Timothy Sumer

In this video, “Roth IRA Rules and Mistakes That Will Cost You Money”, we talk about the top 7 Roth IRA mistakes to avoid. Roth IRA explained like never before! We’ll go through: - What is a Roth IRA is and how does it work - Roth IRA contribution rules - Roth IRA withdrawal rules - What happens with a Roth IRA early withdrawal (e.g., Roth IRA early withdrawal taxes, Roth IRA penalty, Roth IRA without penalty) - Roth IRA distribution rules By the end of this retirement 101 video, you’ll be able to answer these personal finance questions: - How does Roth IRA work? - What should you (not) do to maximize your retirement savings? Check out our Roth IRA withdrawal rules video: or full retirement playlist: 0:00 Intro 3:00 Mistake #1 3:47 Mistake #2 5:43 Mistake #3 6:51 Mistake #4 8:12 Mistake #5 9:36 Mistake #6 10:32 Mistake #7 WATCH NEXT ⭐ 2022 November I-Bond Rate Prediction: ⭐ How To Buy An I Bond (step-by-step tutorial) via TreasuryDirect: ⭐ How I...

For the folks who have had multiple jobs both in the Social Security system and outside of it (teachers, state employees, etc), the Windfall Elimination Provision factors into their retirement income. Its not a simple adding of your Social Security benefit plus your PERS/STRS/SERS pension. There is an offset to the monthly income from Social Security. Check out this video to see how it works. Link referenced: LADIES: Join my online community = ====================== My industry is so regulated that I’m not able to answer comments here. Have a clarifying question? Facebook message us: Want to get started working with me? In the meantime – like & subscribe if you like what you see. ====================== Obligatory disclaimers: Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment Advisory services offered through Kestra Advisory Services LLC (Kestra AS) an affiliate of KestraIS. Pleasant Wealth, LLC is not...