Timothy Sumer

Taxes on Brokerage Account - Have you ever wondered about a brokerage account taxes and had questions about your taxable brokerage account? If you have a brokerage account and asked what are the tax benefits from a brokerage account, you would benefit from Understanding Your Options. Having Tax Strategies can be a part of retirement planning . Most have a goal of retiring comfortably and if you secure your retirement this video is a must watch. #TaxesonBrokerageAccount #Retirementplanning #Secureyourretirement To get more retirement tips visit www.POMwealth.net/blog and register for the free online Master Class - 3 Keys To Secure Your Retirement Listen to our podcast "Secure Your Retirement" 🔴 Subscribe for more content on YouTube: 😀 Say hi on social: Facebook: Instagram: LinkedIn: ... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERTING IRA TO GOLD: Gold IRA Account CONVERTING IRA TO SILVER: Silver IRA Acc...

IRA transfer vs rollover — it’s one of the first questions new SDIRA investors ask. Learn about each funding method so you can choose the option that’s right for you. In this video, John Paul Ruiz dives into the pros and cons of each funding method: transfers, rollovers, and contributions. He also highlights some of the most essential rollover rules to follow in order to maintain your SDIRA’s good standing. If you want even more in-depth information, be sure to read through our blog post, IRA Transfer vs. Rollover: What's the Difference? Timestamps: 0:00 | Intro 0:30 | What’s the Difference Between an IRA Transfer and Rollover? 0:54 | What is a Transfer? 1:31 | What is a Direct Rollover? 2:20 | What is an Indirect Rollover? 4:00 | Rollover Rules to Keep in Mind 5:54 | What about Contributions? 6:52 | Learn More about IRA Funding Methods Disclaimer: All IRA investments have risk and investment decisions should be made with the help of an experienced professio...

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 ...

It's important to understand the tax implications of withdrawing money early from your retirement accounts. CPA and TurboTax tax expert Lisa Greene-Lewis is here with what you need to know. TurboTax Home: TurboTax Support: TurboTax Blog: TurboTax Twitter: TurboTax Facebook: TurboTax Instagram: TurboTax Pinterest: TurboTax Tumblr: ~~~ Video Transcript ~ Title : 2022 Tax Tips: A Guide to 401k and IRA Early Withdrawal - Presented By TheStreet + TurboTax - [MUSIC PLAYING] TRACY BYRNES: All right, so it's inevitable. Life happens and we dip into our retirement accounts. But is it a good idea and are there tax implications? Lisa Greene-Lewis, CPA and TurboTax expert is here with us right now. OK, so what happens if I need the money, Lisa, and I dip into an IRA or a 401 ? LISA GREENE-LEWIS: Yeah, so if you withdraw from your IRA or 401 and you're younger than 59 and 1/2, you will incur an additional 10% tax in addition to whatever your ordinary tax rate is w...

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...

Safeguard Advisors - - You can use your IRA money to buy income-producing Real Estate, with a Self Directed IRA. Emphasis must be placed upon the fact that transactions will be deemed to be "prohibited" if investments, in any way, currently benefit the account holder, close family members and a few others who are known as "disqualified parties". Safeguard Advisors' attorney consultants are specifically trained in ERISA law. Note: Because the rules and regulations are complex, it is strongly recommended the account holder utilize the services of competent advisors and attorneys who are experts in the area of Self Directed IRA investing.... ( 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 Self Directed IRA Rules - Top FAQ's When it comes to saving for retirement, individuals have several options to choose from,...

Like, Comment, and Share my videos! 🔔 SUBSCRIBE HERE 🔔 💯 LET’S CONNECT 💯 📷 Instagram @JakeBroe 👉 🐦 Twitter @Broe_Jake 👉 👇 👇 Watch My Other Videos Here 👇 👇 ★ What Type of Investor Are YOU? (You NEED to Know) ★ Why People Lose Money in Stocks (The Story of Mr Market) ★ Taxes on Day Trading & Swing Trading 📷 📷 My YouTube Equipment 📷 📷 ► My Camera 👉 ► My Wide-Angle Lens 👉 ► My Wireless Microphone 👉 ► My Shotgun Microphone 👉 ► My Lighting 👉 ► My Light Diffusers 👉 ================ 📚 📚 Books That Changed My Life 📚 📚 📗 How to Win Friends & Influence People 👉 📕 Dumbing Us Down 👉 📘 Quiet - T...

