Timothy Sumer

In this episode, Mat and Mark discuss the differences between Solo 401Ks and SEP IRAs; they explain which plan is right for YOU! Link too Article on Solo 401Ks: ---- SEP IRA can now be ROTH: ---- Leave your questions in the comment section below! 🔊 Found this video helpful? Click the Like bottom & share with others. Subscribe to my channel and click the 🔔 icon for notifications when I post a new video. --- Learn how to take control of your retirement - Self-directed IRA Podcast - Be an expert/shop my products - Blog & Articles - --- Connect with me online: - Instagram: - Facebook: - LinkedIn: - Twitter: ... ( 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 When it comes to retirement savings, there are many options available to business owners. Two of the most popular options are the Solo 401K and the SEP IRA. Both

The rules of inherited IRAs are extremely difficult to understand due to the SECURE Act, yet they must be understood. Dean Barber and Bud Kasper review the inherited IRA rules and explain how the can affect different beneficiaries. Schedule a Meeting: Start Planning Here: More on this episode: Other Videos: 2022 Year-End Tax Planning: What Is Tax Diversification?: Podcasts: Ed Slott in Studio! - Creating a Tax-Free Retirement with Ed Slott - Articles: Yet Another Interest Rate Hike — What Does It Mean for You?: The Impact of Rising Interest Rates: RMD Penalty Waived for 2021 and 2022 Missed RMDs within 10-Year Rule: What Is a QCD?: How Much Do I Need to Retire?: The SECURE Act's 10-Year Rule: 10 Ways to Fight Inflation in Retirement: 6 Reasons Roth Conversions Could Work for You: Other Resources: Barber Financial Group Educational Series: The Guided Retirement Show: Disclosures and Introduction: 00:00 Bad Times for the Bond Aggregate: 01:16 Inher

If you are the named beneficiary of an IRA (Individual Retirement Accounts) or you own an IRA yourself and have named beneficiaries, this topic affects you. The SECURE ACT shortened the time period beneficiaries are allowed to delay taking money out and paying income taxes. With an update earlier this year, the IRS added more confusion to distribution rules for beneficiaries. This video goes over all of this. Show Notes: Questions? Email us at Hans@CardinalGuide.com, call us at (919) 535-8261, or visit our website at CardinalGuide.com. Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Cardinal Advisors are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. The content of this channel is provided for informational purposes only and is not a solicitation or recommendation of any inve

Today Dr. Dahle walks you through what changes are coming with Secure Act 2.0. He will take you through everything step by step to hopefully make sense of all of the changes for you. He also answers your questions about the backdoor Roth, estate planning, tax loss harvesting and more. If you want to read more about Secure Act 2.0 click the link: What’s changed in healthcare? The opportunities, the lifestyle, and you. Your needs, wants, and goals are probably different than they were five years ago. Now’s the perfect time to explore locum tenens opportunities. Start your research at an unbiased, educational resource. You’ll hear true stories from physicians, learn about specialty trends, compare locums agencies, and more. Locums could be an essential part of a career that adapts to your needs. Visit The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and re

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

Will This New Law Change Your Retirement? - Schedule Your FREE Retirement Assessment Today Make retirement planning Easier Subscribe Now: Download Our Retirement Toolkit: On this episode of the Retire Once Show, Johnathan and Melissa discuss the new Secure Act 2.0. This law has over 100 different retirement provisions. There are so many changes that this law impacts and on this episode, we cover the top changes that are coming with the new Secure Act 2.0. With everything from new ages for RMD (required minimum distributions) to an increase coming to catch-up contributions, there are so many things to unpack in this 4100 page law. If you have questions or comments for the show email us Retire@theoremwm.com or head to www.Retireonceshow.com - Johnathan Rankin CRPC® CEPA®, Founder & CEO - Melissa Rankin - Wealth Management Advisor - Theorem Wealth Management 🎁 [ULTIMATE RETIREMENT TOOL KIT] 👍 [SCHEDULE A CONVERSATION] 😁 [REACH OUT ON FACEBOOK] ➡️ [CONNECT

Did the Grinch or Santa Claus come to town? Biden signs the new bill... What does this mean for small business owners?? Want to know all about this topic? Visit my website to read the full article - Huge Changes to IRAs and 401(k)s in New Budget Law that Affects Everyone - ---- Leave your questions in the comment section below! 🔊 Found this video helpful? Click the Like bottom & share with others. Subscribe to my channel and click the 🔔 icon for notifications when I post a new video. --- Learn how to take control of your retirement - Self-directed IRA Podcast - Be an expert/shop my products - Blog & Articles - --- Connect with me online: - Instagram: - Facebook: - LinkedIn: - Twitter: ... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERTING IRA TO GOLD: Gold IRA Account CONVERTING IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA https://inflationprotection.org/huge-changes-to-iras-and-401-ks-new-l

