Timothy Sumer

If you include your spouse in your Solo 401k you could tap into higher contributions, and the ability to co-invest together. We cover: - How to maximize contributions (up to $127,000 tax deductible) by including your spouse in your Solo 401k plan - When and how to co-invest with your spouse under a Solo 401k - How to keep the books and funds clean when you and your spouse are in one plan Interested in starting your own Solo 401k? Contact us at for a free consultation!... ( 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 If you are a small business owner, you may be familiar with the concept of a Solo 401k. This type of retirement plan is designed specifically for self-employed individuals and small business owners who do not have any employees. It allows you to contribute up to $19,500 per year ($26,000 if you are 50 or older) and offers

One of the greatest advantages of a Self-Directed IRA (SDIRA) is that it gives you the freedom to invest in things that interest you. Rather than insist on particular investments and restrict access to others (such as alternative assets), a Self-Directed IRA cracks the concept wide open to give you access to its full potential. To give you an idea of what that potential is, here’s a starter list of assets you can invest in with a Self-Directed IRA. Want to learn more? Download our free Self-Directed IRA Basics Guide here: Check out our blog to learn more, as well as find Self-Directed IRA news, education and more: Follow us on social media: Facebook: LinkedIn: Twitter: Instagram: ... ( 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 Are you looking to diversify your retirement portfolio? A self-directed individual retirement account (I

The ability to get cash from your retirement plan is a major benefit of the Solo 401k. On this training, we discussed taking a participant loan. Topics covered: - What is a participant loan? - How does it work? - Who sets the interest rate? - What are the loan repayment terms? - What happens if I make payments late? - Can I have more than one loan out at a time - How to take a participant loan from your Nabers Group Solo 401k - ...and more Interested in seeing how a participant loan can work for you? Contact the Solo 401k Experts today at ... ( 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 Investing https://inflationprotection.org/solo-401k-participant-loan-webinar/?feed_id=65059&_unique_id=63d4fa545feb7 #Inflation #Retirement #GoldIRA #Wealth #Investing #401kloan #bitcoinira #checkbook401k #CheckbookIRA #individual401k #in

How Do I Open a Self-Directed IRA Account? There are three ways to open a self-directed IRA account: 1. Call us at 800-425-0653 and we can assist over the phone. 2. Create an account online by going to 3. Visit one of our office locations and we can assist you in person. It's that simple. self directed IRA | real estate IRA | The Advanta IRA® | checkbook IRA | private lending | notes and mortgages | self directed Roth IRA | solo 401k... ( 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 https://inflationprotection.org/ask-advanta-how-do-i-open-a-self-directed-ira-account/?feed_id=61797&_unique_id=63c861c45a3c5 #Inflation #Retirement #GoldIRA #Wealth #Investing #2017SelfDirectedIRA #CheckbookIRA #IRARealestate #realestateIRA #selfdirectedira #selfdirectedirarealestate #selfdirectedIRAservices #selfdirectedrealestateira #whatis

A self directed IRA allows the account user to invest in many non-traditional investments like real estate, notes, private money lending and more. The question remains what is a self directed IRA? More info on Self directed IRAs at: www.questtrust.com Join us at Deal Maker: www.elitedealmakers.com Follow on Jim on: Instagram: Facebook: Twitter: ... ( 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 https://inflationprotection.org/what-is-a-self-directed-ira-3/?feed_id=58465&_unique_id=63bb909a7205c #Inflation #Retirement #GoldIRA #Wealth #Investing #dealmaker #Derricklong #howcanIgetaselfdirectedira #irafornotes #Jimingersoll #nontraditionalira #privatelendingIRA #realestateIRA #sdira #selfdirectedira #whatisaselfdirectedira #TraditionalIRA #dealmaker #Derricklong #howcanIgetaselfdirectedira #irafornotes #Jimingerso

