Timothy Sumer

In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses a provision in SECURE Act 2 that discusses prohibited transactions and how they affect you if you have multiple IRAs. -- Learn more about SECURE 2: -- 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. Learn More: #selfdirectedira #secureact #retirement #prohibitedtransactions #IRARules #investing #alternativeinvestments #taxes #irafinancial #adambergman #secureact2... ( read more ) LEARN MORE ABOUT: IRA Ac...

EPISODE #263 You can find the links and resources for this episode on our website here: - Want a complimentary copy of our latest book, Your Business Your Wealth? All you have to do is review our podcast (on Apple Podcast / Spotify / Stitcher), then email us a screenshot of your review to info@sfgwa.com and we'll mail you a copy of our latest book. This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation. Sound Financial LLC dba Sound Financial Group is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments...

In today's video, Marvin Musick from Medicare School announces the breaking news of a HUGE spending bill passed into law recently that impacts YOU & all Senior Citizens! In the 1.7 trillion dollar spending bill, 14.1 billion was allotted for the SSA, Social Security Organization to help them with their customer support crisis due to the SSA budget decreasing over the years while SSA beneficiaries are 21% higher. Secondarily, this new law includes a package of provisions, known as the Secure Act 2.0 which will expand workers' access to retirement plans and gives senior citizens the ability to contribute to and maintain those accounts. The Secure Act was put into law in 2019, and this is being viewed as a new and improved version of those laws. Secure Act 2.0 passed this year, which means big changes for all senior citizens after this huge spending bill passed into law. SECURE is an acronym for "Setting Every Community Up For Retirement Enhancement"...

The SECURE Act 2.0 In this episode of Berry's Bites, Chris Berry answers the question: What is new with Secure Act 2.0? ___________________________________________________________ Certified Elder Law Attorney and Certified Financial Planner Christopher Berry of Castle Wealth Group answer questions on retirement and estate planning every Wednesday at 1pm. Register here or give our office a call at 844-885-4200. Castle Wealth Group and Christopher Berry help families with estate planning, elder law, retirement planning , and tax planning from their Brighton, Ann Arbor, Livonia, Bloomfield Hills, and Novi offices. Castle Wealth Group helps families with their legal, financial, and tax planning for their retirement and legacy. With the use of legal structures like revocable living trusts, Castle Trusts (asset protection trusts), Chris Berry and Castle Wealth Group can help your family plan, protect, and preserve what is important through their Retirement and Legacy Blue...

Big Changes Coming to Retirement Accounts - The Secure Act 2.0 Free Online Resources: Retirement Planning Online Course: Martinsen Wealth Management ... ( read more ) LEARN MORE ABOUT: Retirement Planning REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing https://inflationprotection.org/secure-act-2-0-big-changes-coming-to-retirement-plans/?feed_id=49512&_unique_id=63991da67a6dc #Inflation #Retirement #GoldIRA #Wealth #Investing #employeematchonstudentloans #newcatchupprovisions #retirementplanningat65 #secureact #secureact2 #secureact2.0 #secureact2.0details #secureact2.0explained #secureact2.0highlights #secureact2.0news #secureactexplained #457Plan #employeematchonstudentloans #newcatchupprovisions #retirementplanningat65 #secureact #secureact2 #secureact2.0 #secureact2.0details #secureact2.0explained #secureact2.0highlights #secureact2.0news #secureact...