Timothy Sumer

Tax-advantaged accounts allow an individual's investing activities to be tax-deferred and, in some cases, tax-free. Traditional individual retirement accounts (IRAs) and 401(k) plans are examples of tax-deferred accounts in which earnings on investments are not taxed every year. #tax #personal #finance #retirement #money #credit... ( 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 Write an article about Personal Finance Matters - Tax Advantaged Retirement in English https://inflationprotection.org/the-importance-of-personal-finance-maximizing-retirement-savings-through-tax-advantages/?feed_id=145650&_unique_id=652a3f942a6d6 #Inflation #Retirement #GoldIRA #Wealth #Investing #Finance #money #personal #Retirement #tax #taxadvantaged #TraditionalIRA #Finance #money #personal #Retirement #tax #taxadvantaged

Gold is better than silver, if we're talking Olympic medals. For your retirement planning , however, you may want to think twice - or just read this guide: ... ( read more ) LEARN MORE ABOUT: Precious Metals IRAs HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing REVEALED: Best Investment During Inflation Silver IRA Investment & Post-Retirement Withdrawals With Tax Exemptions Explained As individuals plan for their retirement, they often seek ways to maximize their savings and minimize their tax liabilities. One investment strategy that has gained popularity in recent years is the Silver IRA, a retirement account that allows individuals to invest in precious metals, specifically silver. Not only does this type of investment provide diversification and safeguard against market volatility, but it also offers potential tax advantages. A Silver IRA functions similarly to a traditional IRA, except that i...

In this week's Hidden Wealth Reviews, I teach what you can do to remove yourself from the waste of Washington and the Wall Street whipsaw. This week, the Federal Reserve hinted they wouldn't raise interest rates. The market rallied in anticipation of this announcement. When the actual announcement was made, the market dropped, giving back three times the gains it had just made, all due to the wording used in Fed Chairman Powell's statement. If you're within five years or less of retirement or if you're just tying to get better through retirement, I want to teach you how to avoid the whims of Wall Street and the Washington tax waste. To learn how, register now for this coming Tuesday's Tax Protecting Your Retirement webinar. I read a recent article in Forbes that revealed how many people with significant IRA assets are leaving a lot of money on the table by letting the IRS and Congress determine their IRA strategies. The article discussed the importa...

IRA Non-spouse beneficiary stretch - post Secure Act... ( 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 Charitable Trust for Non-Spouse Beneficiaries: A Powerful Tool for Giving Individual Retirement Accounts (IRAs) are a popular and widely-used retirement savings vehicle for millions of Americans. However, many people may not be aware of an important feature of IRAs known as the IRA Charitable Trust. This trust allows non-spouse beneficiaries to receive distributions from the IRA while also providing a unique opportunity to support charitable causes. An IRA Charitable Trust, also known as a Charitable Remainder Trust (CRT), is a trust arrangement that allows IRA owners to name a non-spouse beneficiary, such as a child, grandchild, or other loved one, to receive distributions from the IRA upon their passing. This beneficiary, re...

Pro tip about #SelfDirectedIRA just do what the wealthy do #PlayTheIRSGame 🤑😉... ( 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 Pro Tip: Understanding the Benefits of a Self-Directed IRA Saving for retirement is a top priority for many individuals, and finding the most effective way to do so is crucial. While traditional IRAs and 401(k)s are undoubtedly popular choices, a lesser-known option that is gaining traction is the Self-Directed IRA (SDIRA). This innovative retirement savings vehicle allows individuals to have greater control over their investments and potentially maximize their returns. In this article, we will explore the benefits of a Self-Directed IRA and offer a pro tip on how to make the most of this retirement savings strategy. One of the main advantages of a Self-Directed IRA is the flexibility i...

Attorney Jeff Watson explains the importance of conducting due diligence on real estate investments using your self directed IRA.... ( 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 Don't Make This Investment Mistake with Your Self-Directed IRA: Real Estate Investing Real estate investing has long been hailed as a lucrative and reliable avenue for building wealth. With the advent of self-directed Individual Retirement Accounts (IRAs), investors now have the opportunity to include real estate investments within their retirement portfolios. However, there’s one major mistake that individuals should avoid when venturing into the realm of real estate with their self-directed IRAs. Before delving into this potential pitfall, let's first briefly explore the concept of self-directed IRAs. Unlike traditional IRAs that limit investment choices t...

