Timothy Sumer

#RothIRA #taxfree #retirement Are you considering doing a Roth conversion this year? Watch this video and make a more intelligent decision on how your financial future is TAXED! Do you want to pay tax on the seed or the harvest? ⚠ If everything you believed to be true about money and retirement turned out to not be true, when would you want to know? There are so many myths and misconceptions around the subject and our goal is to provide you with the FACTS and teach you why it's more important to learn "how to invest" versus "what to invest in." If I were to send you out to play in a pro golf tournament tomorrow... would you want your favorite golfers clubs or their swing? You see most people out there are selling "clubs" or an investment product without fully educating you on the "swing" of how money works. If you know anything about golf, the SWING is what makes the golfer. If you believe like most financially educated pe

#401k #taxes #retirementplanning In this video I will teach you why it is important to diffuse your 401k TAX Bomb as soon as possible. Do you fully understand the risks of your 401k or other qualified company plan? ⚠ If everything you believed to be true about money and retirement turned out to not be true, when would you want to know? If you believe like most financially educated people that taxes will be higher in the future, what is your plan? There are only 3 ways to grow your money: 🌱 TAXABLE 🌱 TAX-DEFERRED 🌱 TAX-FREE Are you going to be reactive or proactive? It really is your choice. ---------------------------------------------------------------------------------------------------------------------------------- 👇 Use the links below to connect with us further and to get more education or to set up a 1 on 1 no-cost, no-obligation appointment with James where he can review your current plan and help you identify what is working and what can be improved goi