What Funds Can I Use to Open a Self-Directed IRA? For more videos like these, check out our Ask Advanta OnDemand Video Library -- Self-directed IRA | self directed Roth IRA | traditional IRA | SEP IRA | SIMPLE IRA | self directed 401k | HSA | ESA | 503b | TSP | individual(k)... ( 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 https://inflationprotection.org/ask-advanta-what-funds-can-i-use-to-open-a-self-directed-ira/?feed_id=52921&_unique_id=63a634fde214c #Inflation #Retirement #GoldIRA #Wealth #Investing #2017SelfDirectedIRA #503b #CheckbookIRA #ESA #HSA #individualk #IRARealestate #realestateIRA #selfdirectedira #selfdirectedirarealestate #selfdirectedIRAservices #selfdirectedrealestateira #SelfDirectedRothIRA #selfdirected401k #sepira #simpleira #traditionalIRA #tsp #whatisaselfdirectedira #SimpleIRA #2017SelfDirectedIRA

In this segment, John Bowens discussing owning rental property in a self-directed account and how investors can earn tax-deferred or tax-free profits. Free Download: Self-Directed Real Estate Market Report (New Edition): He explains how investors can potentially defer or eliminate the long-term capital gains tax and depreciation recapture. Many investors wonder or ask how they'll miss out on the depreciation of a real estate investment property if they use a self-directed account. However, investors don't always consider the ability to own a property with their self-directed account to drive a more favorable rate of return and potentially create a more stable investment opportunity for their future. John walks through an example of how this works in the Equity Trust Virtual Classroom. Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust Company is for educational purposes

Are you … - a sole proprietor? - a business owner with less than 100 employees? - an independent contractor? - self-employed? - a partner in a business? In this webinar, we will be discussing what types of contributions can be made to your self-directed IRA such as the Simplified Employee Pension Plans (SEP), the Savings Incentive Match Plan for Employees (SIMPLE), and the Individual(k). Here's what you can expect to learn … - An overview of each plan; - How to choose the right plan for your business; - How to calculate your contributions; - What the maximum contributions are; - How to establish your plan. To learn more about how to maximize your self-directed IRA visit ... ( read more ) LEARN MORE ABOUT: Keogh Plans REVEALED: How To Invest During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing https://inflationprotection.org/how-to-maximize-your-retirement-contributions/?feed_id=52599&_uni

Can I Partner with My Self Directed IRA | with Chris Naugle // Are you wondering if you can partner with your self directed IRA? Some of the big traditional brokerages have started saying the have a self-directed IRA, but don't buy into the lie. It is not a true self-directed IRA. Watch this video to learn how you CAN partner with yourself for real profits. Next, watch Where is the Best Place I Can Put My Money? ::::::::::::::::::::::::::::::::::::::::::::::: Stay Connected These Other Ways: INSTAGRAM: FREE WEEKLY WEDNESDAY WEBINARS: GET CHRIS' BOOK: #ira #investing #personalfinance #chrisnaugle #Cashflow #creativefinance ... ( 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 https://inflationprotection.org/can-i-partner-with-my-self-directed-ira-with-chris-naugle/?feed_id=52326&_unique_id=63a3eac8548a1 #Inflati

Listen as our guest presenter, Paul Henderson, discusses how to purchase residential foreclosures from the clerk of courts. Buying auction property presents a unique opportunity to real estate investors. Whether you are buying it within your IRA or personally, the objective is still the same - acquire real estate at a discounted price. But when it comes to buying rehab/foreclosure property, there are a lot of moving parts. Paul Henderson will thoroughly educate on the foreclosure process, pre-auction activities/research, and ways to effectively take possession of auction property. There is a common misconception that you can’t buy auction property using your self-directed IRA, since at the auction they require proof of funds, which can take time for the custodian to provide. NuView Director of Retail Sales Nate Hare will also show you how to attend auctions with your IRA funds ready to be invested and used to bid. If this was helpful to you, make sure to stay connecte

Do you ever wonder how the experts are assessing their rental property values or the values of properties they lend money on? Some of the biggest mistakes in evaluating a property happen because of inappropriate comps, declining markets, sales prices and concessions and much more. Learn how to better understand your self-directed IRA. Learn more here: ... ( 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 https://inflationprotection.org/investment-evaluation-for-a-self-directed-ira/?feed_id=48448&_unique_id=6394f4862d927 #Inflation #Retirement #GoldIRA #Wealth #Investing #appraisalreview #Estimatingthevalueofapotentialrealestateinvestment #InvestmentEvaluation #propertyvalueassessment #realestateinvesting #realestateIRA #reviewappraisalvalue #reviewinvestmentvalue #selfdirectedira #SelfDirectedIRA #appraisalreview #Estimatingthevalueof

