Timothy Sumer

🔥 Get ready for the ultimate face-off! In this video, we break down the epic battle between 401k and IRA retirement accounts. Discover which one packs the most punch for your financial future and learn expert cash flow strategies you can use for your retirement savings. 💰 📚 Dive deep into the world of retirement planning with our experts! Don't forget to hit that subscribe button and join our newsletter for exclusive insights and updates. Plus, get ready to tune in to Season 3 of The Nicholas Brown Podcast special series, where we unpack all things retirement planning , including cash flow models and expert suggestions you can implement in your 401k savings and retirement planning ! 🎙️💼 🔥 Subscribe now: 📢 Join our newsletter: 🎙️ Listen to The Nicholas Brown Podcast: ----------------------------------------------------------------- Would you like to "book a strategy session"? Set up a consultation here via Acuity Scheduling: Stay ahead in the ret

#shorts #smallbusinessowner #2023 One of my 10 Year End Financial Planning Tips. What in my opinion might be the best retirement account for small business owners, the Solo 401(k). But to fund an employee deferral, one must be opened by Dec. 31. Check out my handy calculator to find out which retirement plan is best for your small business. Here is why the Solo 401(k) may be better than the SEP IRA. ⬇️ DISCLAIMER : Celestial Wealth Management, LLC is registered as an investment adviser in the State of Maryland and Texas. Neither the information nor any opinion constitutes an offer or an invitation to make an offer, to buy or sell any securities or other financial instruments. This video is not intended to provide personal investment advice and it does not take into account the specific investment objectives, financial situation and the particular needs of any specific person. Investors should seek financial advice regarding the appropriateness of investing in fin

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