Podcast appearances and mentions of ira rollover

In this enlightening episode of the Inner Edison podcast, host Ed Parcaut sits down with Greg Mohr, a seasoned franchise consultant with over a decade of experience. Discover how Greg's journey from managing Taco Bell restaurants to becoming a microelectronics engineer, and eventually a successful franchise owner, provides unique insights into the world of franchising. They discuss the practical steps to choosing the right franchise, the financial aspects of starting one, and the benefits of using a franchise consultant. Whether you're a budding entrepreneur or an established business owner looking for a new venture, this episode is packed with valuable information to help you make informed decisions. Tune in to learn how franchising could be your path to business success and financial freedom. Don't miss out on: Greg's first introduction to franchising with Taco Bell The pivotal moment brought by reading "Rich Dad Poor Dad" Understanding the costs and returns associated with different types of franchises The importance of not revolving your business around yourself for better resale value Financing options for potential franchisees, including the innovative use of 401k rollovers Join us for a deep dive into the world of franchising and take away actionable steps to starting your own successful franchise. Listen now on Apple Podcasts! #EdParcaut #InnerEdisonPodcast #GregMohr #Franchising #SmallBusiness #Entrepreneurship #BusinessConsulting #FranchiseConsultant #RichDadPoorDad #RobertKiyosaki #Investing #TelecommunicationsConsulting #ServiceIndustry #BrickAndMortar #BusinessOwnership #PodcastInterview #BusinessTips #PassiveIncome #SBAExpressLoan #SelfDirectedIRA #BusinessStrategies #FinancialFreedom #BusinessAdvice #CareerShift #CorporateToEntrepreneur #FranchiseFunding #BusinessChallenges #BusinessGrowth

Today we're learning allllll about IRAs (individual retirement arrangements/accounts) including Roth IRAs, Traditional IRAs, Rollover IRAs and SEP IRAs. You'll understand contribution limits, tax implications, and eligibility requirements for each account. As always, we aim to empower you with all the knowledge you need to make informed decisions for future you. This is not advice.      ✨Roth IRAs are best for you if you are in a lower income tax bracket and do not need a tax break, because you are taxed upfront, not later.  ✨Traditional IRAs are best for you if you do not qualify for a Roth, or if you need a tax break… if you qualify for the deduction. The benefits are before tax dollars, offering you a tax break if you are eligible bc you are in a higher tax bracket.  ✨Rollover IRAs you rollover an employer sponsored plan, like a 401k in the plan you want to keep them separate so you can roll it back into a new 401k plan at a new employer.  ✨SEP IRAs are best for small business owners who do not want the complexities of 401ks. There are higher contribution limits, and all contributions are made by the employer.        Contribution LimitsYou have to have taxable compensation and your modified AGI. Beginning in 2024, the IRA contribution limit increased to $7,000 ($8,000 for individuals age 50 or older) from $6,500 ($7,500 for individuals age 50 or older). This stayed the same for 2025.   Resources:  Contribution limits: https://www.irs.gov/publications/p590a SEP IRA FAQ: https://www.irs.gov/retirement-plans/retirement-plans-faqs-regarding-seps  Still Have More Questions or a Comment? 

Abe discusses important considerations for individuals approaching retirement or in the early years of retirement. One key topic is the mistake of leaving a 401k in a cash account after rolling it over to an IRA, missing out on potential stock market gains. Another theme Abe touches on is the need for consolidation and planning in the retirement phase, as many people accumulate multiple accounts and face decisions regarding pensions, social security, and insurance policies. The conversation also touches on economic indicators of a potential recession and the importance of adjusting investment strategies as retirement approaches. Ready to get a second look at your retirement plan? Visit TheRetirementKey.com today!See omnystudio.com/listener for privacy information.

In this conversation, Tripp Limehouse discusses the Green Line Principle, a safe money strategy that can help protect and preserve retirement savings. The principle offers principal protection, potential for accumulation, lock-in and reset features, tax-deferred growth, and lifetime income options. It also provides inflation protection and a death benefit for beneficiaries. Tripp emphasizes that the Green Line Principle is customizable and should be incorporated into a comprehensive retirement plan. He encourages listeners to learn more about it and offers a written plan for retirement. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

Free Copy of My Book: Building Wealth In the TSP: Your Road Map To Financial Freedom as A Federal Employee: https://app.hawsfederaladvisors.com/free-tsp-e-book FREE WEBINAR: "The 7 Biggest FERS Retirement Mistakes": https://app.hawsfederaladvisors.com/7biggestmistakeswebinar Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ Submit a question here: https://app.hawsfederaladvisors.com/question-submission I am a practicing financial planner, but I'm not your financial planner. Please consult with your own tax, legal and financial advisors for personalized advice.