IRA Financial's Adam Bergman Esq. discusses options for how you can use IRA funds to purchase a home that you can live in now and/or during retirement. -- Discover more videos by IRA Financial: Subscribe to our channel: -- About IRA Financial: IRA Financial Group was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms. During his years of practice, he noticed that many of his clients were not even aware that they can use an IRA or 401(K) plan to make alternative asset investments, such as real estate. He created IRA Financial to help educate retirement account holders about the benefits of self-directed retirement plan solutions. Learn More: ... ( 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 https://inflationprotection.org/adbits-how-to-buy-a-house-with-an-ira/?feed_id=48378&_un

Next Generation Trust Services, a self directed IRA administrator shows you how to fund your self directed IRA and what types of retirement plans are allowed to be self directed. Next Generation Trust Services is based out of Roseland, NJ, and specializes in comprehensive account administration and transaction support services for self-directed retirement accounts. For more information on our company or on self-directed IRAs, call us at 973-533-1880 or 888-857-8058 or email Info@NextGenerationTrust.com. You can also visit us on the web at: Facebook: LinkedIn: Twitter: Google+: ... ( 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 https://inflationprotection.org/how-to-fund-a-self-directed-ira-account/?feed_id=46873&_unique_id=638f010b36c6c #Inflation #Retirement #GoldIRA #Wealth #Investing #alternativeinvestments #cover

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about contributing to a SEP and SIMPLE IRA in the same year, storing IRA-owned coins and tax filing when selling an IRA-owned property. -- *Question 1 from YouTube: Can you contribute to a SIMPLE IRA and a SEP IRA in the same year? *Question 2 from Aaron, H in Great Neck, NY: If I were to purchase gold and silver coins with my Roth IRA, would I have to pay for storage or can I store them myself in my home? *Question 3 from YouTube: In October of 2020, I sold two rental properties that were in my Self-directed IRA LLC and at closing I received 1099s made out to my LLC. Should I fill out a W9 or any other IRS forms concerning this transaction? Thanks for all the great videos. Have a question for Adam? Send it to us! abergman@irafinancial.com -- Discover more videos by IRA Financial: Subscribe to our channel: -- About IRA Financial: IRA Financial Group was founded by Adam Bergman, a forme

When properties are purchased with cash from an IRA, no taxes are due when rental income is received, or when the property is sold.... ( 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 https://inflationprotection.org/nuview-trust-investing-in-real-estate-using-a-self-directed-ira/?feed_id=45522&_unique_id=6389bbf7dd3f1 #Inflation #Retirement #GoldIRA #Wealth #Investing #investinginrealestate #NuViewTrust #realestateIRA #selfdirectedira #SelfDirectedIRA #investinginrealestate #NuViewTrust #realestateIRA #selfdirectedira

After you open a Self-Directed IRA, your next step is to fund the account. Having the funds to purchase alternative assets is the first step toward a diversified portfolio. Learn about three methods for funding your account: - Transfers - Rollovers - Contributions What's next? After your account is funded, you’re all set to start investing. What can you invest in? With a SDIRA your investment options are unlimited. Check out our blog to learn more, as well as find Self-Directed IRA news, education and more: Follow us on social media: Facebook: LinkedIn: Twitter: Instagram: ... ( 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 https://inflationprotection.org/how-to-fund-your-self-directed-ira/?feed_id=45263&_unique_id=6388ccad3407e #Inflation #Retirement #GoldIRA #Wealth #Investing #entrustadministration #goldira #realestat

Choosing a beneficiary for your retirement accounts isn't always a clear-cut decision. In this episode of the Directed IRA podcast, Mark and Mat outline the pros and cons of a variety of designation options to help you make the best decision for you. ----- The Directed IRA podcast is an educational resource provided by Directed IRA & Directed Trust Company Directed IRA has helped thousands of self-directed investors and has processed over half a billion in self-directed transactions. It is the highest-rated self-directed IRA custodian based on verified google reviews and takes pride in providing knowledgeable and helpful service to its customers. Learn more about Crypto IRA's: Self-directed accounts can be fully opened within 5 minutes using Directed’s online e-sign application. The Self-Directed IRA Summit is an annual educational event (1 ½ days) providing live self-directed IRA education and networking and is hosted by Directed IRA. You can register for