Timothy Sumer

///////////////////////////////////////////////// Get answers FASTER... Join this channel to get access to perks: Chat on discord: Join Link Support on Patreon: Get IRS FORM W4 TAX WITHHOLDING HELP HERE STARTING AT $39. bit.ly/3FJ6w8U ----------------------------------------------------- Are you ready for professional investment advice? We can help you with financial planning and asset management. Let us guide your investments to your financial freedom. START HERE Our financial planning process is an ongoing relationship because as you grow, your financial plan grows with you. At Sickle Hunter Financial Advisors, we believe that saving and making sound financial decisions will help improve your life’s changing needs and objectives. Retirement, college planning, wealth building, social security, and career benefit packets are only a few of the financial decisions that you may face in your lifetime and we’re here to help guide you. TRAVIS T SICKLE, CFP®, EA®, AAMS®, C...

Learn more about the Solo 401(k) - -- The Solo 401(k) plan is the best retirement plan option for the self-employed. Are you eligible to open one up? There are two important requirements - the presence of self-employed activity and the absence of full-time employees. -- 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: ... ( read more ) LEARN MORE ABOUT: Qualified Retirement Plans REVEALED: How To Invest During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing H...

The Mega Backdoor Roth 401(k) is very much available in 2023. In fact, you can still perform a Backdoor Roth for the 2022 taxable year. -- Learn more about the Mega Backdoor Roth 401(k): -- 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, its management, sa...

If you are self-employed or small business owner and utilize the SEP IRA, it will have zero impact as to the ability to perform a Backdoor Roth IRA if you are over the contribution limits to directly contribute to a Roth. -- Learn more about the Backdoor 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-c...

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about filing a 990-T for a Self-Directed IRA, rolling over IRA and SEP funds to a Solo 401(k), and setting up a Solo 401(k) when you have multiple businesses. -- 0:00 *Intro 1:11 *Question 1: I have to file a 990-T for my Self-Directed IRA – do I need to get an EIN for my IRA? 3:53 *Question 2: I have a SEP IRA and a traditional IRA; can I roll those accounts into a new Solo 401(k) I want to set up with IRA Financial? 5:39 *Question 3: I own two businesses with my spouse – one has employees and the other one does not – can we set up a Solo 401(k) plan for the business with no employees? 11:59 *Outro -- Have a question for Adam? Send it to us! info@irafinancial.com -- 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...

Adam Bergman discusses what it means to be self-employed, the different retirement plan options you have, and which is the best one to set up. -- Learn more about self-employed retirement plans: -- 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...

IRA Financial's Adam Bergman Esq. discusses the deadline for setting up a Solo 401(k) for 2021, plus the benefits of starting one if you are self-employed. 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: #Solo401k #SelfEmployed #401k #Individiual401k #Retirement #Taxes #2021Solo401kDeadline... ( 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 ...

IRA Financial's Adam Bergman Esq. discusses two popular retirement options for small businesses with full-time employees, the SEP and SIMPLE IRAs, and the benefits of each plan. -- 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 ma...

IRA Financial's Adam Bergman Esq. discusses what you need to know if you have a SEP IRA and you still wish to make contributions for 2022. Learn more about the SEP 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 does not provide legal services. No attorney-client relationship exists between Client and IRA Financial Group, its management, salespersons or...

SEP IRA for retirement in 2022 ///////////////////////////////////////////////// Get answers FASTER... Join this channel to get access to perks: Chat on discord: Join Link Support on Patreon: ----------------------------------------------------- Are you ready for professional investment advice? We can help you with financial planning and asset management. Let us guide your investments to your financial freedom. START HERE Our financial planning process is an ongoing relationship because as you grow, your financial plan grows with you. At Sickle Hunter Financial Advisors, we believe that saving and making sound financial decisions will help improve your life’s changing needs and objectives. Retirement, college planning, wealth building, social security, and career benefit packets are only a few of the financial decisions that you may face in your lifetime and we’re here to help guide you. TRAVIS T SICKLE, CFP®, EA®, AAMS®, CRPC®, RICP® CERTIFIED FINANCIAL PLANNER...

