Timothy Sumer

We talk a lot about the benefits of Roth accounts. A Roth IRA allows you to save for retirement with after-tax dollars. That means you pay taxes on your contributions now, but your withdrawals are tax-free in retirement. There are also several benefits to inheriting a Roth IRA, as @John with @SecurusFinancial explains to @erinkennedy; the distributions are tax-free, and they won't affect your taxable income. However, with a few exceptions, you'll still have to drain the inherited account within 10 years. If you are inheriting a Roth IRA, here's a quick action plan: 1. Understand your beneficiary type (this will determine your distribution options) 2. Consider your tax situation 3. Invest the money wisely 4. Get professional help As with all inheritances, it's important to know how distributions will affect your taxes and how to best invest that money. If you'd like to talk through the benefits of a Roth account, or if you recently inherited a ta

In today's rapidly changing economic landscape, it's crucial to stay one step ahead when it comes to investing. As inflation rates soar, it's imperative to adopt effective wealth protection strategies and explore the best sectors to invest in. In this informative video, we delve deep into mastering inflation and reveal the top strategies and sectors that can safeguard your wealth. We begin by examining the impact of high inflation on your investment portfolio. High inflation erodes the purchasing power of your money, making it vital to identify strategies that can counter its effects. Our experts analyze a range of wealth-protection strategies that have historically proved effective during periods of high inflation. From diversification to hedging, we provide actionable insights to shield your investments from the eroding effects of inflation. But where should you direct your investments to maximize returns during periods of high inflation? Our video outlines the

www.brackensfsn.com info@brackensfsn.com #money #investing #vickioninspirationforthenation #inspirationforthenation #vickibrackens #brackensfsn #brackensfinancialsolutionsnetwork ​The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, a registered investment advisor. Stratos Wealth Partners and Brackens Financial Solutions Network, LLC are separate entities from LPL Financial. This information is not intended to be a substitute for individualized legal or tax advice. Brackens Financial Solutions Network, LLC and LPL Financial do not provide legal and/or tax advice or services. Please consult your legal and/or

Inflation is a monetary phenomenon, and it naturally rises from time to time. Unfortunately, a high-inflation period is upon us now, but that shouldn't influence your investment strategies. Investing in stocks over bonds is a great strategy since stocks adjust to inflation much better than bonds do. Listen to the full podcast here: #wiserretirement #investmentportfolio #investmentmanagement #useconomy #inflation #stockmarket #bonds... ( read more ) LEARN ABOUT: Investing During Inflation REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing Investing in High-Inflation Times: Strategies and Considerations Inflation, a sustained increase in the general price level of goods and services, can have far-reaching effects on various aspects of an economy. One significant area that experiences the impact of inflation is investments. High-inflation times present unique challenges

Vicki Brackens on Inspiration for the Nation - Who You're Going to Call - Episode 216 Full video: www.brackensfsn.com info@brackensfsn.com #money #investing #vickioninspirationforthenation #inspirationforthenation #vickibrackens #brackensfsn #brackensfinancialsolutionsnetwork ​The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, a registered investment advisor. Stratos Wealth Partners and Brackens Financial Solutions Network, LLC are separate entities from LPL Financial. This information is not intended to be a substitute for individualized legal or tax advice. Brackens Financial Solutions Network, LLC

Mineral & Financial Investments Ltd (AIM:MAFL) chief executive Jacques Vaillancourt speaks to Thomas Warner from Proactive about the latest news from the Lagoa Salgada Project in Portugal, the recent investment in Luca Mining as well as the performance of Mineral & Financial overall. The company announced the results earlier this week of its initial NI 43-101 Feasibility Study for the Lagoa Salgada VMS Project, based upon an updated Mineral Reserves and Resources Estimate. Vaillancourt gives his take on the study, saying that although the study showed slightly lower results than anticipated, the measured reserve component still demonstrated a "robust" NPV of $147 million. The study also revealed that the all-in sustaining cost for the first five years would be approximately 59 cents per pound of zinc equivalent, with an annual cash flow of $56 million for the same period. Vaillancourt says that while inflation has affected the upfront capex for the proj

Greencoat UK Wind PLC (LSE:UKW) investment co-manager Stephen Lilly visits the Proactive London studio to speak with Thomas Warner after the renewable infrastructure fund published half year results for the period to 30 June 2023 that revealed a first-half year-on-year dividend hike of 13.5%. Lilly gives a brief overview of how Greencoat has been performing recently, highlighting the £204 million of net cash generated over the six months, backed by 2.1 terawatt hours of production, with net asset value remaining largely flat. Lilly attributed the results to various factors, including future power prices, inflation, and the value of assets acquired by the business. He emphasised that he believes concerns regarding the fund's debt position and inflation are unfounded, as the company's stability and return on investment remained strong. He also highlights the importance of understanding the combination of dividends and reinvestment in achieving a healthy return, an

Independent Financial Solutions (719) 265-5091 Choosing a retirement plan is a great step toward financial security. There are several types available, but here are the most common: 401(k)s and 403(b)s are plans offered by employers. 401(k)s are offered by for-profit companies, and 403(b)s are offered by public schools and some non-profit organizations. Contributions are deducted from your paycheck, and are often matched by employers. They’re deducted pre-tax, grow tax-deferred and are taxable on withdrawal. Traditional IRAs, or Individual Retirement Accounts, are opened by individuals through an investment firm or bank. They may be tax deductible, grow tax-deferred and you pay tax when you take the money out. A SIMPLE IRA plan is similar to a traditional IRA, but these accounts are set up by a small business owner, and usually permit larger contribution amounts. And lastly, when you open a Roth IRA, you contribute after-tax dollars, the money grows tax-free, and

Are you sitting on an old IRA or 401k that's not earning you anything? Don't wait any longer; roll that money into a self-directed IRA and start earning returns today! I had an old 401k sitting there, and after rolling it over, I'm currently investing in a performing asset projected to earn me a whopping 9.45% interest rate. Don't miss out on the opportunity to make your retirement fund work for you. Don't let your retirement funds lose value; take control of your financial future now and start earning above-average returns. 🔔 Subscribe for more tips just like this: LINKS & RESOURCES =============================== CHAT WITH US! =============================== 👥 - LinkedIn: 🗓 - ... ( 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 Roll Over Your Old IRA or 401k NOW! Planning for retirement is a crucial aspect of f

KEY POV: We still believe cash is king, and a high cash position will provide great buying opportunities closer to the summer. Thanks for watching. In this video, you’ll understand why we’ve been concerned about the economic cycle since early 2021. Now the cracks are clearly evident. After his FOX Business interview last week, Eddie received a lot of questions about his comment, “in my opinion, there is nothing anyone can do to stop what has already happened.” There are macroeconomic factors at play that have a tremendous impact on where we go from here. In our opinion, these are the macro dynamics that make KEY Advisors bearish: a. Small businesses are closing their doors at a rate we have not seen since the great recession. b. Subprime auto loan delinquencies are accelerating at a rate we have not seen since the great recession - c. Commercial real estate will continue to be challenging due to lower demand for corporate and retail space (high occupancy rates). Compa

retirement planning is the process of preparing for retirement, which is the period of life when a person stops working and relies on savings and investments to support themselves. retirement planning involves several key steps, including setting retirement goals, estimating retirement expenses, determining retirement income sources, and creating a savings plan to fund retirement. One of the first steps in retirement planning is setting retirement goals. This involves thinking about what you want to do in retirement, such as travel, pursue hobbies, or spend time with family. Setting retirement goals helps you determine how much money you will need to save for retirement. Estimating retirement expenses is another important step in retirement planning . This involves identifying your expected living expenses in retirement, such as housing, food, transportation, and healthcare. It is important to consider both fixed expenses, which are consistent from month to month, and va

Thank you for watching my video. Feel free to check out www.mygatewaymoney.com Todd Pouliot, AIF Gateway Financial, LLC Address: 9821 Olde 8 Road, Suite M, Northfield Center, OH 44067 Toll-Free: 844-592-9888 Gateway Financial is an Investment Advisor registered with the State of Ohio and in other jurisdictions where exempted. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets, or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Please contact us at 844-592-9888 if there is

Learn more about wealth management and financial planning ideas like these at ... ( 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 G.W. Sherwold Associates, Inc. is a financial advisor that specializes in estate planning, tax planning, and retirement planning . With the potential for higher taxes on inherited IRAs looming in the near future, it's becoming more important than ever to have a comprehensive estate plan in place. Under current laws, when an individual inherits an IRA, they are generally required to take minimum distributions based on their own life expectancy. However, there is some concern that this could change in the near future. The SECURE Act, which was passed in 2019, eliminated the "stretch IRA" option for most non-spouse beneficiaries, requiring them to withdraw the entire balance of the account within 10 years

Mike and David discuss how big market losses can change your outlook for retirement. #financialplanning #recession #personalfinance #retirementplanning #retirement #wilx10 #lifeplan #moneytips #financialadvice #investing #wealthmanagement #budgeting #debtmanagement #lifeplan #podcast... ( 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 Finance Report Episode 8: Analyzing the Impact of COVID-19 on the Stock Market In the latest episode of Finance Report, our experts delved deep into the impact of the ongoing COVID-19 pandemic on the stock market. The pandemic has undoubtedly been one of the most impactful economic events of recent times, causing widespread uncertainty, disruption and volatility across the financial sector. The first topic of discussion was the performance of the stock market during the p

In today’s challenging market environment, alternative investments can help enhance your portfolio and potentially mitigate risk. Chris Sheldon, Fidelity Personal and Workplace Advisors’ chief investment officer, answers your top questions. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 1074420.2.0... ( 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 Investing in the stock market can be volatile, which is why many investors are looking for ways to enhance their portfolio beyond traditional stocks and bonds. Alternative investments, such as real estate, private equity, hedge funds, and commodities, can offer diversification and risk management, as well as potentially higher returns. To explore the topic further, we sat down with Fidelity's Head of Alternative Investments, Jeff Schwartz, to get his in