Timothy Sumer

Like what you hear in the video? Here are some ways I can help: 1. Watch my free training on how to protect & grow your wealth in retirement: 2. Schedule a call to work with me: CONNECT WITH JOHN: Call John The Guaranteed Retirement Guy: 702-819-0895 Website: Email: john@johnstevenson.com Facebook: Instagram: Twitter: Tiktok: #annuity #guaranteedincome #pension Are you approaching retirement and wondering how to secure a steady income stream that will last throughout your golden years? Buying a pension annuity might be the answer you’ve been seeking. In this video, we’ll guide you through the world of pension annuities, helping you understand the different types, assess your retirement needs, and navigate the process of buying one. Why rely on only one pension? Pension annuities provide an additional secure source of income throughout retirement and are an attractive option due to their stability and protection against longevity risk. - Consult with an a

People currently in their 20s are likely facing a 60-year career because of longevity and rising living costs. In the second episode of our series, we explore the importance of beginning the retirement-saving process early, and how accounts like a 401(k) and an IRA can help people maximize their saving efforts. Your Money Briefing WSJ's personal-finance podcast features the news that affects your money and what you do with it, breaking down complicated money questions from spending and saving to investing and taxes. For more episodes of WSJ's Your Money Briefing: #Retirement #401k #WSJ... ( 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 As people continue to live longer and healthier lives, the concept of retirement is taking on a whole new meaning. While it used to be that retirement meant stopping work completely and r

Retirement The Biggest Life Changing Event Of your life, are you retiring in 2024, here are 4 questions you need to answer to ensure a smooth worry free retirement without fear. #retireearly #retirement #retirementmistakes #earlyretirement 🌏 Take advantage of this exclusive offer from NordVPN here ➼ Risk-free with NordVPN's 30-day money-back guarantee! #retirement #retireearly We are members of the Amazon affiliate program, these links contain a referral code where we earn a small commission on your order, you do not pay any extra at Amazon by using our referral link. Thanks for supporting our channel. Our Favourite Amazon finds USB Data Blocker Tina’s Magnetic Bracelet Smart Watch America Air Fryer America 2 Step Verification Key Powerbank Canon Lens Smart Wallet For Travel Our filming equipment for YouTube contain Amazon Affiliate links Camera Camera Lens Studio Lights Light Modifier Light Modifier Microphone Selfie Stick ✅

Can I Retire at 52 with $800,000 in Retirement Savings & Investments || Rob & Jen's Can I Retire If you like this retirement planning Video, you'll also enjoy: In this video, I want to look at Rob, a 48 year old male and Jen, a 38 year old female asking the question, When Can I Retire? They are also asking, How Much Do I Need To Retire? Both would like to retire in their 50's so we are doing retirement planning for a long duration retirement. Also, going to look at social security benefits and when is the best time for this couple to take social security. When planning out retirement income streams, its important to consider when social security benefits are going to start, how long retirement savings and retirement investments are going to last, and how inflation on our expenses interact with our planned retirement income. Retirement income strategies and retirement income planning are two big pieces to anyones retirement planning calculator.

Check out Jeremy’s latest podcast on the Wisconsin Retirement System by listening on “Apple Podcasts” or “Google Podcasts” or read below for 4 Ways To Maximize Your Pension in the Wisconsin Retirement System. #84 – Pension plans often contribute heavily to your retirement income. If you’re living in Wisconsin, you might have heard of The Wisconsin Retirement System (WRS), the 9th largest public pension fund in the U.S. Today, we’ll talk about how you can maximize your pension with the WRS! Although the numbers discussed mostly pertain to Wisconsin, the strategies can be applicable to your retirement, even if you’re living outside of Wisconsin or part of a private pension system. In this episode, Jeremy Keil speaks with Dennis Eisenberg of Eisenberg & Associates, who is a Wisconsin pension consultant. Dennis explains what the WRS is all about and the different benefits it offers retirees. Dennis discusses: - How to tackle the risk of “outliving” your retirement savi

A Self-Directed Brokerage Account (SDBA) is an offering within an employer-sponsored retirement plan that allows the employees more variety, flexibility, and control over how their 401(k) savings are invested. This video explains what a self-directed brokerage account is and why you may want to make it part of your investing plan. Subscribe: TD Ameritrade is where smart investors get smarter. We post educational videos that bring investing and finance topics back down to earth weekly. Have a question or topic suggestion? Let us know. Connect with TD Ameritrade: Facebook: Twitter: Open an account with TD Ameritrade: ... ( 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 Self-Directed Brokerage Accounts Explained in English Investing can often seem like a daunting task, especially for those who are not familiar with the world of stocks,

