Timothy Sumer

Get a complimentary “10 Steps to a Successful Retirement” guide from Retirement Advisers: ... ( read more ) LEARN MORE ABOUT: Retirement Pension Plans REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing Pension Payout: Step 2 to a Successful Retirement As we approach retirement age, securing a stable and comfortable financial future becomes our utmost priority. One crucial aspect of a successful retirement is having a reliable pension payout plan in place. Step 2 in achieving this financial security involves carefully considering the various options and potential risks associated with pension payouts. A pension payout refers to the regular income received during retirement from a pension fund or retirement savings account. This income is oftentimes crucial in maintaining our desired lifestyle and covering essential expenses. Therefore, it is vital to understand the d...

Should you claim Social Security at full retirement age or 70? Learn what some of the scenarios could be for when it might make sense to claim Social Security at full retirement age or later. At the end I go over what could be one of the biggest proposals Biden has for Social Security changes. If you have specific questions about your retirement and would like help getting answers, here is our Calendly link for a simple 15 minute complimentary phone call to speak with Nate. If you want to check out our services and other info about us, head on over to our website. OTHER RESOURCES Many people have so many questions around Medicare, we have a webinar that goes over some of the most frequently asked questions. You can watch it here. You can read our blog; Check us out on Social Media at; Our podcast is Retirement Rescue Radio. We also have a YouTube channel for our podcast as well. Our BOOKS authored by Nate Miller can be found on Amazon at these links; CPR R...

#retirement #wealth #tax Consolidating retirement accounts can be time consuming and you may not know where to start, especially if you have worked for multiple employers over your lifetime and have investments across multiple accounts. Chris Heerlein of REAP Financial is here to discuss how to combine your 401k and IRA accounts and the top reasons why retirees are consolidating. 401ks carry the bulk of most family's retirement investments. As you are getting closer to retirement, you may want better oversight and also the opportunity to diversify some of your assets, whether that's physical investments, CDs, etc.  To learn more about combining retirement accounts and retirement strategies, contact our Austin financial planners at  Lastly, don't forget to email us at retire@reapfinancial.com to receive our latest report, ""Tax Bucket Report"".... ( read more ) LEARN MORE ABOUT: 401k Plans REVEALED: Best Investment During Inflati...

#tax #finance #wealth Many families have the bulk of their wealth to IRAs and 401ks. Some or a great deal of this money you may have planned to give as inheritance to your heirs or family members. Have you taken into consideration the Secure Act and 10 year IRA rule when setting up these accounts? When you leave money to heirs in a tax deferred account, the assets are now required to be completely taken out in 10 years. Do you and your heirs have a plan of how to withdraw this wealth and a strategy in place to keep as much in in their pockets and less with Uncle Sam?  Coordinating the timing and having a strategy is very important. Chris Heerlein of REAP Financial out of Austin, Texas is here discussing strategies on how to prepare your wealth for your heirs. To learn more about inheritance strategies given the Secure Act and 10 Year IRA Rule, contact our Austin financial planners at  Get your hands on our Tax Bucket Report by emailing retire@reapfinancial.com and we'll...

Should you use your 401k or IRA to pay off your debt? There are several moving parts to this answer and many factors to consider. For one, what tax bracket are you in and how much tax will you pay on that distribution? Listen to some other considerations and possible alternative recommendations. If you have specific questions about your retirement and would like help getting answers, here is our Calendly link for a simple 15 minute complimentary phone call to speak with Nate. If you want to check out our services and other info about us, head on over to our website. OTHER RESOURCES Many people have so many questions around Medicare, we have a webinar that goes over some of the most frequently asked questions. You can watch it here. You can read our blog; Check us out on Social Media at; Our podcast is Retirement Rescue Radio. We also have a YouTube channel for our podcast as well. Our BOOKS authored by Nate Miller can be found on Amazon at these links; CP...

(469) 742-0283 - In this short video, Certified Public Accountant John Harman discusses situations when self-employed business owners may choose an alternative to funding a SEP IRA when looking to gain tax-free income with intelligent retirement and tax planning. He and his team serve those who live and work in Collin County including McKinney, Frisco, Plano, Allen, Fairview, Prosper, Celina, Melissa, Anna and nearby towns. The firm is located at: John Harman, CPA PLLC 1402 S. Custer Rd, S-102 McKinney, TX, 75070 info@mckinneytax.com Phone: (469) 742-0283 For more on taxes, here is the IRS website: The firm won McKinney Online's "Best Of" award in 2019 for Accountant. Here is the link: Here is more about his firm: John Harman CPA PLLC A full service CPA firm that continually offers small business personal service to clients. Our excellent four member key staff has over 50 years experience in tax and/or CPA firms. Services provided: Tax Pre...

Matthew Copley of Copley Financial Group, Inc. starts his video series on retirement planning . Be sure to watch all our videos to learn how to make the most money and pay the least amount of taxes in retirement. ... ( read more ) LEARN MORE ABOUT: Qualified Retirement 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/getting-started-advanced-retirement-planning-strategies/?feed_id=64632&_unique_id=63d350f4917ea #Inflation #Retirement #GoldIRA #Wealth #Investing #financialadvisor #Retirement #retirementadvisor #retirementplan #retirementplanning #QualifiedRetirementPlan #financialadvisor #Retirement #retirementadvisor #retirementplan #retirementplanning