Timothy Sumer

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Showing posts with the label plan

Is it Wise to Transfer My 401k to an Annuity?

================================ Get the PDF version of my Tax Bomb book for free follow this link. Be on the lookout for my 4th book coming out soon, YOU CAN RETIRE ON SOCIAL SECURITY! If you like what you see, a thumbs up helps A LOT. It tells YouTube that people are engaged and so the Youtube algorithm will show the video to others who may be interested in the content. So, give me a thumbs up, please! Don't forget to SUBSCRIBE by clicking here: My Amazon Product page: Anything you buy there Amazon pays me a commission. Much appreciated! If you received value from this video and/or channel, and want to say thanks, feel free to send a donation via Paypal. I'm not too proud to ask! Contact me: Josh@heritagewealthplanning.com GET MY BOOKS: ALL are FREE to Kindle Unlimited Subscribers! 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 State by State Tax Gu

Caution: Health Care Costs in Retirement are On the Rise

================================ 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 SILVER:

Accompany Me as I Lead Tim from Indy on a Journey to a Secure Retirement

Considering Retirement? Here's Why a Variable Annuity Could Be a Smart Choice

================================ Sign up for email list here. LET'S SOCIALIZE! Linkedin: 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: Want to support what I'm doing for $10 a month? Join my SubscribeStar page! 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: Retirement Annuities REVEALED: How To Invest During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER:

Are You Overlooking the Tax Credit for Your Roth IRA?

================================ Sign up for email list here. LET'S SOCIALIZE! Linkedin: 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: Want to support what I'm doing for $10 a month? Join my SubscribeStar page! 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: IRA Accounts CONVERTING IRA TO GOLD: Gold IRA Account CONVERTING IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA

Get Ready for Massive Real Estate Deals!

rewrite this title She's 71 With No Retirement & This is the Advice She Gets?

The Ultimate Guide to 401K for H1B L1A F1 VISA holders in the USA - Maximize Your Savings Today!

USA residents mostly know about the common tax saving retirement plan BUT lot of Indians and many other resident aliens from other countries working in USA are unaware of this plan OR have misconceptions which prevent them from taking full advantage of this employee benefit plan.. Check with your company HRs about the match limit. It ranges from 3% to 8%. Pls use full benefit and invest as per maximum limit available Watch video 2 for withdrawal process A long term investor should not be worried with short bear markets. Those interested in stock market investing can open trading account with below links: (Indian subscribers can open account from below link with zerodha ) (USA subscribers can open account from below link with robinhood) #401k #401k for h1b #TCS #WIPRO #POLARIS #TECHM #COGNI #INFY #COGNIZANT #INFOSYS #STUDENT #US #IT #MS #401k #retirement #savings #USA... ( read more ) LEARN MORE ABOUT: 401k Plans REVEALED: Best Investment During I

Comprehending MAGI: Limits for Roth IRA Contributions

Roth conversion income does NOT count against your MAGI in order to determine your ability to contribute directly to a ROTH IRA. I did not know this! Ole Ben from Texas shared that information with me. So I knew I needed to share it with you too. Folks, this just proves the point, NO ONE can possibly know everything when it comes to financial planning. And when it comes to YOUR specific situation, no one cares more about it than YOU. Thus, while relying on folks in the business is a good idea, man, oh man, you've got to take care of number 1 first. And that's you! ================================ If you like what you see, a thumbs up helps A LOT. It tells YouTube that people are engaged and so the Youtube algorithm will show the video to others who may be interested in the content. So, give me a thumbs up, please! Don't forget to SUBSCRIBE by clicking here: My Amazon Product page: Anything you buy there Amazon pays me a commission. Much

"Bank Bailout Makes Hillary Uneasy"

Sen. Hillary Clinton, D-N.Y., explains to Harry Smith why Congress needs to rein in the Bush administration on the economic bailout so taxpayers themselves will see the benefit.... ( read more ) LEARN MORE ABOUT: Bank Failures REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing Hillary Uneasy Over Bank Bailout: What does it mean for the economy? Hillary Clinton, former Secretary of State and one of the major candidates for the US presidency, has expressed disquiet over the bank bailout. In an interview with CNN, she said that while the intention behind it might have been well-meaning, there was too much interference in the market that had caused economic instability, particularly in the banking sector. The bank bailout, which was introduced after the 2008 financial crisis, was intended to rescue banks from going bankrupt, which would have caused economic collapse. The bailo

The Small Cap Stock Fallacy: A Warning.

================================ 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: IRA Accounts INVESTING IN A GOLD IRA: Gold IRA Account INVESTING IN A SILVER IRA: Silver IRA Account REVEALED: Best Gold Backe

2023 brings a significant enhancement: Lump Sum or Pension - Which One to Choose?

================================ 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: Want to support what I'm doing for $10 a month? Join my SubscribeStar page! 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: Retirement Pension Plans REVEALED: Best Investment Duri

"401 - An Overview of Retirement Planning"

As it pertains to planning your retirement you will discover there are many options accessible towards the experienced investor. The issue isn't just within expense possibilities however the understanding that is needed to be able to change individuals possibilities in to crazy successes. Because of this on your own, We suggest that your first stop together the road to financial retirement investment be at the doorway of the qualified monetary planner. check it on ... ( read more ) LEARN MORE ABOUT: 401a Plans REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing A 401(k) plan is a retirement savings plan that allows employees to contribute a portion of their wages before taxes are deducted. These contributions are invested by the plan administrator and can grow tax-free until retirement. Individual contributions can be matched by the employer, and some plans offer addition

Vanguard Suggests Using Roth IRA for Estate Planning Purposes.

Roth IRAs SHOULD be looked at as an estate planning tool. In this video, we go over a Vanguard paper that talks about this exact thing. ================================ If you like what you see, a thumbs up helps A LOT. It tells YouTube that people are engaged and so the Youtube algorithm will show the video to others who may be interested in the content. So, give me a thumbs up, please! Don't forget to SUBSCRIBE by clicking here: My Amazon Product page: Anything you buy there Amazon pays me a commission. Much appreciated! If you received value from this video and/or channel, and want to say thanks, feel free to send a donation via Paypal. I'm not too proud to ask! Contact me: Josh@heritagewealthplanning.com GET MY BOOKS: ALL are FREE to Kindle Unlimited Subscribers! 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 State by State Tax Guide For Retirees

What defines a QUALIFIED Distribution from a Roth IRA?

================================ 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: Want to support what I'm doing for $10 a month? Join my SubscribeStar page! 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: IRA Accounts INVESTING IN A GOLD IRA: Gold IRA Accou

What Will Be the Amount of Your Taxes during Retirement?

================================ Sign up for email list here. LET'S SOCIALIZE! Linkedin: 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: Want to support what I'm doing for $10 a month? Join my SubscribeStar page! 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: IRA Accounts CONVERTING IRA TO GOLD: Gold IRA Account CONVERTING IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed I

Caution: The Dangers of the 401k Trap

================================ 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: 401k Plans REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA