Timothy Sumer

Vicki Brackens on Inspiration for the Nation - The Reality of Retirement - Episode 205 Full video: www.brackensfsn.com info@brackensfsn.com 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 tax advisor regarding your specific situation. Clients should consult with their personal tax advisors regarding the tax consequences of investing. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual security. To determine which inv

Vicki Brackens on Inspiration for the Nation - Ask Me Anything - Episode 202 Full video: www.brackensfsn.com info@brackensfsn.com #money #investing #vickioninspirationforthenation #inspirationforthenation #vickibrackens #brackensfsn #brackensfinancialsolutionsnetwork 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 tax advisor regarding your specific situation. Clients should consult with their personal tax advisors regarding the tax consequences of investing. The opinions voiced in this material are for general informati

With the consumer price index at forty-year highs, Matt Balderston, Pure financial advisor, CFP®, AIF® will explore what types of investments might make sense in an inflationary environment. It is important to note that there are no foolproof methods to avoid short-term surprises. The bottom line is that if inflation readings come in higher than expected, most major asset classes are likely to suffer. However, as your time horizon stretches out, you can take steps to position your portfolio for optimal performance in an era of rising prices. Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management to thousands of people across the nation. Schedule a free assessment with any one of our experienced financial professionals: Office locations: Ask your personal finance questions: Subscribe to our channel: IMPORTANT DISCLOSURES: • Investment Advisory and Financial

#1 retirement planning in Oklahoma 405-418-6266 Are you seeking the best performing retirement planner, a retirement adviser, or perhaps a new retirement planning service who can produce better results? You've come to the right place. In this YouTube video you will see a retirement plan that is hands-down the strongest and most powerful plan you've ever been shown. Even though this plan has been around for more than 150 years, and even though it has been used by past Presidents of the United States, politicians, wealthy families, the largest banks in the world, and the most successful corporations in the word, it is estimated that less than 1 person in 1,000 has even heard of this plan before. Our Government actually has laws on the books (Regulation 570, Section 4.B) that prohibits the advertisement of these types of plans. Plus, the fees on these types of plans are so inexpensive, most financial professionals don't even bother with them. (They would ra

Which Individual retirement account (IRA) is right for you? Christo Schultz, MBA, CFP®, Senior Wealth Advisor, explains the difference between a Roth IRA and Traditional IRA. Disclosures: ... ( 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 retirement planning can be intimidating, especially when it comes to choosing between Roth and Traditional IRAs. Both accounts offer distinct advantages and disadvantages, and the choice ultimately depends on individual circumstances and goals. Traditional IRAs allow for tax-deferred contributions, meaning contributions are deducted from taxable income in the year they are made. The potentially high tax deduction can benefit those who are in a higher tax bracket and plan to be in a lower bracket during retirement. Withdrawals from a Traditional IRA are taxed as ordinary income, and there are penalties

... ( 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 Investing your hard-earned money can be a daunting task, but it is necessary for securing your financial future. A Roth IRA (Individual retirement account ) is a fantastic option for individuals who are looking to invest. A Roth IRA is a tax-advantaged retirement account that offers numerous advantages over other types of investment accounts. In this article, we will explore why it is essential to start investing in a Roth IRA. Tax-free withdrawals in retirement The primary benefit of investing in a Roth IRA is that you can withdraw your money tax-free in retirement. Unlike traditional IRAs or 401(k) plans, contributions to a Roth IRA are not tax-deductible, but the money that you withdraw in retirement will not be taxed. This is because you paid taxes on the money that you contributed

RMD, Required Minimum Distributions from different accounts. IRA, SEP, Simple, Traditional, 403(b), 457(b) RMD Aggregation (grouping and adding) rules. How to combine withdrawals from more than one retirement account using IRS aggregation rules. _________________________________________________ Katie St. Ores CFP®, ChFC®, EA, LTC • 97 Hours of Continuing Education each year to maintain Professional designations • CFP® - Certified Financial Planner • ChFC® - Chartered Financial Consultant • EA - Enrolled Agent - Empowered by the U.S. Dept of the Treasury • Licensed Tax Consultant –Licensed by the State of Oregon • Registered Investment Adviser- Oregon Div. of Financial Regulation • Tax Accountant - Markusen & Schwing CPA's • Certified Investment Management Analyst program -Wharton - University of Pennsylvania • Certified Mergers & Acquisition Advisor program - Loyola University • Certificate in Accounting - UC Berkeley • Master of Science in Project Man

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

It's important to understand the rules around inheriting an IRA - here's some quick tips. Want to discuss further? Book a consultation with our team: Check the background of your financial professional on FINRA's BrokerCheck. [i] The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January

Attorney Genia Coleman Lee, with the SWLA Law Center, answers the following questions: Does an inherited IRA become community property in the event of a divorce? If the inherited IRA is rolled over into an account in the name of the heir, and his children are named as beneficiaries, does the wife have to agree? For more Local News from KPLC: For more YouTube Content: ... ( 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 When it comes to divorce, one of the most complicated issues that couples face is the division of property. This can be particularly challenging if a couple owns different types of assets, such as an inherited individual retirement account (IRA). This raises the question: does an inherited IRA become community property in the event of a divorce? The answer to this question is not simple and depends on the state's

