Timothy Sumer

Today on Your Money, Your Wealth® podcast #310, Joe Anderson, CFP® and Big Al Clopine, CPA are drilling down into the specifics of retirement distribution strategies: dollar cost averaging, pro-rata withdrawals, and buckets vs. the total return approach. Plus, a retirement withdrawal strategy with a side of pension and Social Security, another mortgage payoff question, the small business solo 401(k) trap, an LLC for a kayak side-hustle, and FIPhysician.com says nice things about YMYW. 00:00 - Intro 00:48 - Dollar-Cost Averaging, Pro-Rata, Buckets & Total Return: Retirement Withdrawal Specifics (Kristin, MA) 14:48 - What Can You Tell About Index Investments? (Richard) 15:46 - Retirement Withdrawal, Pension, and Social Security Strategy (Jeff, San Diego) 22:40 - Not Sure My Pension is Reliable. Should I Pay Off the Mortgage in 15 Years? (Richard) 26:41 - “Solo 401(k) Trap”: Qualified Business Income Deduction and the Solo 401(k - (Smitty, the Villages) 31:46 - Should I Cre

In this video I'm doing a walk through on an S-Corp to lower federal income taxes, increase QBI deduction and maximize your retirement savings. The split between your w-2 wages and distributions going beyond just payroll taxes and reducing your contributions to social security. The breakdown of your income also can affect your section 199A deduction and the amount you can contribute to your retirement plan. ----------------------------------------------------- Join this channel to get access to perks: ----------------------------------------------------- ///////////////////////////////////////////////// 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 a