Timothy Sumer

What happens to your money when you contribute to a Roth? How does money in your Roth grow? ▶ Like this video? Subscribe! Simple Schools TV teaches practical life skills in short, free educational videos for adults. Starting with money. ---------------------------------------------------------------------------------- VIDEO TEXT: 0:00 Intro We last talked rich people talk about taxes. Namely, how a Roth can help you avoid taxes on the sweet profits that your contributions may make while in your account. When you put your money in, you don't necessarily just get the same amount out. 0:12 How can I help money grow in a Roth IRA? Inside of a Roth you have the option to invest your money. You can invest in stocks, bonds, mutual funds, ETFs – you get the picture. Whatever is publicly traded. Depending on where you open your account, you can own alternative investments like real estate. 0:26 What if I don't want to invest my Roth IRA contributions? If you don’

Because Social Security is the bedrock of the majority of American's retirement income, when your spouse passes away as you are in or nearing retirement years, this question, "What happens to my spouse's Social Security when they die?", becomes incredibly important for the surviving spouse to answer. This video goes over three different scenarios that could apply to you: when you are both already claiming Social Security, When one or neither of you is claiming Social Security, and when the surviving spouse was a collecting/entitled to a non-Social Security pension. 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, L

Gone are the days when workers could count on an employee pension plan and social security to cover their living and health costs during retirement. Today, pensions are a rarity and Social Security isn’t a slam-dunk for future generations. This is why it is wise that you prepare for retirement before you get to those golden years. In this video Apollo discusses the best tax-free retirement accounts that will help build and protect your wealth. This is a snippet video, however, we recommend that we watch it until the end, so you don’t miss anything. The full video can be viewed as part of our streaming service. Join today and get your 7-day free trial, while the offer is available. ... ( 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 As you plan for retirement, you need to consider various factors, including factors that can help you protect you

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: 401k Plans REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing Investing your 401k is a crucial decision that can determine your financial success in the future. However, not all investment options are created equal, and some may not be the best fit for your retirement goals. If you're hoping to make the most of your 401k, there are certain things you should avoid doing. Firstly, it's essential to steer clear of investing all of your 401k in a single company's stoc

If you do not use the room....you'll lose the room.....FOREVER! In this educational video, I am going to teach you why it is better to get taxes done sooner than later. Also in watching this video, you will see why it is in your best interest to speak to a properly trained IUL specialist about your financial future. To your abundance! Doug Andrew Key Moments In This Episode ======================== 0:00 Introduction & Summary 1:00 The advice to take minimum distributions 2:48 The strategic rollout 3:53 The max-funded IUL 4:40 Understanding the tax brackets 7:45 Logical decisions vs emotional decisions 11:05 Want to know more? Get a free copy of my books! Go to: www.laserfund.com Go to: www.entitlementabolition.com Go to: www.free10keysbook.com Are you an advisor interested in what we teach? Go to: www.iulinsiderpro.com What To Watch Next ======================== How a Max Funded IUL Can Earn Tax Free Returns that are Safer & Higher than Banks Offer Did

retirement planning at 66. Troy Sharpe, CFP®, takes a look at someone retiring with $800,000, runs it through an advanced simulation to see the probability of making it through retirement with money. In this episode, Troy looks at 1,000 different scenarios looking at the probability of successfully retiring without running out of money, given the current economic situation. The analysis is part of what we at Oak Harvest call a Oak Harvest Retirement plan, a customized solution aimed squarely at your retirement needs. Oak Harvest retirement planning Process Instead of trying to fit you into a box, Oak Harvest builds the box around you. So, no two plans are exactly alike. We tailor investments, income, tax-reduction, safety, long-term care and legacy solutions around your retirement vision and goals. It starts with a discussion about your retirement vision. A retirement vision is the most critical element of a Oak Harvest Retirement plan because it allows us to clea

Troy Sharpe, CFP®, recently read an article online where a 58-year-old man with $1.4 million saved up asked if he had enough to retire. He had $700,000 in a 401(k) account and $700,000 in a non-qualified account. In this episode, Troy looks at 1,000 different scenarios looking at the probability of successfully retiring without running out of money, given the current economic situation. #dontrunoutofmoney #successfulretirement #enoughtoretire The analysis is part of what we at Oak Harvest call a Oak Harvest Retirement plan, a customized solution aimed squarely at your retirement needs. Oak Harvest Retirement Plan Instead of trying to fit you into a box, Oak Harvest builds the box around you. So, no two plans are exactly alike. We tailor investments, income, tax-reduction, safety, long-term care and legacy solutions around your retirement vision and goals. It starts with a discussion about your retirement vision. A retirement vision is the most critical element of a Oak H