Episode 004: As a Retiree, Your Investment Strategy Needs to Balance Time and Risk! You’d think retiring with a big pile of money is pretty much the Golden Ticket to non-stop good times, but – spoiler alert – it turns out that spending strategically is also a thing. If we don’t? More and more people are living longer and, well, no one wants to outlive their bank balance. The goal here is to enjoy our bucket lists, maintain a healthy emergency fund and ultimately still have some inheritance left for relatives who were nice to us. It’s a complicated equation, which is why The Retirement Equals Freedom Podcast is here to help get it sorted out. Josh Bretl, CPA and owner of FSR Wealth Strategies, has focused this episode on the tricky business of investment management. In retirement the whole calculus in terms of time and risk has to change and too often financial planners don’t know how to adapt or serve their clients well in this next phase. We learn that free meals can ...

Today we're talking about retirement topics to talk with your spouse about. We'll cover the spousal IRA, beneficiaries and how the SECURE ACT changes things in that respect. We'll also talk about other tax considerations you may want to talk with your spouse about so you both enjoy the retirement you envisioned. 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. ---Ready to subscribe--- For more information visit: www.JazzWealth.com --- Instagram @jazzWealth --- Facebook --- Twitter @jazzWealth Business Affairs 📧Support@JazzWealth.com... ( 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 4 Retirement Topics to Talk with Your Spouse About Retirement is a significant milestone in life tha...

In this Distressed Real Estate and Note Investing podcast episode, author, attorney, and CEO of Directed IRA Mat Sorensen talks with host Brecht Palombo about how investors can use self-directed IRAs to buy mortgage notes and real estate properties. Mat covers key points to consider when using an SDIRA for retirement investing, how IRA/LLCs work, and provides some great info on tax codes investors should know about. Visit to learn more about how to take control of your retirement by investing in what you know. For in-depth SDIRA details, check out Mat's best-selling book, The Self-Directed IRA Handbook, with tax rules, legal insights, and strategies for investing in real estate, notes, bitcoin, and other top assets. Want to find out more about sourcing foreclosures, REOs, and non-performing note deals? Head over to for access to tools and resources, expert-led training, and the industry-leading BankProspector software.... ( read more ) LEARN MORE ABOUT: IRA...

The Roth IRA and the use of tax diversification can provide a tremendous lift to your financial success and retirement. To use the Roth IRA effectively, we will help you avoid the five biggest mistakes people make with their Roth IRA in this episode of Wise Money. Have a question you want to be answered on the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit or call 574-247-5898. Find more information about the Wise Money Show™ at Be sure to stay up to date by following us! Facebook - ​ Instagram - Twitter - ​ Want more Wise Money™? Read our blog! ​ Listen on Podcast: ​ Subscribe on YouTube: Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affilia...

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 529 To A Roth IRA? Congress Lied. In recent years, many families have relied on 529 plans to save for their children's education expenses. These tax-advantaged accounts have been promoted as the ideal way to fund higher education, with contributions growing tax-free and withdrawals being tax-free as well. However, a little-known provision hidden deep within the fine print of the tax code has left many feeling deceiv...

Today we will talk about the self directed IRA and what investment choices you have in them. Why would one choose a self directed IRA and is it suitable for you? We'll cover all the geeky details today on the Dough Show! 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. ---Ready to subscribe--- For more information visit: www.JazzWealth.com --- 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 Investment Options in a Self-Directed IRA: The Dough 💲how For those seeking to plan for their retirement, Individual Retirement Accounts (IRAs) have long served as a popular choice. Traditional IRAs, Roth I...

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 ...