This week's AdMail is all about self-directed IRA rollover basics. Can you transfer real estate from one custodian to another? How do you move your 401(k) into a self-directed IRA? What is the difference between direct and indirect transfers? IRA Financial's founder Adam Bergman has the answers for you!

Recent legislation has made everyone's favorite college savings plan a little more flexible. Funds in a 529 plan aren't as locked up as they used to be now that your children's unused college funds can be rolled into a retirement account. In this episode, we'll discuss an article from the White Coat Investor which explores how the 529 can be rolled into a retirement account. We'll discover the benefits and drawbacks of using a 529 to save for retirement. Listen in to hear whether the 529 rollover could help you in your retirement.  Outline of This Episode [2:12] Using unused 529 funds [9:30] Utilizing spend-down strategies Resources & People Mentioned The Retirement Podcast Network The 529 to Roth IRA Rollover Connect with Benjamin Brandt Get the Retire-Ready Toolkit:http://retirementstartstodayradio.com/ Follow Ben on Twitter:https://twitter.com/retiremeasap Join the newsletter: https://retirementstartstodayradio.com/newsletter Dive deeper into retirement planning with Ben at www.RetirementIncome.University Subscribe to Retirement Starts Today on Apple Podcasts,Stitcher,TuneIn,Podbean,Player FM,iHeart, or Spotify

Can you trust how your 401k is invested? How is an IRA Rollover different?  When it is an IRA Rollover , it becomes your money instead of the money of […] The post Can You Trust Your 401K? appeared first on Dupree Financial.

Join IRA Financial founder Adam Bergman as he discusses rollover rules for a SEP IRA. Learn how to benefit from a SEP IRA account today! Ready to get started? https://app.irafinancialtrust.com/account/create-account.html Still have questions? Our tax experts are here to help answer all of your questions! Set up a call with our reps today! https://calendly.com/ira_financial_clientrelations/ Discover more videos by IRA Financial: https://www.youtube.com/user/IRAFinancialGroup/videos?view_as=subscriber

How will expected changes in tax laws impact your retirement? What about evolving interest rates? Can your plan leverage emerging opportunities? Talk to the experts at Goldstone Financial Group in Hoffman Estates for advice on retirement planning. Call 630-620-9300 or visit https://www.goldstonefinancialgroup.com/contact-us today. Goldstone Financial Group City: Oakbrook Terrace Address: 18W140 Butterfield Road Website: https://goldstonefinancialgroup.com/ Phone: +1-630-620-9300 Email: contactus@goldstonefinancialgroup.com

If you've been watching in horror as your retirement investment account balance dips ever lower due to inflation, maybe it's time to think about precious metals? For the best educational resources on gold IRAs and how to set one up, visit Palmy Funds at https://palmyfunds.net/gold-ira-rollover-step-by-step-guide-process/ Palmy Funds City: Free Town Address: 14 Orchid Crescent, Longville Park, Free Town, Clarendon, Jamaica Website: https://palmyfunds.net

If you have the option through your employer-sponsored retirement plan to make non-deductible contributions to an IRA after you max out your 401(k) limits, you may be able to use a Backdoor Roth.  In this episode of

In this episode: Tax extenders will be needed around election time. Know the IRA rollover rules. Find out the updates on estate and gift tax limits. The legal costs for fighting IRS rulings may not be reimbursed. The IRS has delayed the 1099K reporting threshold.   Also, we hear the scam story of the Great Diamond Hoax of 1872. Sources: The Dollop Podcast Episode 235 https://open.spotify.com/episode/26NdQWRuKDrmk16k80bNlG Legends of the Old West Episode 3 https://player.fm/series/legends-of-the-old-west-2390488/swindlers-ep-3-the-great-diamond-hoax Wikipedia https://en.wikipedia.org/wiki/Great_Diamond_Hoax#:~:text=The%20diamond%20hoax%20of%201872,Francisco%20and%20New%20York%20City.

Lisa Cripps-Downey from Berrien Community Foundation talks about their Gotcha Doin' Good Campaign as well as how you can make charitable donations through IRA rollover. Listen to learn more! See omnystudio.com/listener for privacy information.

