Timothy Sumer

Isaac Fleming and Kim Bruggeman of Greenstone Multifamily share how being vertically integrated gives Greenstone a strategic advantage as a national real estate investment company that specializes in acquiring value-added multifamily assets. Isaac is an expert at successfully controlling projects from conception to completion. His strategy increases efficiency and cost savings in multifamily investment opportunities that have been passed along to investors in the form of increased returns. Kim Bruggeman is responsible for the development and asset management of Greenstone's multifamily and student housing portfolio. She brings over 15 years and 25,000 units of property management experience to our corporate team. Reneika Lightbourne of Advanta IRA highlights how you can use a self-directed IRA to invest passively in a multifamily For more information about investing in multifamily properties with your retirement funds, go to Learn more about Advanta IRA: ...

Do you need tax deductions? Do you own your own business? If you answered ‘YES’, a Solo 401(k) could be a great way for you to save thousands on your taxes while adding thousands to your retirement account . But the 2018 Deadline is approaching and you don’t want to miss it. There are a lot important rules and deadlines that impact your retirement planning that you need to be aware of, especially if you are considering a Solo 401(k). Alex Perny will help you understand if you qualify for a Solo 401(k) and what monies can be contributed to the plan. He will also review contribution limits and critical deadlines related to these powerful accounts. To learn more visit: ... ( 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 Tax Deductions for Business Owners As a business owner, you know that maximizing your deductions is essential for ...

The ability of taxpayers to move funds from a Traditional IRA to a tax-free Roth IRA is one of the great underpinnings of our current tax code. Is NOW the right time to use Roth conversions to your advantage? Alex Perny of Advanta IRA shares information to help you decide. ... ( 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 Roth Conversions and The CARES Act—Is NOW the Right Time to Convert? The COVID-19 pandemic has brought about unprecedented economic disruption, leaving many individuals questioning the status and direction of their retirement savings. With the passage of The Coronavirus Aid, Relief, and Economic Security (CARES) Act in March 2020, new opportunities and considerations have emerged for those looking to secure their financial future. One notable opportunity is the option of doing a Roth conversion. A Roth conversion in...

Whether you want to leave an inheritance or have inherited an IRA, Reneika Lightbourne shares what you need to know to about inherited IRAs during this webinar. Learn more about Advanta IRA: For customer inquiries please contact: Reneika Lightbourne, CISP Business Development Specialist RLightbourne@AdvantaIRA.com #webinar #ira #educationalvideo #financial #financialeducation #financialplanning #investing #investments #ira #investment #retirementplanning #retirement... ( 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 Light Your Legacy: The Basics of Inherited IRAs When it comes to planning for the future, it's essential to consider how your assets will be passed onto your loved ones. Individual Retirement Accounts (IRAs) have long been a popular method of building a secure financial future, and one way to ensure the continuity...

Roth conversions can be an effective strategy in your retirement. During this webinar, Advanta IRA’s Larissa Greene dives deep into the topic of Roth conversions. Larissa shares the tax benefits, how conversions work, along with the pros and cons. Subscribe to our YouTube channel and join our growing community for new videos every week. For questions regarding the webinar contact: Larissa Greene, CISP Business Development Specialist LGreene@AdvantaIRA.com Learn more about Advanta IRA: #webinar #rothconversion #investment #investmentstrategies #investing #financialeducation #financialfreedom #realestateinvesting #investingtips #IRA #retirement #retirementplanning... ( 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 Roth Conversions – How to Get Roth IRA Benefits Regardless of Your Income When it comes to saving for retirement,...

As you may remember, the SECURE Act of 2020 changed how we save for retirement and impacted certain IRAs. Congress just passed a new round of legislation—The SECURE Act 2.0—that builds on the SECURE Act to make saving for retirement even easier. Alex Perny of Advanta IRA will discuss the following changes and updates: - Automatic enrollment of employees to qualified retirement plans - Early withdrawal provisions from retirement savings - Changes that impact part-time employees - Catch-up contributions - And more The SECURE Act 2.0 legislation will affect everyone, from fortune 500 companies to self-employed individuals. During this comprehensive webinar, Alex will cover all the pertinent retirement plan changes and everything you need to know to stay informed and maximize your tax savings. For more information check out our podcast or recent blog #webinar #educationalvideo #financial #financialeducation #financialplanning #investing #investments #ira #investment #i...

