Timothy Sumer

As an owner of a business you have four options for funding a retirement plan. Brian Sauter CFP®, AIF® senior financial planner explains each one, the contribution limits and deadlines. Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management to thousands of people across the nation. Schedule a free assessment with one of our experienced financial professionals, either online, or at one of our many financial planning offices around the country: Subscribe to our YouTube channel and stay tuned for the next episode of the Your Money, Your Wealth® TV show: Subscribe to the YourMoney, Your Wealth® podcast: IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, LLC, a Registered Investment Advisor. • Pure Financial Advisors LLC does not offer tax or legal advice. Consult with your tax advisor or atto...

Business owners are in a unique position when it comes to retirement planning . Not only does your business probably make up a chunk of your net worth, you have unique planning opportunities with regard to retirement income and risk management through insurance. Here are three retirement planning tips small business owners should consider.... ( 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/business-owners-corner-retirement-planning-advice-for-small-business-owners/?feed_id=63673&_unique_id=63cf93a50c48a #Inflation #Retirement #GoldIRA #Wealth #Investing #retirementplanning #retirementplanningadviceforsmallbusinessowners #retirementplanningforbusinessowners #retirementplanningforsmallbusinessowners #smallbusiness #smallbusinessowners #QualifiedRetirementPlan #retirement...

In this video, Colin Exelby, CFP® explains the five most common conversion mistakes so you don’t make them. Learn in detail, five ways investors, financial advisors, and CPAs have made mistakes so that you can take full advantage of Roth conversions. A Roth conversion is a strategy where you move Traditional, SEP, or Rollover IRA funds into a Roth IRA for tax-free future growth. Anyone can do it, no matter your age or your income limit. So the younger you are when you do it, potentially the larger the benefit. They’re even more powerful when converted in a down market. Watch this video to learn why. TIME STAMPS : 00:00 Roth IRAs 00:35 5 Most Common Conversion Mistakes 01:22 The Pro-Rata Rule 04:39 Not converting enough assets while young 07:20 Forgetting about the IRMAA penalty 08:31 Converting the entire IRA in a single year 09:20 The 5 year rule ★☆★ Who Is IRMAA And Why Does She Matter? ★☆★ ★☆★ Roth IRA Conversion Pros and Cons in 2022 ★☆★ ★☆★ How to Create...

As an owner of a business you have four options for funding a retirement plan. Brian Sauter CFP®, AIF® senior financial planner explains each one, the contribution limits and deadlines. Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management to thousands of people across the nation. Schedule a free assessment with any one of our professionals, either online or at one of our financial planning offices in San Diego, Brea, Irvine, and Woodland Hills, California: Ask your personal finance questions: Subscribe to our channel: IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, LLC a Registered Investment Advisor. • Pure Financial Advisors LLC does not offer tax or legal advice. Consult with their tax advisor or attorney regarding specific situations. • Opinions expressed are subject to change...