🚨 Beware of the TWO Roth IRA 5-Year Rules! 🚨 Today, I wanted to shed some light on a crucial aspect of Roth IRAs that often goes unnoticed: the two 5-year rules. Understanding these rules is vital to ensure you maximize the benefits of your Roth IRA. Let's dive right into it! 1️⃣ The First 5-Year Rule: Qualified Distributions The first 5-year rule relates to the tax treatment of withdrawals from your Roth IRA. To qualify for tax-free distributions, two conditions must be met: ✅ The Roth IRA must be open for at least five tax years. ✅ You must be at least 59 ½ years old, disabled, or using the funds for a qualified first-time home purchase. If you satisfy both these conditions, any withdrawals you make from your Roth IRA are entirely tax-free! It's important to note that contributions can be withdrawn at any time, tax- and penalty-free. However, earnings on those contributions may be subject to taxes and penalties if not meeting the criteria. 2️⃣ The Second 5-Ye

A Roth IRA is an important component of your retirement portfolio. In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, discuss mistakes that can be made when investing in a Roth IRA and how to avoid them. Topics discussed include spousal contributions, Roth 401k options, the 5-year rule and contribution eligibility. 0:00 Intro 1:21 Missing Roth Opportunities 5:00 Cost-Basis 6:30 5-Year Rule 7:46 Backdoor Roth IRA 10:11 Contributing When Not Eligible 13:20 Outro & Disclosures #retirement #rothira #investing For more information, please visit us online at Subscribe and listen to our podcast, Your Life Simplified Apple Podcasts - Google Play - CONNECT WITH US ON SOCIAL LinkedIn - Facebook - Twitter - Instagram - ============================================= These videos are limited to the dissemination of general information and are not intended to be legal or investment advice. Nothing h

Retirement Income Strategy for 61 Year Old With $1,200,000 || Social Security & Roth IRA Conversion Buy Our Book: In this video I want to go through a Retirement Income Strategy for a 61 year old with $1,200,000 in retirement savings and retirement investments. In this retirement strategy, the couple is asking "Can I Retire", but also asking, "when should we collect our social security benefits," and "what about taxes?" Social Security benefits claiming strategies ( are essential to anyone's retirement planning and need to be carefully planned out. TAXES are also a HUGE component to a retirement planning strategy and need even more attention than Social Security ( Retirement income strategies and retirement income planning are two big pieces to anyones retirement planning calculator. Whether you are wanting to know strategies for " retirement planning at 30", " retirement planning at 40", " retirement pl

🌟 retirement planning at 50 || Are You Ready to Retire? 🌟 As we reach the milestone of 50, we often find ourselves reflecting on our accomplishments and contemplating the future. Retirement becomes a prominent topic, with questions like, "Am I financially prepared?" and "Have I done enough to secure a comfortable retirement?" lingering in our minds. retirement planning is a crucial aspect of our financial journey, and at this stage of life, it deserves our utmost attention. Whether you're excitedly looking forward to retiring or unsure about the next steps, it's essential to evaluate your preparedness and take proactive measures. Here are some key considerations: 1️⃣ Evaluate your financial health: Take a comprehensive look at your current financial situation, including savings, investments, and outstanding debts. Assess whether your savings and investments align with your retirement goals and make adjustments if necessary. 2️⃣ Estimate yo

Retire Early With $6,000/month in Retirement Income, How Much Do I Need Saved? In this video I want to talk about how you can save the retirement money you need for the retirement income you want. We are going to discuss a specific retirement strategy that will help you in your retirement planning and financial planning no matter what age you want to retire. There are several ways to retire with a monthly retirement income of $6,000, but the specific retirement strategy will depend on your individual situation. **Free Retirement Download: The Checklist to Retirement:** 📊 Retirement income strategies and retirement income planning are two big pieces to anyones retirement planning calculator. Whether you are wanting to know strategies for "retirement planning at 30", "retirement planning at 40", "retirement planning at 50", or even "retirement planning at 60" understanding how much retirement income that you want versus how muc

Saving for Retirement which one is better 401k or Roth IRA. Learn more about how stocks work Gear used Microphone Mic stand Mic interface Lights Background music from Epidemic Sound *This video is made for entertainment purposes only and should not be used as financial advice or life coaching advice. I am not a financial advisor. Investing has risks so please be sure to do your own research before making any financial decisions. Links in the description may contain affiliate links and may be subject to a referral bonus. The content in this video is accurate as of the date of posting but may not be accurate in the future.... ( 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 401k Vs Roth IRA: How to Secure a Comfortable Retirement Planning for retirement is a crucial aspect of financial wellbeing. In today's world, individua