Timothy Sumer

Welcome to Season 3, Episode 1 of the Real Estate Nerds Podcast! In this episode titled "Self-Directed Tax Sheltered Profits" with Amanda Holbrook, we're here to help you unlock the potential for self-directed tax-sheltered profits and take control of your financial future. Are you satisfied with the returns your retirement account is currently earning? It's time to break free from intermediaries and explore the opportunities that self-directed accounts have to offer. ✨ Self-directed accounts empower you to accelerate the growth of your nest egg through tax-sheltered profits. ✨ Discover the secrets of generating capital for tax-free investing, allowing your financial journey to be fueled by tax-free profits that can supercharge your wealth-building efforts. ✨ Learn how to harness the power of this strategy to bring family members together in creating generational wealth and building a lasting legacy. ✨ Find out which retirement accounts qualify for this

Is a ROTH account or Roth 401k roth IRA secure? Let's first discuss what you think security means. If risking your money still means secure, then yes, but the short answer is no and this video explains why. If you want to achieve TRUE financial freedom, you're in the right place. __________ If you're looking for How to invest tax free with your retirement account , or how to build retirement income that is TAX FREE, I'm here to help. Whether you have or need a self directed retirement plan, a self directed IRA, or self Directed 401k, you are in the right place. My goal is to take something that seems so complicated and make it easy to understand. Please let me know how I'm doing and if you have any further questions you'd like me to answer here, or topics covered. I'm happy to do them and would appreciate the feedback. __________ HOW TO CONNECT: www.selfdirected.info __________ DISCLAIMERS & DISCLOSURES This content is for educati

In this video, you'll learn what a Self-Directed IRA is, how it works, and how you can set one up at Broad Financial. Visit the website to learn more: Keep up with all things Broad Financial: LinkedIn: Facebook: Twitter: Vimeo: YouTube Channel: Disclaimer: Broad Financial LLC does not provide legal, tax, or investment advice. Please consult with your tax or legal advisor before making investment decisions. Video Transcript: What is a Self-Directed IRA? A Self-Directed IRA, also known as a SDIRA, is a type of individual retirement account that allows you to invest in alternative assets. While you receive the same tax-advantages as a standard IRA, with a Self-Directed IRA, you can expand beyond the traditional Wall Street assets and open up your investment possibilities to real estate, cryptocurrency, and more! What can I Invest in with a Self-Directed IRA? The beauty of a Self-Directed IRA is that you can invest in almost any asset! In fact, the

Avoid costly mistakes in your Roth IRA. Hope you enjoy today's video! If you have video topic ideas please leave a comment below! :) We're an investing service that also helps you keep your dough straight. We'll manage your retirement investments while teaching you all about your money. #retirement #retirementplanning #dohstr8 ---Ready to subscribe--- For more information visit: --- Instagram @jazzWealth --- Facebook --- Twitter @jazzWealth Business Affairs 📧Support@JazzWealth.com... ( 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 4 Things You Need To Know About A Roth IRA When it comes to saving for retirement, a Roth IRA can be an excellent investment strategy. A Roth IRA (Individual retirement account ) is a special type of retirement account that offers unique benefits. If you’re considering opening a Roth IRA

In this segment, John Bowens talks about using a tax-advantaged self-directed account to invest in a real estate joint venture. Case study: Scott and Kate's Joint Venture Deal Watch John break down rules to follow and how it works. To learn more about investing in real estate with your self-directed IRA, download our free guide: 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 only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional.... ( 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 Joint Ventures & Self-Directed IRAs: How They Work When it comes to retirement savings, many people are fam

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

00:00 Intro 01:08 Brokerage Account 01:43 IRA 03:43 Employer Sponsored Plans 04:48 Brokerage Account 05:55 Unrestricted Access 07:52 Taxes & Fees 09:13 Interest On Cash Some of my favorite books: Camera & equipment I use: Disclaimer: Please note that this video is made for entertainment purposes only and not to be taken as financial advice. Always make sure to do your own research. Join the family & subscribe to my channel here: Thanks for watching, I appreciate you!... ( 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 My Favorite Investment Account & Only 35% of Investors Use It When it comes to investing, there are countless options available to individuals looking to grow their wealth. From stocks to bonds, real estate to cryptocurrency, the possibilities may seem overwhelming. However, there is one investment account t

Individual Retirement Accounts (IRAs) can help you pay LESS in taxes when you’re investing for retirement. Which one is best? There are two principle types, Traditional IRAs and Roth IRAs, and they work in somewhat various ways. Which one should we choose? The significant distinction between a customary IRA and a Roth IRA has to do with how your cash is burdened. By finding out with regards to the different assessment structure, you can sort out which one is more invaluable to you, contingent upon your age and monetary profile. The second contrast when you check out Roth versus Traditional IRA has to do with when you can pull out cash. Consider the duty and withdrawal rules for conventional IRAs, trailed by the assessment and withdrawal Roth IRA rules. Traditional IRAs permit your cash to develop totally un-burdened until you take it out. You contribute pre-burdened cash, which fills in your record until you pull out. Whenever you contribute cash to a conventional IRA, you

Watch this video to learn about Self-Directed IRAs vs. Standard IRAs. Visit our website to learn more: Stay connected with Madison Trust LinkedIn: Facebook: Twitter: Vimeo: The Self-Directed IRA Made Easy YouTube Channel: Madison Trust Company YouTube Channel: Most investors and financial advisors can agree on the importance of diversifying your retirement portfolio to reduce overall investment risk. But you still may be wondering, which IRA account is best for me? In this video, we dive into the key differences between a Standard IRA and a Self-Directed IRA. Let’s get started! #1 Asset Choice In a Standard IRA, you’re limited to Wall Street investments like stocks, bonds, and mutual funds. However, with a Self-Directed IRA, you have the power to invest in alternative investments like real estate, precious metals, private business, and more! #2 Asset Security When investing in general, it’s important to