#shorts... ( 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 Taxes On A Backdoor Roth IRA Explained A Roth IRA is a popular retirement savings account that offers tax-free growth and tax-free withdrawals in retirement. However, there are income limitations for contributing directly to a Roth IRA. This means that if you earn too much, you may not be eligible to contribute to a Roth IRA directly. But don't fret, there is a way to still take advantage of a Roth IRA through a backdoor Roth IRA strategy. A backdoor Roth IRA is a method that allows high-income earners to bypass the income limitations and contribute to a Roth IRA indirectly. The strategy involves making a non-deductible contribution to a Traditional IRA and then converting it to a Roth IRA. This workaround allows individuals to enjoy the benefits of a Roth IRA despite their high inc...

Learn more about this topic at Leave us a comment if you have any questions and hit Subscribe to our Youtube channel to get informative videos on similar topics. Beagle is your financial concierge that helps you: - Find your old 401(k)s - Discover your 401(k) hidden fees - Rollover and save thousands - Unlock your 401(k)s and IRA WE'RE ON A MISSION TO Give you peace of mind with your retirement. We built Beagle to help guide you towards retirement no matter where you're at in your journey. For more information visit: --- Facebook --- Twitter Email us: support@meetbeagle.com #Beagle #finance #money #tips #strategy #retirement #advice #401k... ( 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 How are IRAs Taxed at Death? Individual Retirement Accounts (IRAs) are a widely-used investment tool designed to help individuals save f...

This video reviews some common opportunities to make a conversion from a before tax retirement account to a Roth IRA. Video mentioned: What is the Difference between a Traditional IRA and a Roth IRA? Disclosure: Trillium Square Advisors LLC is a registered investment adviser offering advisory services in the state of North Carolina and in other jurisdictions where exempted. Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Security and Exchange Commission or by any state securities authority. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments or investment strategies. Market data, articles and other content in this presentation are based on generally available information and are believed to be reliable. Trillium...

Schedule a free virtual or in-person consultation by visiting We are based in Knoxville and Chattanooga! Can I retire in 2 years with what I have? What happens if I run out of income before I run out of life? Will my spouse be okay? In this study, we'll take a look at being 60 and married with $1,200,000 in your 401(k). Can you retire in 2 years? 0:26 Introduction 1:16 Case Study 2:05 Industry vs Us (Blue Ridge Wealth) 3:58 Plan for Everything 4:26 Objectives/Concerns 5:37 Income 7:43 Investments 8:16 Future Value Calculator 11:24 Taxes 12:40 Tax Brackets 15:00 Healthcare 15:46 Family/Legacy 18:02 Summary 18:35 Mind the GAP 19:42 Growth 20:19 Access 21:28 Protection 22:45 Fund Distribution 24:46 Conclusion 26:11 Outro A successful retirement plan means having a clear and achievable plan for your taxes, income, investment, healthcare, and legacy. If you are missing a piece of your financial puzzle or just want a second opinion, contact us at 865-392-4260 or visit Lea...

Join Sarel Snyman: Head of Sales and Vaughan Henkel: Head of Equity Research from PSG Wealth and learn more about current trading activities. #tradewithpsg Date of recording: 26 January 2023 Register to trade with us now The information in these videos provided as general information. It does not constitute financial, tax, legal or investment advice and the PSG Konsult Group of Companies does not guarantee its suitability or potential value. Since individual needs and risk profiles differ, we suggest you consult your qualified financial adviser, if needed. PSG Wealth Financial Planning (Pty) Ltd is an authorised financial services provider. FSP 728.... ( read more ) LEARN MORE ABOUT: Retirement Annuities REVEALED: How To Invest During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing Trade with PSG: Q&A - Retirement annuity and Tax free Investment Plans Introduction: Planning for retirement is a ...

