Timothy Sumer

Self-employed 401k - How can I transfer my Thrift Savings Plan (TSP) to my Solo 401k? Book a call: Our owners host daily webinars on our community where you can ask questions! Please join My Community to participate & ask questions: Please join My Community to ask questions: Free to Join! All are Welcome! LEARN MORE: The solo 401k plan , commonly referred to as self-directed Solo 41k is the retirement plan of choice for self-employed individuals or owner-only businesses including for the features highlighted below: -The highest contribution limits for any defined contribution plan including up to $57,000 (or even $63,500 if you are 50 or older) for 2020 (for 2021: $58k or $64.5 if you are 50 or older). -The ability to make pre-tax, Roth, and even Mega Backdoor Roth contributions. -401k participant loans of up to $50,000 -Invest with checkbook control in real estate, cryptocurrencies, notes, private placements, and other types of alternative investments.

年底了，Roth conversion 的要注意了！！别踩坑喔！ IRA Conversion 有 Pro Rata 规则，那么公司的退休金呢？ 什么情况下没有Pro-Rata呢？ ****** 欢迎大家继续订阅《潘老师小课堂》，退休生活有保障！ 想了解更详细的内容，或者有任何有关退休，年金，人寿保险，医疗保险，税务规划等等方面的，可以跟我们联系： email：panfinancialinc@gmail.com 微信：pan-financial-inc 往期其他节目： 第 9 期: 退休或离职后公司退休金，401(k)/403 B 怎么投资怎么管理比较好？ 第3期: Roth IRA Backdoor & Conversion; 什么情况下IRA可以抵税；Conversion注意的税务问题; 第2期: 退休省税 Roth IRA: 为什么要Roth IRA? 能放多少? 什么时候领钱没有罚款? 第1期: 退休省税 Traditional IRA: IRA 什么情况下出现的? 可以省现在的税吗? 什么时候取钱没有罚款? 有RMD吗? ... ( 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 https://inflationprotection.org/%e6%8a%95%e8%b5%84%e7%90%86%e8%b4%a2%e7%ac%ac50%e6%9c%9f%ef%bc%9aira%e5%88%b0roth-%e6%88%96%e5%90%8e%e9%97%a8roth%e7%9a%84pro-rata-rule%ef%bc%8c%e5%85%ac%e5%8f%b8%e9%80%80%e4%bc%91%e9%87%91%e7%a8%8e/?feed_id=57786&_unique_id=63b8ec8f2eb42 #Inflation #Retirement #GoldIRA #

Self-directed Solo 401k Question Answered - Can I rollover my Roth Solo 401k to a Roth IRA? Please book a call: Please join My Community to ask questions: Free to Join! All are Welcome! Learn More: The 401k business financing plan (ROBS 401k) is perfect for entrepreneurs seeking readily available funding capital, especially those looking for interest-free or no-hassle business funding sources. -Fund your business start-up with retirement funds: Also known as ROBS 401k, the small business financing 401k plan allows you to fund a business with your retirement funds without taking a taxable distribution. -Not a taxable distribution: Because you directly rollover your IRA or former employer 401k, 403b, Keogh, SEP, SIMPLE, or other eligible account, to your new ROBS 401k plan, which then funds your business, you incur no taxes or early distribution penalties. -Not a loan: Unlike traditional 401k plans that allow for a 401k participant loan, that is, borrow u