How will the SECURE Act impact your taxes? Alex Perny of Advanta IRA explains the key changes in the SECURE Act and how they will impact your filings this year. ... ( 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 The SECURE Act and Your Taxes The SECURE Act, or the Setting Every Community Up for Retirement Enhancement Act, has brought some major changes in the financial landscape, impacting taxpayers throughout the United States. The legislation aims to help Americans save more effectively for their retirement years, but it also affects the way taxes are calculated and distributed. Here’s what you need to know about how the SECURE Act affects your taxes. Required Minimum Distributions One of the most significant changes the SECURE Act introduced was the modification of the Required Minimum Distribution (RMD) age. Previously, individua...

Using a backdoor Roth IRA or mega Roth 401(k) is a great way to take tax-free distributions when you retire. During this webinar, Larissa Greene of Advanta IRA discusss how you can use a backdoor Roth IRA or mega Roth 401(k) to maximize your retirement benefits. Learn more about self-directed Roth IRAs at #rothira #investing #retirement... ( 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 Write an article about Tax Free? Yes, Please! Backdoor Roth IRAs & Mega Roth 401(k)s in English https://inflationprotection.org/rewrite-this-title-tax-free-yes-please-backdoor-roth-iras-mega-roth-401ks/?feed_id=104455&_unique_id=647d4b27a6244 #Inflation #Retirement #GoldIRA #Wealth #Investing #alternativeira #selfdirectedira #selfdirectediracompany #selfdirectedirallc #selfdirectedirarealestate #selfdirectedIRAservices #selfdirectedretirementp...

Investing in alternative assets with limited funds is an excellent way to build your retirement wealth. During this webinar, Larissa Greene of Advanta IRA explains the process and strategies for investing with limited funds. To learn more about alternative investments please visit #alternativeinvestments #investing... ( 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 Investing with limited funds can seem like a daunting task, but it is possible to start building wealth even with a small amount of money. With the right strategy and some discipline, anyone can invest with limited funds and grow their wealth over time. One of the first things to consider when investing with limited funds is diversification. Rather than putting all your money into one stock or asset, it is important to spread your funds across a range of different investments. Th...

Join Alex Perny as he dives into the end of year deadlines you need to know for your self-directed retirement accounts. Learn more about self-directed IRA's here: ... ( 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 The end of the year always marks an important time for small business owners to evaluate their retirement plans and make any necessary adjustments. It is essential to take advantage of any potential tax deductions before the year-end deadline. Here are some end of the year retirement plan strategies for small business owners: Maximize your contributions One of the simplest and most obvious strategies is to maximize your 401(k) contributions. You can contribute a maximum of $19,500 to your 401(k) plan, and if you are age 50 or older, you can add an extra $6,500 catch-up contribution. By maximizing your contributions, you can...

Do you have experience with fix and flip real estate but are short on funds to invest? Joint venture investing allows you and/or your IRA to partner with individuals, other IRAs, businesses, investors, and other entities to pool your various and unique resources to fix and flip real estate. During this webinar Corey Daharsh of Advanta IRA and LaDonna Smith of Perfect Day Club explain joint venture investing structures between capital partners for fix and flip real estate and how your retirement account can form partnerships that have the potential to yield higher returns on investments. Learn more about fix and flip real estate at #realestateinvesting #fixandflip #investing #realestate... ( 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 Joint venture investing is a popular way to fund real estate projects, particularly fix and flip propertie...

