares a story of his father (retired dentist) and how he cashes in on the self-directed IRA for his investment. If you liked this video, give us a little thumbs-up below the video and leave us a comment

In this video I will break down the whether you should be investing in a Roth IRA or a Traditional IRA, plus I will also break down the ETF asset allocation strategy that I use. People often get so intrigued with buying stocks, that they miss the reality that most people can't beat the market average over a long period of time. Often the best stocks to buy now are passive managed index funds. You can open a Roth IRA or traditional IRA through brokerages like Vanguard or Fidelity. M1 Finance Roth IRA has also become a popular option. The book I recommend in this video is the Bogleheads Guide to the 3 fund portfolio if you are interested. Follow me on Social Media Instragam- Facebook- Snapchat- Chris_Futrell... ( 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 Roth IRA vs Traditional IRA: Which One Makes You More Money? Saving for r

In this Masterclass, we will cover: - Meet Scott Maurer with Advanta IRA - What is a qualified retirement plan and how does it differ from a standard SDIRA? - Who is a QRP/SEP for (and who is not for)? - How can an investor set up a QRP/SEP? - And so much more! Learn more about passive investing from Whitney Elkins-Hutten: Follow Whitney Elkins-Hutten Follow Dan Handford: Follow Danny Randazzo: Follow Brandon Abbott: #apartmentsyndication #realestateinvesting #apartmentinvesting #multifamilysyndication #realestatesyndication #multifamilyinvesting... ( 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 When it comes to building wealth and securing a comfortable retirement, investing is one of the most powerful tools at our disposal. However, not all investments are created equal, and making the right

By transferring your IRA or 401k into A self-Directed IRA or Solo 401k, you can invest in things other than the stock market, such as Real Estate, Real Estate Syndications, gold, or even a small business. In this video, I touch on the story of how I did this back in 2010 and invested my flat-lining retirement account into a couple of duplexes, and never looked back.... ( 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 If you have an Individual retirement account (IRA) or a 401k, you may have limited investment options. Typically, most people keep their retirement funds invested in mutual funds, stocks, or bonds. This can work well for some investors, but if you're looking for more control over your retirement funds and want to start investing in real estate, a self-directed IRA or a solo 401k may be just what you need. A self-directed IRA o

The science of self-directing your 401k and IRA’s into investments with far more potential to make higher returns than the stock market.... ( 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 Investors are increasingly turning towards self-directed IRA or 401k accounts to take control of their retirement investments. With these accounts, investors have greater flexibility and options to diversify their portfolio. However, many investors make costly mistakes that can harm their retirement funds. Here are some common mistakes to avoid when utilizing self-directed accounts. 1. Failing to Understand Rules and Regulations Self-directed accounts come with a unique set of rules and regulations that investors must be aware of. For example, self-directed accounts may have restrictions on certain types of investments, such as collectibles, life insurance, o

In this Masterclass, we will cover: - What is a self-directed IRA and Solo 401(k) and what do investors need to be aware of? - Why is it important to work with a quality IRA custodian to invest in real estate? - How can you make real estate investing with your self-directed IRA a smooth process? - And so much more Learn more about passive investing from Whitney Elkins-Hutten: Follow Whitney Elkins-Hutten Follow Dan Handford: Follow Danny Randazzo: Follow Brandon Abbott: #carwashinvesting #apartmentsyndication #realestateinvesting #apartmentinvesting #multifamilysyndication #realestatesyndication #multifamilyinvesting... ( 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 Real estate investments have long been popular among individuals looking for stable returns and long-term growth. However, not many people are aware that they

For Exclusive Content on Stocks and Cryptos, please visit our Patreon website: Get up to 12 Free Stocks valued between $34 and $30,600 when you open and fund a new Stock Account: The best way to support our channel is to share this video on your social media to spread awareness. We appreciate the support! For a FREE STOCK on Robinhood: Investing Mistakes to Avoid: Investing Tips for Beginners: Understanding Stocks and Investing: Taxes on Stocks Explained: Common Stock Terms: Dividend Stocks Explained: How to Bet Against Stocks: How to Use Call Options To Make You Passive Income: This is our TurboTax Link for your tax preparation needs: ClearValue Tax and affiliates and related parties do not provide tax, legal or accounting advice. 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 bef

Should you sell options against your S&P 500 index fund shares? In this video, I explain why I transferred assets from my Roth IRA at Vanguard to tastyworks. I'm going to buy 100 shares of SPY and sell covered calls against the position in the new brokerage. I'll use the profits from selling covered calls to buy more shares of Vanguard Total Stock Market Index Fund (VTI) inside my tastyworks Roth IRA. This is index investing with options. Yes, I'm mixing passive index investing with active options trading. Let's find out if this strategy will outperform the index over time. --- Timeline 0:00 Intro 1:19 Why tastyworks? 2:11 Then what? 2:23 Why buy SPY 2:54 What is this magical strategy? 4:03 What about dividends? 4:33 Where will covered call profits go? 4:56 Still an index investor? 5:48 What about Vanguard? 7:45 Will you let us know how it goes? 8:08 Did you invent this strategy? 8:40 Why do this in a Roth IRA? 9:01 Final thoughts? 9:43 Blooper ---- — T