... ( 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 Should I Get a Roth IRA or a Traditional IRA? When it comes to planning for retirement, one of the most important decisions you'll need to make is choosing the right individual retirement account (IRA) for your needs. The two most common types of IRAs are the Roth IRA and the traditional IRA. Each has its own set of advantages and disadvantages, so it's crucial to understand the differences between them before making a decision. First, let's explore what makes a Roth IRA unique. With a Roth IRA, contributions are made with after-tax dollars, meaning you've already paid taxes on the money before it goes into the account. One of the key advantages of a Roth IRA is that all qualified withdrawals are tax-free. This means that when you retire and start taking money out of yo

Discover how IRA's differ from 401ks in this episode of JB Answers! Have a question? Comment it below with #AskETC #youtube #youtubeshorts #realestateinvesting #IRA #401k #401kplan #education #investing #fyp... ( 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 What's the Difference between an IRA and 401(k)? When it comes to retirement planning, two common investment options that often grab people's attention are Individual Retirement Accounts (IRAs) and 401(k) plans. While both serve the same purpose of providing a means to save for retirement, they differ in terms of eligibility, contribution limits, and employer involvement. An IRA is an investment account established by an individual to save for retirement. It can be opened through financial institutions, such as banks, brokerage firms, or credit unions. An IRA

Shival lays out the backdoor Roth IRA conversion strategy in 3 simple steps. #shorts #personalfinance #rothira #savemoney #taxsaving... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERT IRA TO GOLD: Gold IRA Account CONVERT IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA Investing in a Roth IRA is a great way to save for retirement, but those who earn a high income may not be eligible for a traditional Roth IRA contribution. Fortunately, there is a way around this issue through a backdoor Roth IRA. A backdoor Roth IRA involves converting a traditional IRA to a Roth IRA, which can be done regardless of income level. This method allows you to take advantage of the tax-free growth and withdrawals that a Roth IRA offers. Here are some steps to take when setting up a backdoor Roth IRA: 1. Open a Traditional IRA account – Start by opening a traditional IRA account if you don’t already have one. There are no income limits on contributing

Smart Money Tactics: Backdoor ROTH IRA Tax Planning For Retirement Hello Community!!! Welcome to Financial And Investment Wisdom. In this video you will learn more about Roth IRA's, Financial Independence and how to apply smart money tactics for Backdoor Roth IRA Contributions. Also, do you want to know how to invest in stocks but don't know where to start? Do you like to learn more about cryptocurrency? Do you think of yourself as someone who's not very money-savvy? If you're just starting out or looking to grow, this channel will help you make more educated decisions about your finances. Please subscribe to our channel: ➡️ ➡️ SUBSCRIBE: Our channel is all about how to be smarter with your money. If you're looking for financial literacy, growth investing, trading, or just want to get better at personal finance - this can be an excellent one for you!! We will educate you on the basics of what financial terms mean and how to get started. You'll als

The new year brings new rules for your retirement accounts. Essentially it's now easier to tap into your funds, but should you? Personal finance expert Dan Roccato has the answer. #FOX7Austin brings you the important stuff like breaking news, weather, and local stories out of Central #Texas. But also plenty of fun stuff, like #GoodDayAustin, the best of our archives, and all those 'only-in-#Austin' stories. Subscribe to FOX 7 Austin: Download the FOX 7 Austin News app: Subscribe to the FOX 7 Austin newsletter: More from FOX 7 Austin: Got a news tip? Call us at 512-472-0988 or email us: ktbcnews@fox.com... ( 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 As Americans continue to plan for retirement, it can be difficult to keep up with the constantly changing regulations and rules surrounding 401K retirement accou

In this video, we discuss the essential tips and strategies for retirement planning when you're self-employed. Learn how to start early, set up a retirement account , make regular contributions, consider hiring a financial advisor, and stay disciplined to reach your retirement goals. Follow these expert tips and improve your personal finance game. Join the conversation and share your thoughts and additional tips in the comments below. Don't forget to subscribe to our channel for more informative videos on personal finance and self-improvement. #RetirementPlanning #SelfEmployment #PersonalFinance #FinancialAdvisor #RetirementGoals #RetirementSavings #RetirementStrategy #Solo401k #SEPIRA #RetirementAccounts... ( 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 Write an article about How to plan for retirement when you're self-empl

Frank Finance explains 401k, Roth 401k, 403b, Roth 403b,IRA, Roth IRA, 457b, and 457b Roth retirement accounts. Contribution limits, Roth vs Traditional, Age limits, Early withdrawals, and early withdrawal penalties are discussed. Please Subscribe and click the notification bell to get notified of future content. If you like my content please give me thumbs up, that helps a lot. 4 Steps to Wealth Compounding Interest #retirement #401k #rothvstraditional #ira Frank will be Frank about how to save and invest in order to reach financial independence. Topics will be about Saving, Investing, Stock analysis, and Market news. Frank Finance looks to build up others by providing information that is meant to inform viewers on strategies and techniques as applied to saving and investing. I am not a financial advisor. Not all topics are meant for every viewer and are geared toward education. I am passionate about saving & investing and seek to motivate my viewers, so that t