In today's episode, IRA Financial's Adam Bergman, Esq. discusses what an Inherited IRA is and how the the Inherited IRA rollover rules work.

In this episode we talk about how to avoid costly mistakes with your 401(k).

IRA Financial's Adam Bergman Esq. discusses the different IRA rollover rules depending on the type of plan you have including traditional, Roth, SEP and SIMPLE IRAs.

Kelley goes over strategies to consider in building your retirement income.  She starts by discussing how retirement income building strategies are so much more important now than in the days when many people had a pension to count on.  She talks about risk tolerance, using tools like annuities, and even taking a hard look at your retirement date and your Social Security claiming age in the effort to make your money last in retirement.  She also breaks down the “rollover” strategies involving your 401(k), 403(b), and IRA. You can reach Kelley Slaught by calling 800-810-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.

Marty goes over strategies to consider in building your retirement income.  He starts by discussing how retirement income building strategies are so much more important now than in the days when many people had a pension to count on.  He talks about risk tolerance, using tools like annuities, and even taking a hard look at your retirement date and your Social Security claiming age in the effort to make your money last in retirement.  He also breaks down the “rollover” strategies involving your 401(k), 403(b), and IRA. You can reach Marty Nevel by calling 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.

An IRA rollover is a transfer of funds from a retirement account, such as an employer-sponsored plan, into an individual retirement account. The purpose of a rollover is to maintain the tax-deferred status of those assets. IRA rollovers are commonly used to hold 401(k), 403(b), or profit-sharing plan assets that are transferred from a former employer's sponsored retirement account or qualified plan. An IRA rollover can also occur as an IRA-to-IRA transfer. IRA rollovers can occur from a retirement account, such as a 401(k) into an IRA, or as an IRA-to-IRA transfer. Most rollovers take place when people change jobs and wish to move 401(k) or 403(b) assets into an IRA, but IRA rollovers also happen when retirement savers want to switch to an IRA with better benefits or investment choices. The are different types of IRA rollovers: direct and indirect. It's crucial to follow Internal Revenue Service (IRS) rules to avoid paying taxes and penaltiesThis show is part of the Spreaker Prime Network, if you are interested in advertising on this podcast, contact us at https://www.spreaker.com/show/4432332/advertisement

On the final Suze School of 2022, Suze starts out with a reflection of the many lessons we learned this year.  Then, she lays out the differences between an IRA transfer and an IRA rollover and why you need to know the difference. Plus, Suze makes a few comments on the housing market, paying off credit card debt and more. Take advantage of the Ultimate Opportunity Savings Account with Alliant Credit Union at: https://bit.ly/3vEUTZW Get Suze's special offers for podcast listeners at suzeorman.com/offer Join Suze's Women & Money Community for FREE and ASK SUZE your questions which may just end up on her podcast! To ask Suze a question, download by following one of these links: CLICK HERE FOR APPLE: https://apple.co/2KcAHbH CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.

Should I Rollover My 401k to IRA

What should you do with those retirement savings? Whether you are leaving a job or navigating big expenses in retirement, David is here to answer a few questions from the mailbag.   Key topics on this episode:  1:32 - Mailbag: Should I spend money on home updates in retirement? 8:24 - Mailbag: Should I convert my IRA rollover into a Roth?   For additional financial resources, visit us online: http://coveryourassetskc.com 

Do you know when you're being played by sneaky product placement? Products are placed within the content of streamed TV shows and movies, and social media influencers are paid to recommend products. Know this is bought and paid for advertising - an indirect form of commercials. Also - A special warning about moving your retirement money when changing jobs. If you plan on rolling over a 401(k) into an IRA, knowing what Clark has to say about it can save you tens of thousands of dollars over time.  Ad Awareness: Segment 1 Ask Clark: Segment 2 Retirement Rollover Warning: Segment 3 Ask Clark: Segment 4 Mentioned on the show: What Is a Reverse Mortgage and How Does It Work? Clark's take on reverse mortgages How Can a Safe Driving App Save You Money? - USAA Betterment vs. Wealthfront: Which Robo-Advisor Is Best for You? Best Investment Companies for Investors in 2022 CNBC: IRA rollovers often come with higher investment fees, Pew finds: Here's how much money that costs retirement savers. Clark.com 401(k) Rollover: How To Roll Over a 401(k) How to Freeze Your Credit With Experian, Equifax and TransUnion Why Clark Howard Thinks Medicare Advantage Plans Stink   Clark.com resources Episode transcripts Clark.com daily money newsletter Consumer Action Center Free Helpline: 636-492-5275 Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about management-controlled groups, rolling a SIMPLE IRA into a Solo 401(k), and rolling a private placement investment in a Self-Directed IRA.