How do inherited IRAs work in the post-SECURE Act world? Manager of Financial Planning Andrew Busa carefully explains the “need to knows” going forward plus a recent development just last week. Watch now. Disclosure: For informational purposes only. Not intended as investment advice. Subscribe to Adviser: Learn more about Adviser: #iras #inheritance #financialplanningmonth... ( 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 Individual Retirement Accounts (IRAs) have become a significant tool for retirement savings, allowing individuals to invest in various securities while receiving tax benefits. An inherited IRA, as the name suggests, is an IRA account that someone inherits from a deceased loved one. This often occurs between spouses or family members, but it can also apply to unrelated beneficiaries who are named in the account. Inh

For anybody who is the beneficiary of an inherited IRA, the rules regarding distributions and access to the inherited IRA can be tricky to navigate. In this presentation, we give a fresh look to the general principles of inherited IRAs, including some (but not all) of the changes from the SECURE Act.... ( 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 On Tenth of an Hour, Episode 119, we explore the basics of Inherited IRAs. Inherited IRAs are individual retirement accounts that are transferred to a beneficiary after the death of the account holder. These accounts can be passed on to any person or entity, including spouses, children, grandchildren, and trusts. There are two types of Inherited IRAs: Traditional and Roth. Traditional Inherited IRAs are taxed as ordinary income upon withdrawal, while Roth Inherited IRAs are not taxed, provided the

#shorts #creatinggenerationalwealth #douglaseze #financialadvice #mindset #financialliteracy #africanimmigrant #businessgrowth #budgeting... ( read more ) LEARN MORE ABOUT: 401k Plans REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing As many of us start to plan for retirement, we often put a lot of emphasis on our 401(k) plans. However, these plans may not be enough for retirement. In fact, some experts suggest that we need to start looking at other options beyond just the traditional 401(k) plan in order to truly retire well. One of the reasons why 401(k) plans may not cut it is due to the fact that they typically do not offer enough in terms of retirement benefits. Most plans have a limit on how much you can contribute each year, which means that you may not be able to save enough for retirement. Additionally, many companies only match a certain percentage of your contri

A short and sweet video about the traditional IRA rules and limits for 2017. -- Roth IRA Vid: -- Table of IRA info: Website - JazzWealth.com Facebook - www.Facebook.com/JazzWealth Investment related questions 📧 Dustin@JazzWealth.com Business Affairs 📧Carolyn@JazzWealth.com... ( 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 2017 Traditional IRA Rules and Guidelines A traditional Individual retirement account (IRA) is a retirement savings account that provides tax advantages to individuals who make regular contributions. The 2017 traditional IRA rules and guidelines allow individuals to contribute up to $5,500 per year, or $6,500 if they are age 50 or older. The maximum allowable contribution is based on earned income and the amount of money you can contribute may be reduced or eliminated if you are covered by an employer-sponso

A short and sweet video about the traditional IRA rules and limits for 2017. -- Roth IRA Vid: -- Table of IRA info: Website - JazzWealth.com Facebook - www.Facebook.com/JazzWealth Investment related questions 📧 Dustin@JazzWealth.com Business Affairs 📧Carolyn@JazzWealth.com... ( 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 2017 Traditional IRA Rules and Guidelines A traditional Individual retirement account (IRA) is a retirement savings account that provides tax advantages to individuals who make regular contributions. The 2017 traditional IRA rules and guidelines allow individuals to contribute up to $5,500 per year, or $6,500 if they are age 50 or older. The maximum allowable contribution is based on earned income and the amount of money you can contribute may be reduced or eliminated if you are covered by an employer-sponso

A short and sweet video about the traditional IRA rules and limits for 2017. -- Roth IRA Vid: -- Table of IRA info: Website - JazzWealth.com Facebook - www.Facebook.com/JazzWealth Investment related questions 📧 Dustin@JazzWealth.com Business Affairs 📧Carolyn@JazzWealth.com... ( 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 2017 Traditional IRA Rules and Guidelines A traditional Individual retirement account (IRA) is a retirement savings account that provides tax advantages to individuals who make regular contributions. The 2017 traditional IRA rules and guidelines allow individuals to contribute up to $5,500 per year, or $6,500 if they are age 50 or older. The maximum allowable contribution is based on earned income and the amount of money you can contribute may be reduced or eliminated if you are covered by an employer-sponso

We manage your retirement investments for as little as $9 a month and never have any hidden fees or sales commissions. Join us today @ www.jazzwealth.com Facebook Instagram Investment related questions 📧 Dustin@JazzWealth.com Business Affairs 📧Carolyn@JazzWealth.com... ( 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 If you are unemployed, you may be wondering if you can still contribute to your spouse’s IRA. The good news is that you can, and it can be a great way to save for retirement. An IRA, or Individual retirement account , is a type of retirement savings account that allows you to save for retirement on a tax-advantaged basis. There are several types of IRAs, including traditional, Roth, SEP, and SIMPLE IRAs. Each type of IRA has its own set of rules and benefits, but all of them allow you to save for retirement on a tax-adva