Timothy Sumer

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

///////////////////////////////////////////////// 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

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

Simple IRA's are an excellent option for many small business owners to offer retirement benefits to their employees without as much overhead as the 401(k). Learn more by watching this video! Call us at 832-953-4998 to learn more. Visit us online at iiefinancial.com Music: ... ( 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 As a small business owner or self-employed individual, you may be interested in setting up a retirement plan for yourself and your employees. One type of plan that may be appropriate for your situation is a Simple IRA (Savings Incentive Match Plan for Employees). A Simple IRA is a type of tax-deferred retirement plan that allows employees to contribute a portion of their pre-tax income to the plan, and employers to match a percentage of their employees' contributions. The plan is easy to set up and administer,

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

Is the SEP IRA the best retirement plan for small business owners? Let's take a look at the rules and regulations of the SEP IRA to help you figure out if this is the right retirement plan for you. 0:00 Intro 0:35 Setup Process 0:57 IRS form 5305-SEP 1:04 SEP IRA Employee Eligibility Requirements 2:34 IRS form 5498 2:54 Contribution Limits 3:38 Catch-Up Contributions 4:08 Investment Options 4:48 Traditional IRA and Roth IRA income limits 7:02 SEP IRA contribution formula 9:15 Contribution rates Publication 560 10:41 Roth IRA + SEP IRA 13:58 Is the SEP IRA the retirement plan for you? ///////////////////////////////////////////////// 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. S

Julius Smetona, F.S.A., E.A. discusses the remarkably favorable regulatory environment affecting tax-qualified retirement plans and how small business owners can benefit. To keep more of what you earn, go to www.desalesassociates.com or call (216) 595-3940.... ( 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 SILVER: Silver IRA Investing Tax-Reduction and Retirement Income Update As the cost of living continues to rise, many retirees are looking for ways to reduce their taxes and maximize their retirement income. The good news is that there are a number of strategies that can help you do just that. First, it’s important to understand the different types of taxes that you may be subject to in retirement. These include income taxes, capital gains taxes, and estate taxes. Depending on your situation, you may be able to reduce or even eliminate so

Business owners are in a unique position when it comes to retirement planning . Not only does your business probably make up a chunk of your net worth, you have unique planning opportunities with regard to retirement income and risk management through insurance. Here are three retirement planning tips small business owners should consider.... ( 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 SILVER: Silver IRA Investing https://inflationprotection.org/business-owners-corner-retirement-planning-advice-for-small-business-owners/?feed_id=63673&_unique_id=63cf93a50c48a #Inflation #Retirement #GoldIRA #Wealth #Investing #retirementplanning #retirementplanningadviceforsmallbusinessowners #retirementplanningforbusinessowners #retirementplanningforsmallbusinessowners #smallbusiness #smallbusinessowners #QualifiedRetirementPlan #retirement

IRA Financial's Adam Bergman Esq. discusses the Solo 401(k) contribution rules and whether or not you can still make contributions for the 2022 taxable year. -- Learn more about the Solo 401(k) contribution rules: -- 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 Fina

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

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

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about the Checkbook IRA and the possibility of an IRS audit, rolling IRA funds to an IRA LLC, and if the SIMPLE IRA is a good option for small businesses. -- *Question 1 from Barry S in Worcester, MA: Does having a checkbook IRA LLC trigger an IRS audit? *Question 2 from Jeff Z in NM: If I roll money from another IRA to my checkbook control structure – can I roll it directly to the LLC? *Question 3 from Jodi P in Colorado Springs, CO: You don’t talk about the SIMPLE IRA much – what do you think of it as a retirement plan option for a small business? Have a question for Adam? Send it to us! abergman@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 his years of practice, he noticed that many