Want to know the best alternative investment options for your IRA Rollovers or 401K Portfolio? The Digerati Premium's latest Report offers guidance on the Best Gold IRA companies. Visit their website to learn all about it today at GoldInvestmentsReviews dot com.

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about the difference between an IRA transfer and rollover, the audit risk of a Self-Directed IRA, and how many real estate transactions you can have before triggering UBTI.

During the past 100 years, over thirteen thousand banks have closed due to insolvency, the stock market has fallen by more than fifty percent on multiple occasions, there have been two world wars, assassinations, real estate recessions, 9-11 and 2008. Which industry has been through it all, and emerged as the most consistently secure in the financial world? That would be life insurance companies. What's behind the remarkable consistency of this multi-trillion dollar industry? Life insurers adhere to a system of reserve requirements, auditing, and regulation like no other financial industry! Today, we'll explore the myths and misinformation about life insurance companies, and what to look for when choosing annuities for your 401k, 403b, or IRA Rollover! MASTERING MONEY is on the air!!

Welcome back to the Salty Wisdom Wealth Strategies podcast. Today I will be talking about your employer retirement plans and what to do with it when you leave. I go over the pros and cons and some of them depend on how you look at it. I share a few pointers like making sure you look at the cost, understanding some have fees, but remember you make the choice. I cover a few options but of course not everything. My biggest advice to you would be to check out the IRA guide I have on the Unity Wealth Management resource page. You can always check with a professional financial advisor, to make sure you are making the right choice for your investment needs. Let me know what other topics you would like to hear, I look forward to hearing from you.   In This Episode [01:54] - Welcome to Salty Wisdom Wealth Strategies! [03:25] - Generally when you leave the company, you have four decisions to make. [03:52] - Let's talk about the easiest decision. [04:25] - The next choice, you can leave it with the current employer. [06:18] - Distribution options out of your plan. [08:20] - Participating with the new company's plan. [09:00] - You still may have the option to move your plan. [12:16] - Let's talk about moving it to an IRA. [14:20] - You now have choices and can choose. [17:00] - I obviously have not covered it all but I have covered a lot in a short amount of time.  [18:07] - Thank you and closing remarks.   Contact Mark Melrose Wealth Manager Unity Wealth Management 980-262-4118

Born, raised and attended schools in Chicago, I'm a Southsider.Raised by a single mother, I successfully made it out of the Inner City Streets of Chicago.Moved to Southern California in the grocery/retail management business 1998, managing at American Stores, Rite Aid and others. Best and longest friend passed years ago due to a motorcycle accident that motivated me to change careers to help families. My licenses include: Life, Accident, Health, Property and Casualty, in California & Illinois.I love all people; I'm passionate about helping, teaching, advising and serving my community.We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies.– Leveraging current tax code to have a lifetime of tax-free income.– Quick, Affordable Term Life Insurance at Great rates.– Retirement planning , IRA and IRA Rollover.– Specialize in 401k/ 403b/457 and Qualified – Non Qualified Plans.– Index Universal Life and Term Insurance.– Business Owner Policy and Buy – Sell Agreements.– Annuities and wealth transfer.– Mortgage Protection Insurance.– Infinite Banking – Protected Asset ClassWill you have the income you need and want when you retire?Learn How: http://dlhortonadvisors.com/My California Insurance license number is 0M04571 and Illinois Insurance license number is 18599272.ExperienceChief Executive Officer at DL Horton AdvisorsDL HORTON ADVISORSNov 2020 – Present (1 year 3 months +)Agent at New York Life Insurance CompanyNew York Life Insurance CompanyMay 2020 – Present (1 year 9 months +)Agent licensed to sell insurance through New York Life Insurance Company.Licensed Insurance AgentFarmers InsuranceNov 2018 – May 2020 (1 year 7 months)Commercial, Life Insurance, Workers Compensation and Personal Lines.Site Ready AgentState Farm ®May 2018 – May 2019 (1 year 1 month)Insurance Specialist-National Life GroupNov 2017 – Nov 2018 (1 year 1 month) Life Insurance and Annuities.Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-daryl-horton-president-of-dl-horton-advisors-discussing-a-college-saving-plan

