Timothy Sumer

A 403(b) is a retirement plan offered for public school employees and other tax-exempt organizations. Most plans have a Roth component and can be converted to a Roth IRA. -- Learn more about the Roth IRA: -- Discover more videos by IRA Financial: Subscribe to our channel: -- About IRA Financial: IRA Financial 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 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, ...

Greg Shepard - S&A Financial Services, Inc. One of the most overlooked, underutilized features of higher education retirement plans is the Roth feature. Widely ignored by those employed in the higher education industry. Watch this informative webinar explaining what the Roth feature is and why you should consider using it. Other Resources: 🎤 Podcast - HigherEd Retire 📆 Jump on my calendar for 30min conversation to see if Roth feature is appropriate for you. **Disclosure** S&A Financial Services, Inc. is a registered investment advisor. Content presented is for informational purposes only and should not be considered as investment advice or as an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Always consult with your tax advisor or attorney regarding your specific situation.... ( read more ) LEARN MORE ABOUT: Retirement Planning REVEALED: Best Investment...

年底了，Roth conversion 的要注意了！！别踩坑喔！ IRA Conversion 有 Pro Rata 规则，那么公司的退休金呢？ 什么情况下没有Pro-Rata呢？ ****** 欢迎大家继续订阅《潘老师小课堂》，退休生活有保障！ 想了解更详细的内容，或者有任何有关退休，年金，人寿保险，医疗保险，税务规划等等方面的，可以跟我们联系： email：panfinancialinc@gmail.com 微信：pan-financial-inc 往期其他节目： 第 9 期: 退休或离职后公司退休金，401(k)/403 B 怎么投资怎么管理比较好？ 第3期: Roth IRA Backdoor & Conversion; 什么情况下IRA可以抵税；Conversion注意的税务问题; 第2期: 退休省税 Roth IRA: 为什么要Roth IRA? 能放多少? 什么时候领钱没有罚款? 第1期: 退休省税 Traditional IRA: IRA 什么情况下出现的? 可以省现在的税吗? 什么时候取钱没有罚款? 有RMD吗? ... ( read more ) LEARN MORE ABOUT: IRA Accounts INVESTING IN A GOLD IRA: Gold IRA Account INVESTING IN A SILVER IRA: Silver IRA Account REVEALED: Best Gold Backed IRA https://inflationprotection.org/%e6%8a%95%e8%b5%84%e7%90%86%e8%b4%a2%e7%ac%ac50%e6%9c%9f%ef%bc%9aira%e5%88%b0roth-%e6%88%96%e5%90%8e%e9%97%a8roth%e7%9a%84pro-rata-rule%ef%bc%8c%e5%85%ac%e5%8f%b8%e9%80%80%e4%bc%91%e9%87%91%e7%a8%8e/?feed_id=57786&_unique_id=63b8ec8f2eb42 #Inflation #Retirement #GoldIRA #...

James Lange, CPA/Attorney and best-selling author of "The Roth Revolution: Pay Taxes Once and Never Again," discusses the Roth IRA Conversion, potentially one of the most powerful tools in retirement and estate planning.... ( 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/roth-ira-conversions-the-impact-on-heirs/?feed_id=54566&_unique_id=63ac9fa60ccf5 #Inflation #Retirement #GoldIRA #Wealth #Investing #eatateplanningattorney #estateplanning #FinancialServices #ira #JamesLange #retirementplanning #ROTH #ROTH401k #roth403b #RothIRA #rothiraconversion #traditionalIRA #InheritedIRA #eatateplanningattorney #estateplanning #FinancialServices #ira #JamesLange #retirementplanning #ROTH #ROTH401k #roth403b #RothIRA #rothiraconversion #traditionalIRA