This video explains the difference between Traditional, Roth IRA, Sep IRA and Simple IRA and whether you can use that account to invest in physical gold. www.goldandsilverpricetoday.com There are several types of individual retirement accounts (IRAs), including Traditional, Roth, SEP, and SIMPLE IRAs. Here are some key differences between them: Traditional IRA: Contributions to a Traditional IRA may be tax-deductible, and taxes on contributions and earnings are deferred until withdrawal. Withdrawals can begin penalty-free at age 59 1/2, but required minimum distributions (RMDs) begin at age 72. Roth IRA: Contributions to a Roth IRA are not tax-deductible, but qualified withdrawals (contributions and earnings) are tax-free. There are no RMDs during the account owner's lifetime. SEP IRA: A Simplified Employee Pension (SEP) IRA is designed for self-employed individuals or small business owners. Contributions are made by the employer and are tax-deductible. Taxes on contr...

As tiny home living has become popular, so has investing in tiny homes—which has the potential to offer big wins. In this video, Rashad Jones-Jennings of South Park Cottages in College Park, Georgia, discusses how tiny homes offer great investment opportunities. He gives insight on strategic locations, efficient design to make the most of available space, engineering, building, and construction. Plus, Advanta IRA’s Reneika Lightbourne describes how investing in tiny homes with a self-directed IRA can help you build retirement wealth. Learn more about real estate investments at #realestate #realestateinvesting #investment... ( 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 The tiny home movement has been gaining significant momentum in recent years, primarily due to the rising cost of living and a desire for a more sustainable lifestyle. Tiny ...

The Roth conversion deadline is 12/31. Learn how you can save money on your taxes by executing this strategy prior to the deadline. Learn more about self-directed Roth IRA's here: ... ( 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 If you're looking to maximize your retirement savings, you may want to consider converting your traditional IRA to a Roth IRA. By doing so, you can potentially lower your tax bill in retirement and take advantage of tax-free growth. But before you make the move, it's crucial to understand Roth IRA conversion strategies that can help you make the most out of your retirement savings. Here are some of the key strategies to keep in mind: 1. Spreading out the conversion. Rather than converting your entire traditional IRA balance to a Roth in one go, consider spreading it out over multiple years. This...

If you want an extra degree of control over your retirement funds, a checkbook control IRA may be the right may be the right account structure and strategy for you. Not only can you write checks to invest at any time of day, you can also pay bills and other costs related to the investment directly from your retirement funds with a checkbook control IRA. This account structure is the top choice for many investors who want the ability and ease to invest on the spot with no hassle or wait. During this webinar Alex Perny of Advanta IRA explains: - How to establish a checkbook control IRA - What types of entities are used to form checkbook IRAs - What freedoms come with this account structure- - The methods for deploying this strategy in an IRA For more information about checkbook control IRAs go to ... ( read more ) LEARN MORE ABOUT: Qualified Retirement Plans REVEALED: How To Invest During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN...

Learn about using your IRA as an avenue for private lending in this informative webinar with Alex Perny of Advanta IRA. Learn about private lending with your self-directed IRA here: ... ( 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 Advanta IRA University: Private Lending in Your Self-Directed IRA Are you looking for a way to increase the return on your retirement savings? Advanta IRA University can help. Advanta IRA University provides education and training on private lending in your self-directed IRA. With this type of investing, you can earn higher returns than traditional investments such as stocks and bonds. Advanta IRA University offers a variety of courses to help you get started. These include courses on understanding the basics of private lending, choosing the right investments, and managing your investments. The courses also prov...

Learn the keys to successful asset-based lending during this informative webinar hosted by Advanta Ira's Reneika Lightbourne an her guest, and private lending expert Gary Berson. Learn more about private lending in a self-directed IRA here: www.advantaira.com/self-directed-ira/alternative-investments/private-lending/... ( 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/grow-your-self-directed-ira-with-asset-based-lending/?feed_id=52081&_unique_id=63a2fb41b593a #Inflation #Retirement #GoldIRA #Wealth #Investing #alternativeira #selfdirectedira #selfdirectediracompany #selfdirectedirallc #selfdirectedirarealestate #selfdirectedIRAservices #selfdirectedretirementplans #SelfDirectedIRA #alternativeira #selfdirectedira #selfdirectediracompany #selfdirectedirallc #selfdirectedirarealestate #selfdirected...