In case you hadn't noticed, the future is getting just a tad more unpredictable every day.  When you are putting a financial plan together for RETIREMENT, you are smart to plan for the worst while always hoping for the best.  Annuities are not for young investors. They are for those planning a retirement that is not subject to the whims of bad markets and economies.  The key benefit that modern day annuities may provide a retired person is a contractual guarantee of principal and income—regardless of market conditions.There are four different types of annuities, and due to current low interest rates and volatile markets, THREE of those types may not be as advantageous as the fourth. That said, all four kinds of annuities are allowed by the IRS to fund an IRA Rollover. Today, Steve will review exactly WHICH annuities are leading the pack. Then Medicare expert Shelley Grandidge joins us for the Q & A. A fact-filled show you don't want to miss...MASTERING MONEY  is on the air!!!

Born, raised and attended schools in Chicago, I'm a Southsider.Raised by a single mother, I successfully made it out of the Inner City Streets of Chicago.Moved to Southern California in the grocery/retail management business 1998, managing at American Stores, Rite Aid and others. Best and longest friend passed years ago due to a motorcycle accident that motivated me to change careers to help families. My licenses include: Life, Accident, Health, Property and Casualty, in California & Illinois.I love all people; I'm passionate about helping, teaching, advising and serving my community.We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies.– Leveraging current tax code to have a lifetime of tax-free income.– Quick, Affordable Term Life Insurance at Great rates.– Retirement planning , IRA and IRA Rollover.– Specialize in 401k/ 403b/457 and Qualified – Non Qualified Plans.– Index Universal Life and Term Insurance.– Business Owner Policy and Buy – Sell Agreements.– Annuities and wealth transfer.– Mortgage Protection Insurance.– Infinite Banking – Protected Asset ClassWill you have the income you need and want when you retire?Learn How: http://dlhortonadvisors.com/My California Insurance license number is 0M04571 and Illinois Insurance license number is 18599272.ExperienceChief Executive Officer at DL Horton AdvisorsDL HORTON ADVISORSNov 2020 – Present (1 year 3 months +)Agent at New York Life Insurance CompanyNew York Life Insurance CompanyMay 2020 – Present (1 year 9 months +)Agent licensed to sell insurance through New York Life Insurance Company.Licensed Insurance AgentFarmers InsuranceNov 2018 – May 2020 (1 year 7 months)Commercial, Life Insurance, Workers Compensation and Personal Lines.Site Ready AgentState Farm ®May 2018 – May 2019 (1 year 1 month)Insurance Specialist-National Life GroupNov 2017 – Nov 2018 (1 year 1 month) Life Insurance and Annuities.Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-daryl-horton-president-of-dl-horton-advisors-discussing-a-college-saving-plan

Born, raised and attended schools in Chicago, I'm a Southsider.Raised by a single mother, I successfully made it out of the Inner City Streets of Chicago.Moved to Southern California in the grocery/retail management business 1998, managing at American Stores, Rite Aid and others. Best and longest friend passed years ago due to a motorcycle accident that motivated me to change careers to help families. My licenses include: Life, Accident, Health, Property and Casualty, in California & Illinois.I love all people; I'm passionate about helping, teaching, advising and serving my community.We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies.Leveraging current tax code to have a lifetime of tax-free income.Quick, Affordable Term Life Insurance at Great rates.Retirement planning , IRA and IRA Rollover.Specialize in 401k/ 403b/457 and Qualified – Non Qualified Plans.Index Universal Life and Term Insurance.Business Owner Policy and Buy – Sell Agreements.Annuities and wealth transfer.Mortgage Protection Insurance.Infinite Banking – Protected Asset ClassWill you have the income you need and want when you retire?Learn How: http://dlhortonadvisors.com/My California Insurance license number is 0M04571 and Illinois Insurance license number is 18599272.ExperienceChief Executive Officer at DL Horton AdvisorsDL HORTON ADVISORSNov 2020 – Present (1 year 3 months +)Agent at New York Life Insurance CompanyNew York Life Insurance CompanyMay 2020 – Present (1 year 9 months +)Agent licensed to sell insurance through New York Life Insurance Company.Licensed Insurance AgentFarmers InsuranceNov 2018 – May 2020 (1 year 7 months)Commercial, Life Insurance, Workers Compensation and Personal Lines.Site Ready AgentState Farm ®May 2018 – May 2019 (1 year 1 month)Insurance Specialist-National Life GroupNov 2017 – Nov 2018 (1 year 1 month) Life Insurance and Annuities.Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-daryl-horton-president-of-dl-horton-advisors-discussing-life-insurance-vs-401k-for-retirement