How to calculate SELF EMPLOYMENT TAX deduction for retirement plans. This calculation is for SEP IRA and SOLO 401k profit-sharing contributions. ///////////////////////////////////////////////// Get answers FASTER... Join this channel to get access to perks: Chat on discord: Join Link Support on Patreon: ----------------------------------------------------- Are you ready for professional investment advice? We can help you with financial planning and asset management. Let us guide your investments to your financial freedom. START HERE Our financial planning process is an ongoing relationship because as you grow, your financial plan grows with you. At Sickle Hunter Financial Advisors, we believe that saving and making sound financial decisions will help improve your life’s changing needs and objectives. Retirement, college planning, wealth building, social security, and career benefit packets are only a few of the financial decisions that you may face in your lifetime...

///////////////////////////////////////////////// Get answers FASTER... Join this channel to get access to perks: Chat on discord: Join Link Support on Patreon: ----------------------------------------------------- Are you ready for professional investment advice? We can help you with financial planning and asset management. Let us guide your investments to your financial freedom. START HERE Our financial planning process is an ongoing relationship because as you grow, your financial plan grows with you. At Sickle Hunter Financial Advisors, we believe that saving and making sound financial decisions will help improve your life’s changing needs and objectives. Retirement, college planning, wealth building, social security, and career benefit packets are only a few of the financial decisions that you may face in your lifetime and we’re here to help guide you. TRAVIS T SICKLE, CFP®, EA®, AAMS®, CRPC®, RICP® CERTIFIED FINANCIAL PLANNER™ Company Website: twitter: ...

IRA Financial's Adam Bergman Esq. discusses the Simplified Employee Pension (SEP) IRA, and why it may not be the best retirement plan for your business. -- 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 management, salespersons or...

A lot of people ask, what is the best plan to save for retirement? From my experience, working with lots of millionaire retirees, most of them did it through systematic saving over the course of their career, into a qualified retirement plan. Things like a 401k, a 403B a SEP IRA, a simple IRA. What is the right plan for you? Learn more on my website: Get in touch: Retirement blog: #RetirementPlan #retirementplanning #jeremykisner ... ( 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/what-is-the-best-retirement-plan-for-me-with-closed-captions/?feed_id=56995&_unique_id=63b5e19f7142f #Inflation #Retirement #GoldIRA #Wealth #Investing #401k #402B #financial #financialplan #ira #jeremyKisner #millionaire #money #plan #retire #retireamillionaire #retiree #Retirement #retirementplan #RothIRA #sel...

IRA Financial's Adam Bergman Esq. discusses whether you should make traditional (pretax) or Roth (after-tax) employee deferral contributions to your 401(k) plan. -- Learn more about the Solo 401(k): -- 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 F...

Learn more about the Solo 401(k) retirement plan: -- If you are self-employed or a small business owner with no full-time employees, you can establish a Solo 401(k) retirement plan. Gain full control of your retirement plan and discover the many features of the Solo 401(k) plan that make it so attractive for businesses with no employees, other than the owner, freelancers and anyone who generates self-employment income. -- About IRA Financial - IRA Financial Group is the market's leading Self Directed IRA LLC and Solo 401(k) Facilitator. We have helped thousands of clients take back control over their retirement funds while gaining the ability to invest in almost any type of investment, including domestic or foreign real estate, tax liens, precious metals, peer-to-peer lending, new businesses, stocks, mutual funds, foreign currencies, options and much more. We have close working relationships with all the leading custodians making the set-up process seamless.... ( read ...

IRA Financial's Adam Bergman Esq. discusses the difference between the Solo 401(k) and the SEP IRA, two retirement plan options for the self-employed or small business owner. -- 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: ... ( 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/adbits-solo-401k-vs-sep-ira/?feed...