Timothy Sumer

85% of Fortune 500 CEOs use life insurance as their primary vehicle for their retirement planning 🤔 Here are 5️⃣ easy-to-understand reasons that you should consider doing this same: ✅ No Penalties for taking money out prior to 59–1/2 (complete accessibility) Unlike traditional retirement accounts (401k’s, IRA’s, pensions, etc) there are no 10% penalties for taking money out of #lifeinsurance contracts prior to the recognized retirement age of 59–1/2, like most other retirement plans. ✅ No 1099s (tax-deferred growth) Money inside of these contracts is allowed to accumulate tax-deferred, just like most retirement plans. This allows you to accumulate wealth without having to pay unnecessary taxes year after year. ✅ Distributions are not considered reportable income (no income = no taxes!) Taking money out of these contracts in the right way allows you to fly completely under the IRS’ radar, meaning none of the money you pull out wil...

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...

This is a review and walkthrough of Fidelity Investments online trading platform. What I like most about the platform and what I think could be improved. Is this the best full service brokerage account for you?... ( 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 Write an article about Fidelity Investments Review and Walkthrough in English https://inflationprotection.org/rewrite-this-title-fidelity-investments-review-and-walkthrough/?feed_id=104350&_unique_id=647cbd622db8e #Inflation #Retirement #GoldIRA #Wealth #Investing #fidelityinvestments #Fidelityversus #Fidelitywalkthrough #FinancialIndependence #stockmarket #wealthbuilding #FidelityIRA #fidelityinvestments #Fidelityversus #Fidelitywalkthrough #FinancialIndependence #stockmarket #wealthbuilding

Tax Professionals check out my new Certified Tax Advisor Program here : A Health Savings Account (HSA) and a Health Reimbursement Account (HRA) are both powerful tools for health and retirement planning . An HSA allows individuals to save pre-tax dollars for medical expenses, which can be used tax-free in retirement. Meanwhile, a Roth IRA allows for tax-free growth and withdrawals in retirement, making it an ideal vehicle for long-term savings. Together, these accounts can help individuals achieve their retirement goals and ensure financial security in their golden years. Sign up for the news letter today to get my BRAND NEW eBook The Ultimate Tax Strategy Guide visit: To get your Comprehensive Business & Tax Consult: Everything you need is right here for you! #Taxes #avoidtaxes #paylesstaxes #wealth #tax #realestateinvestment #Markjkohler #KKOSLawyers EVERYONE should know these strategies! A huge part of building wealth, is knowing the best strategies to prote...

Thank you for watching. People who have pensions are happier and live longer.✨ #shorts #pension #annuity #socialsecurity 🔎 Resources Book a call ► 🏦 BECOME A CLIENT by visiting: ✅ Click here to subscribe: #DanielRondberg #Retirement #TaxesInRetirement #LifeInsurance #Annuity #Financial #GuaranteedLifetimeIncome ============================================ ============================================ 🛑 DISCLAIMER The information contained in this video and the related presentation is provided by Daniel Rondberg and is offered for educational and informational purposes only. Nothing in this video should be interpreted or construed as legal, regulatory, insurance, tax, or financial planning advice or as an offer to perform services related to any of these fields in any respect. The content of this video contains general information and may not reflect current legal, tax, insurance or regulatory developments or information and i...

What is a Traditional IRA? Why consider a Mountain West IRA self-directed IRA? We go over everything you need to know! O -You are eligible to deduct your contribution now and you anticipate your tax rate at retirement to be lower than your current tax rate. -You need a tax deduction, lowering your current tax bill. (Some investors contribute to an IRA account even without the tax deduction.) -You are looking for a larger choice of investment options for your funds. Traditional IRA eligibility: if you have earned income and want to save for retirement on a tax-deferred basis, you may contribute to a self-directed Traditional IRA. Funding your Mountain West IRA self-directed IRA with an IRA or 401(k) Rollover, Transfer, or Contribution: The most common technique to funding a self-directed IRA Traditional IRA is by making a contribution to your account. You may also rollover or transfer funds from an existing employer plan, such as a 401(k), TSA, 403(b), 475(b) defin...

Get over to our Crypto Summit: Affiliate Link: 10% Discount Coupon Code: CRYPTOTAX10 CryptoTrader.tax Rebranding to CoinLedger Most Popular Software Allows you to import your transaction data easily, from different crypto platforms Download complete tax forms, which can then be sent to your tax software or your CPA. Complete audit support. Tax-loss harvesting tools. Promo Video - Supported Platforms - Featured in: Coin desk, Forbes, Bloomberg, VentureBeat, Accountingtoday, Turbotax Make sure to tune in today for Mark J Kohler! Going LIVE at 415 going over all of your tax and legal questions as well as an incredibly awesome topic, "Avoiding Capital Gains- Crypto Tax Strategies | Mark J Kohler " Check it out on FB or Youtube. Just Search Mark J Kohler! Subscribe to our YouTube Channel for more tax and legal tips posted daily for business owners like you! @markjkohler #markjkohlerLIVE #markjkohler #Entrepreneur #realestate #DayTrading #S...