Born, raised and attended schools in Chicago, I'm a Southsider.Raised by a single mother, I successfully made it out of the Inner City Streets of Chicago.Moved to Southern California in the grocery/retail management business 1998, managing at American Stores, Rite Aid and others. Best and longest friend passed years ago due to a motorcycle accident that motivated me to change careers to help families. My licenses include: Life, Accident, Health, Property and Casualty, in California & Illinois.I love all people; I'm passionate about helping, teaching, advising and serving my community.We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies.Leveraging current tax code to have a lifetime of tax-free income.Quick, Affordable Term Life Insurance at Great rates.Retirement planning , IRA and IRA Rollover.Specialize in 401k/ 403b/457 and Qualified – Non Qualified Plans.Index Universal Life and Term Insurance.Business Owner Policy and Buy – Sell Agreements.Annuities and wealth transfer.Mortgage Protection Insurance.Infinite Banking – Protected Asset ClassWill you have the income you need and want when you retire?Learn How: http://dlhortonadvisors.com/My California Insurance license number is 0M04571 and Illinois Insurance license number is 18599272.ExperienceChief Executive Officer at DL Horton AdvisorsDL HORTON ADVISORSNov 2020 – Present (1 year 3 months +)Agent at New York Life Insurance CompanyNew York Life Insurance CompanyMay 2020 – Present (1 year 9 months +)Agent licensed to sell insurance through New York Life Insurance Company.Licensed Insurance AgentFarmers InsuranceNov 2018 – May 2020 (1 year 7 months)Commercial, Life Insurance, Workers Compensation and Personal Lines.Site Ready AgentState Farm ®May 2018 – May 2019 (1 year 1 month)Insurance Specialist-National Life GroupNov 2017 – Nov 2018 (1 year 1 month) Life Insurance and Annuities.Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-daryl-horton-president-of-dl-horton-advisors-discussing-life-insurance-vs-401k-for-retirement

Born, raised and attended schools in Chicago, I'm a Southsider.Raised by a single mother, I successfully made it out of the Inner City Streets of Chicago.Moved to Southern California in the grocery/retail management business 1998, managing at American Stores, Rite Aid and others. Best and longest friend passed years ago due to a motorcycle accident that motivated me to change careers to help families. My licenses include: Life, Accident, Health, Property and Casualty, in California & Illinois.I love all people; I'm passionate about helping, teaching, advising and serving my community.We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies.> Leveraging current tax code to have a lifetime of tax-free income. > Quick, Affordable Term Life Insurance at Great rates.> Retirement planning , IRA and IRA Rollover.> Specialize in 401k/ 403b/457 and Qualified – Non Qualified Plans. > Index Universal Life and Term Insurance.> Business Owner Policy and Buy – Sell Agreements. > Annuities and wealth transfer.> Mortgage protection Insurance.> Infinite Banking – Protected Asset ClassMy California Insurance license number is 0M04571 and llinois Insurance license number is 18599272.ExperienceChief Executive Officer at DL Horton AdvisorsDL HORTON ADVISORSNov 2020 – Present (1 year 3 months +)Agent at New York Life Insurance CompanyNew York Life Insurance CompanyMay 2020 – Present (1 year 9 months +)Agent licensed to sell insurance through New York Life Insurance Company.Licensed Insurance AgentFarmers InsuranceNov 2018 – May 2020 (1 year 7 months)Commercial, Life Insurance, Workers Compensation and Personal Lines.Site Ready AgentState Farm ®May 2018 – May 2019 (1 year 1 month)Insurance SpecialistNational Life GroupNov 2017 – Nov 2018 (1 year 1 month) Life Insurance and Annuities.Will you have the income you need and want when you retire?Learn How: http://dlhortonadvisors.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-daryl-horton-president-of-dl-horton-advisors

