Timothy Sumer

Saving for retirement with a Roth IRA versus a traditional IRA can have an impact on how much money you have once you stop working. Financial experts Joe Anderson and Alan Clopine go over the differences and the impact it can have on your retirement savings. Broadcast Date: June 4, 2017 If you would like to schedule a free assessment with one of our CFP® professionals, click here: Make sure to subscribe to our channel for more helpful tips and stay tuned for the next episode of “Your Money, Your Wealth.” Channels & show times: IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor. • Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with a tax advisor or attorney regarding specific situations. • Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. • Investing

Changing your contribution to put more money away is a great move for your retirement. But can you change your contributions in Plan 3? This video will answer that question as well as how much should I put into plan 3 and what other option are available 🙋‍♀️Need some help? Schedule a meeting here: ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 🎯Get TRS 3, PERS 3 & DCP Investment Advice Here: 💥💥 The Only Place To Receive Ongoing, Personalized Investment Advice, So You Can Confidently Invest In Your TRS 3, PERS 3 & DCP retirement plans ! ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 📚Free E-Book Downloads: 7 Money Murdering Mistake Washington Teacher Make: 5 Ways To Avoid Running Out Of Money Without Risking A Dime: ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ✉ Join our email list & stay informed on your retirement benefits: Free Gift for joining: 10 Tax Myths Most Taxpayer Believe ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Masterclasses: How Washington Teachers Can Avoid Retirement Tax Traps ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬

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 #

Christina Slavonik, CERTIFIED FINANCIAL PLANNER™ and the newest member of the YFP family, breaks down how to do a backdoor Roth IRA conversion. Learn more personal finance and pharmacy on YouTube: Christina Slavonik and Tim Baker break down how to do a backdoor Roth IRA conversion, a move that most pharmacists should consider making. Listen to the full episode here: ... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERT IRA TO GOLD: Gold IRA Account CONVERT IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA https://inflationprotection.org/yfp-096-how-to-do-a-backdoor-roth-ira/?feed_id=47160&_unique_id=63901ac97016f #Inflation #Retirement #GoldIRA #Wealth #Investing #backdoorrothira #CertifiedFinancialPlanner #FinancialPlanning #investing #pharmacist #pharmacy #pharmacycareer #Retirement #retirementsavings #RothIRA #rothiraconversion #BackdoorRothIRA #backdoorrothira #CertifiedFinancialPlanner #FinancialPlanning #inve

Hey guys! 401ks, IRAs, contribution percentages- all of that retirement stuff is confusing, so I thought I would de-mistify some of that information for you! Leave a comment on if you're liking these 'Crash Course in Finance' videos, and let me know what you want to see next. Have a great week! -Eshi SUBSCRIBE TO MY CHANNEL FOLLOW ME (@eshi.jay) SOURCES/ITEMS DISCUSSED Accounts to follow: The Financial Diet investing with Rose... ( 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/crash-course-in-iras-401k-roth-401k-roth-ira-eshi-jay/?feed_id=44311&_unique_id=63851a25506c2 #Inflation #Retirement #GoldIRA #Wealth #Investing #401k #Finance #investing #Investments #ira #personalfinance #PostTax #pretax #Retirement #retirementsavings #ROTH401k #RothIRA #savingforretirement #traditiona

Year End Tax tips for RMD, 401(k), gift giving, donations Tips on Required Minimum Distribution (RMD) Funding Retirement accounts 401(k), 403(b), SEP, Simple Plans Tips on self employment Keogh Plan Loss Harvesting on capital gains Tips on Gift Giving by December 31, 2019 Tips on Donations and Donation Receipt Finally, a photo of cute puppies if the Tax tips were too boring. _________________________________________________ Katie St. Ores CFP®, ChFC®, EA, LTC • 97 Hours of Continuing Education each year to maintain Professional designations • CFP® - Certified Financial Planner • ChFC® - Chartered Financial Consultant • EA - Enrolled Agent - Empowered by the U.S. Dept of the Treasury • Licensed Tax Consultant –Licensed by the State of Oregon • Registered Investment Adviser- Oregon Div. of Financial Regulation • Tax Accountant - Markusen & Schwing CPA's • Certified Investment Management Analyst program -Wharton - University of Pennsylvania • Certified Mergers &a

ATTENTION ALL SELF-DIRECTED IRA INVESTORS: In case you didn't know, there are a couple of Roth Conversion deadlines approaching that you should be aware of. A Roth conversion entails taking your pre-tax Traditional, SEP, or SIMPLE IRA, paying income tax on the amount you'd like to convert, and ultimately getting your IRA into a completely tax-free Roth IRA. So what are the proposed changes to Roth Conversions in the current administration's Infrastructure Bill, and what deadlines do you, the self-directed IRA investor, need to be aware of? If the bill were to pass as is, there will be two specific changes related to Roth conversions. #1 - If you exceed certain income limits either as a single or joint filer, you will no longer be able to convert pre-tax funds after December 31st, 2021. #2 - If you have a company sponsored 401k plan , or a Solo401K for your self-employed business, you will no longer be bale to do In-Plan Roth conversions of your Employer's p