Contact us and get my FREE My Ultimate Tax Strategy Guide: Learn more about Cayla Craft: Get certified In EVERY strategy I teach! Learn how by booking a FREE 15-minute demo: My certification program for Tax Professionals: To Get Started With Any One of My Teams: I go LIVE almost every week...Don't forget to Subscribe and Hit that bell icon so you get a notification every time I upload a new video or go LIVE If you liked the video, please give it a "Thumbs up!" and please subscribe to see more! #entrepreneur #smallbusiness #financialfreedom #Taxes #avoidtaxes #paylesstaxes #wealth #tax #realestateinvestment #Markjkohler #KKOSLawyers #markjkohlerLIVE #Entrepreneur #rentalrealestate #taxplanning #smallbusiness #taxlaw 00:00 Intro 00:44 Topic Overview O1:49 Cayla Craft’s Start 04:25 Overcoming Independence Fear 06:40 The Next Step 07:30 Cayla Craft’s Real Estate Project’s 09:11 Real Estate 10:24 Cayla Craft’s Cash Advance Syndication 14:56 Ideas to...

Leftover Funds in Section 529 Plan? There's an opportunity to relocate the fund without penalty. It's the Section 529 Plan Rollover to a Roth IRA. There's a new law taking place in 2024 that changes the guidelines for reinvestment. You may be able to transfer, tax free, some or all of the leftover funds into a Roth IRA. Contact Wastvedt & Company to determine if this tax strategy works for you. Wastvedt & Company (858) 201-6850... ( 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 Sec 529 Rollover to Roth IRA - Wastvedt & Company CPA firm As the cost of education continues to rise, many parents find themselves searching for the most effective ways to save for their children's future education expenses. One increasingly popular option is the Section 529 College Savings Plan, which allows individuals to save for edu...

Let’s get on the road to financial freedom and plan for the BEST. Take charge and be FUTURE READY with a Retirement Annuity. Maximise your tax incentives before 28 February 2023. #Taxyearend... ( read more ) LEARN MORE ABOUT: Retirement Annuities REVEALED: How To Invest During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing Take charge and be FUTURE READY with a Retirement Annuity Retirement is a phase of life that all of us look forward to. It is a time when we can finally relax, enjoy our hobbies, spend time with our loved ones, and explore everything we had put on hold during our working years. However, it is crucial to plan for retirement adequately to ensure a financially secure and comfortable future. One effective way to do this is by investing in a retirement annuity. A retirement annuity is a financial product that offers a steady income stream during retirement. By investing in an annuity, in...

In this week's Hidden Wealth Reviews, I share a new meaning for the acronym, IRA, "Influenced Retirement Attack!" This comes from an Article in Forbes, which discusses how even new born babies could get hit with taxes from an IRA as a result of new IRS "guidance." This guidance is more like an attack; an attack influenced by the administration's need to collect more tax by having the IRS simply change the rules. In 2019, the SECURE Act changed the rules about stretching IRAs. Stretch IRAs allowed those who inherited an IRA to extend the distribution of the funds (and the payment of taxes on those funds) across their lifetime. Post SECURE Act, you only have 10 years to liquidate a non-spouse inherited IRA. Many people are concerned about this. They believe that, if they leave money, they want to leave it to someone other than the IRS. Don't be fooled by the promise that those making less than $400,000 a year will not see a tax increase. The no...

Learn more about buying gold and precious metals in an IRA: -- 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 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, salespersons or IRA Financial's in-house legal counsel. IRA Financial Group provides IRA retirement facilitation servic...

Schedule a free virtual or in-person consultation by visiting We are based in Knoxville and Chattanooga! Would a Roth Conversion improve my tax efficiency? What happens if I run out of income before I run out of life? Will my spouse be ok? In this study, we'll take a look at being 63 and retired with $2,000,000 in your 401(k). Should you convert to a Roth IRA? 0:15 Introduction 0:45 Disclaimer 1:20 Case Study 1:45 Plan for Everything 2:16 Current Situation 3:26 Roth Conversions 5:24 401(k) vs Roth IRA 9:45 Tax Brackets 11:37 Impact of RMDs 12:52 Starting Distribution Tax 14:27 How Much to Convert? 15:28 Medicare Part B 17:06 Conclusion A successful retirement plan means having a clear and achievable plan for your taxes, income, investment, healthcare, and legacy. If you are missing a piece of your financial puzzle or just want a second opinion, contact us at 865-392-4260 or visit Learn more by visiting our website: #incomeplanning #retirementplanning #retirementin...