In this video, we talk to real estate professionals about the benefits of infinite banking and how it can help them maximize their earnings and build wealth. Infinite banking is a financial strategy that involves using a whole life insurance policy as a savings and investment vehicle, allowing you to access your cash value for various financial needs while also earning dividends. We discuss how this strategy can be used to invest in real estate, generate passive income, and create financial security for you and your family. Whether you're a new or experienced realtor, this video is packed with valuable information that can help you take control of your finances and achieve your financial goals. Watch now to learn more about the power of infinite banking.... ( 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.or...

Everything you need is right here for you! Get started Self-Directing visit: #realestate #investing #retirement #taxfree #taxes #Markjkohler #KKOSLawyers I have the perfect book for you. Learn how to start your own business and if you already have one HELP it grow! With my 8 Steps to Start and Grow your Business, you will be on your way to financial freedom and taking control of your money. Go check it out at Your financial wealth starts today! 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 SIGN UP for my weekly newsletter to download my FREE E-book "The 10 Best Tax-Saving Secrets Everyone Should Know" and schedule an Interview with an Attorney or CPA from my team! Visit www.markjkohler.com/youtube If you need help structuring your business or setting up your S-corp to save the most on taxes and ensure maximum asset protection, click here to schedule ...

Titan Bank LINK: Become a Tax Pro! CLICK HERE! #Taxfree #taxes #Markjkohler #KKOSLawyers #legal #Smallbusiness Everything you need is right here for you! The Crypto IRA Page at Directed IRA: #Taxfree #taxes #Markjkohler #KKOSLawyers #legal 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 SIGN UP for my weekly newsletter to download my FREE E-book "The 10 Best Tax-Saving Secrets Everyone Should Know" and schedule an Interview with an Attorney or CPA from my team! Visit www.markjkohler.com/youtube If you need help structuring your business or setting up your S-corp to save the most on taxes and ensure maximum asset protection, click here to schedule an interview: www.kkoslawyers.com/contact-us Visit markjkohler.com for all of Mark's game-changing educational materials, take charge of your ship, and start SAVING thousands in taxes! If you liked the ...

Wanna become a Tax Pro? CLICK HERE! : Everything you need is right here for you! The Crypto IRA Page at Directed IRA: #Taxfree #taxes #Markjkohler #KKOSLawyers #legal 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 SIGN UP for my weekly newsletter to download my FREE E-book "The 10 Best Tax-Saving Secrets Everyone Should Know" and schedule an Interview with an Attorney or CPA from my team! Visit www.markjkohler.com/youtube If you need help structuring your business or setting up your S-corp to save the most on taxes and ensure maximum asset protection, click here to schedule an interview: www.kkoslawyers.com/contact-us Visit markjkohler.com for all of Mark's game-changing educational materials, take charge of your ship, and start SAVING thousands in taxes! If you liked the video, please give it a "Thumbs up!" and please subscribe to see ...

$100 Off Our Self-Directed Solo 401(k) Special #Taxfree #taxes #tax #Markjkohler #KKOSLawyers #legal #401k Join Us @ Linktree 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 SIGN UP for my weekly newsletter to download my FREE E-book "The 10 Best Tax-Saving Secrets Everyone Should Know" and schedule an Interview with an Attorney or CPA from my team! Visit www.markjkohler.com/youtube If you need help structuring your business or setting up your S-corp to save the most on taxes and ensure maximum asset protection, click here to schedule an interview: www.kkoslawyers.com/contact-us Visit markjkohler.com for all of Mark's game-changing educational materials, take charge of your ship, and start SAVING thousands in taxes! If you liked the video, please give it a "Thumbs up!" and please subscribe to see more! Set up a self-directed retirement a...

Everything you need is right here for you! Get your tickets to one of this Fall's workshops: #LLC #S-corp #smallbusiness #entrepreneur #taxes #Markjkohler #KKOSLawyers #CRT Questions: 0:00 Introduction 3:00 Understanding Bankruptcy 5:25 Solo 401k Rules 8:54 Which Entity is Best for Doing International Business? 11:54 Roth Solo 401k Contribution Questions 14:39 Payroll Sweet Spot in Your S-Corp 18:10 Writing Off Start-Up Costs 24:49 Back Dating your S-Corp Conversion 25:50 Moving Deduction / Home Office Deduction strategy 28:52 The Difference Between Holding & Managing Companies 37:55 Limited Partnerships or LPs 41:00 Can you max out a Roth and Traditional IRA in the same year? 44:59 Strategies to Shut Down a Business I have the perfect book for you. Learn how to start your own business and if you already have one HELP it grow! With my 8 Steps to Start and Grow your Business, you will be on your way to financial freedom and taking control of your money. Go che...

Everything you need is right here for you! Get your tickets to the Real Estate Tax Summit here: #retirementplanning #ira #rothira #401k #retirement #taxes #Markjkohler #KKOSLawyers #CRT I have the perfect book for you. Learn how to start your own business and if you already have one HELP it grow! With my 8 Steps to Start and Grow your Business, you will be on your way to financial freedom and taking control of your money. Go check it out at Your financial wealth starts today! 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 SIGN UP for my weekly newsletter to download my FREE E-book "The 10 Best Tax-Saving Secrets Everyone Should Know" and schedule an Interview with an Attorney or CPA from my team! Visit www.markjkohler.com/youtube If you need help structuring your business or setting up your S-corp to save the most on taxes and ensure maximum asset pro...