Timothy Sumer

Check out my portfolio and join me on my goal to set myself up for retirement. Subscribe to get the next update on my portfolio. Today I reveal my Schwab Roth IRA portfolio as of March 12th, 2022 and which funds I hold and my profit and loss. Every so often I will create a short video updating my overall portfolio and showing my stock purchases. I prefer to invest in low cost index funds that slowly and surely build over time with compound interest. If you are interested in further details about a Roth IRA or SCHD, check out my other videos. #finance #invest #investing #investingtips #millionaire #money #personalfinance #investment #dividend #dividendinvesting #rothira #schd #portfolioupdate #portfolio #charlesschwab #portfolioupdates #stockmarket #stocks #stockvideo #stockportfolio #stockportfolioreview#schwab #schwabportfolio#portfolioupdate #portfolioreview #portfolioreveal#schd #swppx... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD:

Here is a common mistake that is made by many and it is 100% avoidable. Please don't make this mistake with your retirement! For more information about our firm, please contact us at: (770) 683-3608 | msmith@wcfingroup.com, or by web at: www.wcfingroup.com... ( 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 As 2021 draws to a close, many Americans are considering rolling over their individual retirement accounts (IRAs) into different investment options. However, before you rush into making any moves with your IRA, you need to be aware of the potential tax implications. The "New Years IRA Rollover Tax Trap" occurs when an investor moves their IRA funds into another investment option without properly following Internal Revenue Service (IRS) rules, leading to a large tax bill in the upcoming tax season. This can happen if you withd

This is a special edition of 40 Finance where I review my full ETF portfolio. I hold these ETF's in my SEP IRA account, which is a type of retirement account for small business owners. 🔥 GET MY FREE STOCK ANALYSIS GUIDE: My goal with this SEP IRA is to grow it from the current value of $45k to $250k by the middle of 2025. Obviously this will include contributions as well as DRIPs and appreciations. The following Exchange traded funds are mentioned in this video: First Trust Dow Jones Internet Index Fund (FDN) Vanguard High Dividend Yield Index Fund ETF Shares (VYM) Vanguard Real Estate Index Fund ETF Shares (VNQ) Consumer Discretionary Select Sector SPDR Fund (XLY) iShares U.S. Consumer Services ETF (IYC) Invesco QQQ Trust (QQQ) ARK Innovation ETF (ARKK) How do you know when to buy stocks? Let me know in the comments! Other 40 Finance videos you may like: ARKK ETF Review Why I moved my SEP IRA to Fidelity ... ( read more ) LEARN MORE ABOUT: IRA Accou