Timothy Sumer

Should you claim Social Security at full retirement age or 70? Learn what some of the scenarios could be for when it might make sense to claim Social Security at full retirement age or later. At the end I go over what could be one of the biggest proposals Biden has for Social Security changes. If you have specific questions about your retirement and would like help getting answers, here is our Calendly link for a simple 15 minute complimentary phone call to speak with Nate. If you want to check out our services and other info about us, head on over to our website. OTHER RESOURCES Many people have so many questions around Medicare, we have a webinar that goes over some of the most frequently asked questions. You can watch it here. You can read our blog; Check us out on Social Media at; Our podcast is Retirement Rescue Radio. We also have a YouTube channel for our podcast as well. Our BOOKS authored by Nate Miller can be found on Amazon at these links; CPR R...

Should you use your 401k or IRA to pay off your debt? There are several moving parts to this answer and many factors to consider. For one, what tax bracket are you in and how much tax will you pay on that distribution? Listen to some other considerations and possible alternative recommendations. If you have specific questions about your retirement and would like help getting answers, here is our Calendly link for a simple 15 minute complimentary phone call to speak with Nate. If you want to check out our services and other info about us, head on over to our website. OTHER RESOURCES Many people have so many questions around Medicare, we have a webinar that goes over some of the most frequently asked questions. You can watch it here. You can read our blog; Check us out on Social Media at; Our podcast is Retirement Rescue Radio. We also have a YouTube channel for our podcast as well. Our BOOKS authored by Nate Miller can be found on Amazon at these links; CP...

Learn all about the Mega Backdoor Roth option if you are self-employed and how you can supersize your Roth savings, all in about a minute. -- Read more about the Mega Backdoor Roth: -- Discover more videos by IRA Financial: Subscribe to our channel: -- About IRA Financial: IRA Financial Group was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms. During his years of practice, he noticed that many of his clients were not even aware that they can use an IRA or 401(k) plan to make alternative asset investments, such as real estate. He created IRA Financial to help educate retirement account holders about the benefits of self-directed retirement plan solutions. IRA Financial Group is a retirement account facilitator, document filing, and do-it yourself document service, not a law firm. IRA Financial Group does not provide legal services. No attorney-client relationship exists between Client and IRA Financial Group, its ...