Born, raised and attended schools in Chicago, I'm a Southsider.Raised by a single mother, I successfully made it out of the Inner City Streets of Chicago.Moved to Southern California in the grocery/retail management business 1998, managing at American Stores, Rite Aid and others. Best and longest friend passed years ago due to a motorcycle accident that motivated me to change careers to help families. My licenses include: Life, Accident, Health, Property and Casualty, in California & Illinois.I love all people; I'm passionate about helping, teaching, advising and serving my community.We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies.> Leveraging current tax code to have a lifetime of tax-free income. > Quick, Affordable Term Life Insurance at Great rates.> Retirement planning , IRA and IRA Rollover.> Specialize in 401k/ 403b/457 and Qualified – Non Qualified Plans. > Index Universal Life and Term Insurance.> Business Owner Policy and Buy – Sell Agreements. > Annuities and wealth transfer.> Mortgage protection Insurance.> Infinite Banking – Protected Asset ClassMy California Insurance license number is 0M04571 and llinois Insurance license number is 18599272.ExperienceChief Executive Officer at DL Horton AdvisorsDL HORTON ADVISORSNov 2020 – Present (1 year 3 months +)Agent at New York Life Insurance CompanyNew York Life Insurance CompanyMay 2020 – Present (1 year 9 months +)Agent licensed to sell insurance through New York Life Insurance Company.Licensed Insurance AgentFarmers InsuranceNov 2018 – May 2020 (1 year 7 months)Commercial, Life Insurance, Workers Compensation and Personal Lines.Site Ready AgentState Farm ®May 2018 – May 2019 (1 year 1 month)Insurance SpecialistNational Life GroupNov 2017 – Nov 2018 (1 year 1 month) Life Insurance and Annuities.Will you have the income you need and want when you retire?Learn How: http://dlhortonadvisors.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-daryl-horton-president-of-dl-horton-advisors

www.DanWhiteandAssociates.com Dan White's Radio Show: On The Money Dan White keeps listeners in the Philadelphia and Delaware Region up-to-date with the most pressing financial issues. With over 35 years of professional financial planning experience, Dan has a talent of explaining the complex issues in his weekly show. www.DanWhiteandAssociates.com (888)690-8820 dan@danwhiteandassociates.com

Jeff Kowal and Marie McFarland share year-end tax planning moves, discuss the biggest mistakes people make with IRA rollovers, and offer insights into gifting money to children.

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about transferring an IRA to IRA Financial, tax withholding on an IRA rollover, and UBTI and hedge funds.

Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ The FERS Pre-Retirement Course: The Ultimate Guide: https://hawsfederaladvisors.com/fers-pre-retirement-course-the-ultimate-guide/ Help Support Our Channel and Future Content By Donating Here: https://www.paypal.com/donate/?hosted_button_id=YDL6XPP8CQ5WU Submit a question here: https://hawsfederaladvisors.com/question-submission-page/ Check out the full article here: https://hawsfederaladvisors.com/blog/ Check out "Building Wealth in The TSP" on Amazon: https://amzn.to/2FytP9W I am a practicing financial planner, but I'm not your financial planner. Please consult with your own tax, legal and financial advisors for personalized advice.

Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ The FERS Pre-Retirement Course: The Ultimate Guide: https://hawsfederaladvisors.com/fers-pre-retirement-course-the-ultimate-guide/ Help Support Our Channel and Future Content By Donating Here: https://www.paypal.com/donate/?hosted_button_id=YDL6XPP8CQ5WU Submit a question here: https://hawsfederaladvisors.com/question-submission-page/ Check out the full article here: https://hawsfederaladvisors.com/blog/ Check out "Building Wealth in The TSP" on Amazon: https://amzn.to/2FytP9W I am a practicing financial planner, but I'm not your financial planner. Please consult with your own tax, legal and financial advisors for personalized advice.

In this wrap up Rashad talks about IRA rollivers, he describes the process of rolling over a 401k to an IRA. Link to Full Episode: https://youtu.be/TkG9SZFc_MgLink for Red Panda Stock Club: https://bit.ly/3hjaDfdEYL University: https://www.eyluniversity.comSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

As assets like stocks took a nosedive during the pandemic, gold only grew in value, proving once again why it's the best hedge against uncertainty. If you want gold in your IRA, everything you need to know is right here. Learn more at https://carengoldman.com (https://carengoldman.com)

For close to 40 years Benetrends Financial has been the authority in small business funding. Benetrends pioneered 401(k)/IRA Rollover funding with The Rainmaker Plan®, the plan that enable entrepreneurs to use retirement funds to finance a business or franchise, without incurring upfront taxes, early withdrawal penalties, or debt. Tony Robinson is a Senior Consultant and has been with Benetrends Financial since 2010. He has a Marketing degree from Temple University and has helped well over a thousand entrepreneurs secure funding for their business needs thought the innovative Rainmaker Plan. he can be reached Here. Tony Robinson Benetrends Financial 267-3281316 tony@benetrends.com https://www.benetrends.com/action/?ID=ITadministration@checkbookira.com

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about rolling a Roth IRA into a Solo 401(k), the number of rollovers you are allowed to perform annually, and why set up a nondeductible IRA.

