Timothy Sumer

We help people who are entering retirement or want good retirement strategies to create retirement monies they can never outlive. Schedule a no-obligation consultation with me directly: Get your complementary consultation for a tax-efficient retirement plan. Also, pick up one of our FREE life guides: ***Connect with us on Facebook: *** *** Visit us online at: www.JustAskFreeman.com *** Financial Sources Inc. 6111 Ivy Ridge Ct Upper Marlboro, MD 20772  TEL: (301)627-0123 | www.JustAskFreeman.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 Converting Traditional IRA to Roth IRA - Tax Strategies When it comes to retirement planning and saving for the future, Individual Retirement Accounts (IRA) are a popular choice among investors. These accounts offer tax advantages and are designed to help individuals grow their savin...

We help people who are entering retirement or want good retirement strategies to create retirement monies they can never outlive. Visit me at my office for a free consultation! Call: 1-833-313-7233 ***Connect with us on Facebook: *** *** Visit us online at www.JustAskFreeman.com *** Financial Sources Inc. 6111 Ivy Ridge Ct Upper Marlboro, MD 20772  Phone: (301) 627-0123 www.JustAskFreeman.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 https://inflationprotection.org/ira-rollovers-for-2019/?feed_id=48560&_unique_id=639582fccac85 #Inflation #Retirement #GoldIRA #Wealth #Investing #babyboomers #irarollover #maryland #requiredminimumdistribution #retirees #Retirement #retirementmoney #retirementplanning #retirementsavings #savings #socialsecurity #socialsecurityadministration #socialsecuritybenefits #socialsecurityclaiming #...

I am ready to establish a 401(k) plan but need to know who plays what role. In a 401(k) plan today the recordkeeper could be the same or different from the entity hired to do the administration and compliance of the plan. Third Party Administrators ( TPA) are often used for annual administration and compliance as well as for plan design and review, but they too could be performing recordkeeping functions. As with everything related to vehicles that allow for tax deference, the specific duties of all of these players in the defined contribution and 401(k) plan space are ever changing. Learn more about these entities and their roles in plan establishment and ongoing operation in the 401(k) market specifically. Your client already has a qualified retirement plan but it was been put on the set-it and forget-itmerry-go-round. The cost of the plan, the investment returns and the service model are the three most important items your client will take into consideration during t...