What is the SECURE Act of 2019 and how does it impact your retirement plan? In this episode, Ron DeLegge @ ETFguide examines BIG changes to inherited IRAs, required minimum distributions for retirees, IRA contributions, families with students, and employer sponsored retirement plans. How will you be impacted and what retirement planning moves can can make right now to plan ahead? Watch and learn! #RetirementPlan #IRA #SECUREact Here's our top 5 investing links: 1. Portfolio Report Card 2. Free ETF Guides 3. Habits of the Investing Greats 4. Step-by-Step Guide for Protecting Your Assets 5. Index Investing Show ... ( 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/how-the-secure-act-affects-your-retirement-planning-in-under-10-minutes/?feed_id=51136&_unique_id=639f6bc989f9a #Inflation #Retiremen

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

The SECURE Act, which became law in 2020 greatly restricts inherited IRAs and imposes a ten-year period in which the inherited IRA needs to be completely withdrawn. This video discusses how to Limit the Income Tax hit to those Inheriting your IRA under the SECURE Act.... ( 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/the-secure-act-how-to-limit-the-income-tax-hit-to-those-inheriting-your-ira/?feed_id=47531&_unique_id=63918da0aba6a #Inflation #Retirement #GoldIRA #Wealth #Investing #californiaattorney #californiaestateplan #campbellcaattorney #estateplan #Retirement #RothIRA #SanJose #sanjoseattorney #secureact #InheritedIRA #californiaattorney #californiaestateplan #campbellcaattorney #estateplan #Retirement #RothIRA #SanJose #sanjoseattorney #secureact

On this episode of Adam Live, IRA Financial founder, Adam Bergman, Esq. will discuss a new notice issued by the IRS on Friday, October 7, 2022 clarifying the required minimum distribution (RMD) rules for certain IRA beneficiaries. If you inherited an IRA as a "non-eligible designated beneficiary," you may have been required to start taking RMDs. Failure to take the full RMD would lead to stiff penalties. This IRS notice waives the penalties for missed RMDs for 2021 and 2022. Mr. Bergman will discuss how it may affect you and the benefits the notice provides. Further, Adam will dip into the mailbag and answer questions he has received recently about self-directed retirement accounts. Join us LIVE on Thursday, October 13th at 12PM EDT! -- Download a PDF version of IRS Notice 2022-53: -- 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

What are the rules about inheriting an IRA from a loved one? Do you need to take distributions? How long do you have to take the funds from the account? The rules on inheriting IRA's have changed, and we explain it.... ( 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/what-is-a-beneficiary-ira/?feed_id=41364&_unique_id=6379c78fadd52 #Inflation #Retirement #GoldIRA #Wealth #Investing #antoniocibella #clevelandfinancialadvisor #individualretirementaccount #inheritance #IRAdistribution #requiredminimumdistribution #Retirement #RMD #RothIRA #secureact #taxesinretirement #traditionalIRA #visionwealth #InheritedIRA #antoniocibella #clevelandfinancialadvisor #individualretirementaccount #inheritance #IRAdistribution #requiredminimumdistribution #Retirement #RMD #RothIRA #secureact #taxesinretirement #tradi

Stacy Johnson answers today's question: "What happens to my parents' IRA after they pass if I was to inherit it?" »»» Subscribe to Money Talks News here to watch more videos: »»» Connect with us online: Like Money Talks News on Facebook: Follow Money Talks News on Twitter: Sign up for the Money Talks Newsletter: »»» About Money Talks News: Our goal is to help you reach your goals by telling stories that matter to you. Stories that offer specific advice on saving more, spending less, investing, and avoiding debt – without making your eyes glaze over. »»» Disclosure: The information you read here is always objective. However, we sometimes receive compensation when you click links within our stories.... ( 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/inheriting-an-ira-heres-what-you-nee

Is your IRA properly set up to benefit your loved ones when you’re gone? John Bowens, Equity Trust’s National Education Specialist, explains some of the options for legacy or estate planning for your retirement account , including: - The SECURE ACT and its impacts on legacy planning - How IRAs can avoid Probate - What to know about the Estate Tax Exemption - Things to consider when naming a trust, spouse, or children as beneficiaries To get started with a self-directed IRA, Roth IRA, Solo 401(k), or other tax-advantaged account, visit info.trustetc.com/get-started Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional.... ( read more ) LEARN MORE ABOUT: IRA Accounts TRAN