Timothy Sumer

- If you've received a company buyout or lump-sum payment from your employer's retirement plan, you may be wondering what to do with the funds. One smart option is to roll over the distribution into an individual retirement account (IRA) to defer taxes and potentially grow your savings over time. In this video, we'll guide you through the process of rolling over a company buyout into an IRA, including important rules and considerations you need to know. You'll learn about the benefits of tax deferral, how to avoid potential penalties and taxes, and strategies for maximizing your retirement savings. Whether you're nearing retirement or just starting to build your nest egg, rolling over a company buyout into an IRA can be a powerful financial move. Watch this video to learn how to get started and secure your financial future.... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: Gold IRA Account TRANSFER IRA TO SILVER: S

A Traditional IRA sounds so simple, yet can be so confusing. In this video, I explain what a Traditional IRA is, how it works, and the rules that are set in place. For 2020, a lot has changed when it comes to accessing retirement accounts. This video is based on the general rules and not the temporary changes. Ready to start investing or looking for financial advice: **Disclaimer** This video and channel and the information contained herein is not intended to be a source of advice or analysis with respect to the material presented, and the information and/or documents contained in this video and channel do not constitute investment advice... ( 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 A traditional IRA (Individual retirement account ) is a retirement savings plan that allows individuals to save money for retirement on a tax-deferre

A 1031 Exchange is named for the Internal Revenue Code Section it's named after and it's used by real estate investors to defer taxes. Although an IRA is already a tax-advantaged account, a 1031 Exchange can be used if you sell a property that was purchased with a non-recourse loan. Learn more about the 1031 Exchange: -- 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

Explore even more tax advantages to buying real estate with a self-directed IRA: - There are a number of advantages when it comes to buying real estate with a self-directed IRA. 1. Tax deferral - A pre-tax IRA allows you to generate income tax-free; this is more important than deductions, as the premise of tax planning is to eliminate or defer tax. 2. Capital gains sale - You don't pay any tax on income or gains, no matter how long you hold the property. 3. Invest in what you know - with a self-directed IRA, you can make almost any type of investment, for example, investments you feel confident in making - not just traditional assets. - Subscribe to our channel: - Adam Bergman founded IRA Financial Group and IRA Financial Trust. Prior, he was a tax attorney at some of the largest law firms in the country, including White & Case LLP. He’s written 7 books on the taxation of Self-Directed IRA and 401(k) plans and is a frequent contributor to Forbes.com as well as