On this edition of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners Jaime, Monika, Mora, Simone, Ellen, Jessica, and Sharon selected and read by KT.   This week’s questions: Should I invest my stock dividends or transfer them to my settlement fund? How can I afford to fix my teeth? Because I don’t work, due to a disability, am I allowed to withdraw from my IRA penalty free? I messed up when doing an IRA Rollover and had the check sent to me, then I deposited it into the new account. Is it too late for me to avoid taxes and penalties? Should I do a 15 or 20 year mortgage? Should we file our taxes separately or jointly after we get married? What are your thoughts on bonds and TLT ETFs? Is there any way a legal guardian can be usurped from an executed trust, by a nursing home? This week’s Quizzie (from Miss K): I’m 46 and my children are grown, what sort of life insurance should I have? Take advantage of the Ultimate Opportunity Savings Account with Alliant Credit Union by clicking here! Join Suze’s Women & Money Community for FREE and ASK SUZE your questions which may just end up on her podcast! To ask Suze a question, download by following one of these links: CLICK HERE FOR APPLE   CLICK HERE FOR GOOGLE PLAY See omnystudio.com/listener for privacy information.

In case you hadn't noticed, the future is getting just a tad more unpredictable every day.  When you are putting a financial plan together for RETIREMENT, you are smart to plan for the worst while always hoping for the best.  Annuities are not for young investors. They are for those planning a retirement that is not subject to the whims of bad markets and economies.  The key benefit that modern day annuities may provide a retired person is a contractual guarantee of principal and income—regardless of market conditions.There are four different types of annuities, and due to current low interest rates and volatile markets, THREE of those types may not be as advantageous as the fourth. That said, all four kinds of annuities are allowed by the IRS to fund an IRA Rollover. Today, Steve will review exactly WHICH annuities are leading the pack. Then Medicare expert Shelley Grandidge joins us for the Q & A. A fact-filled show yo don't want to miss...MASTERING MONEY  is on the air!!!

Financial analyst and wealth advisor Terry Sacka AAMS tells you all you need to know about silver as an investment and its amazing mic drop moment.Companion Guide: $1 Million+ Retirement Support the show at: https://www.patreon.com/riggedpodcastTerry answers your most pressing Silver questions:What moves the price of silver: Supply and Demand, COMEX or something else?Where are silver prices headed?Should I buy silver bars, coins, rounds or junk silver?What are Cornerstone Crowns silver coins?Can you put Silver in your IRA?How to rollover an IRA into a Precious Metals IRA.How does inflation affect paper investments vs tangible assets like silver?Should I buy silver now or wait?To Buy Silver Direct or Reach A Cornerstone Wealth Advisor:email: clientsupport@cammetals.comtelephone: (888) 747-3309Support the show (https://www.patreon.com/riggedpodcast)

IRA Financial Group’s Adam Bergman discusses the rules surrounding IRA Rollovers, covering the types of rollovers that are possible and what you can and can’t do when it comes to rollovers.

Supporting charitable missions that are personally meaningful is important for many individuals. But being philanthropic means more than choosing which charities to endorse and how much to give; structuring gifts that provide the highest benefit to you and the charity is important too. In this podcast and our blog, A Day of Giving http://bit.ly/adayofgiving18, we explain the benefits and drawbacks of various giving strategies. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P.© 2018 AllianceBernstein L.P.

  Economic growth is always a hot topic when election year rolls around. The candidates make it sound like a lack of growth is the worst thing that could ever happen during any President’s term. But is that true? And furthermore, are there actually benefits to having times of economic slowdown or even recession? On this episode of The Retirement Answer Man, I’m answering a handful of listener questions and one of those asks this exact question, “Is economic growth always best for the country?” If you want to hear why I think this listener could be onto something, you’ll have to listen to this episode of the podcast. Nature isn’t always in growth mode, why should the economy always be in growth mode? Part of my philosophy about what we should look for in a healthy economy has to do with the natural cycles that happen all around us. I don’t see many really good things that are always in a state of incredible growth. Every year the seasons change and most plants and even some animals go dormant for a season. It’s a time to refresh, rest up, and reset for a period of rapid growth ahead. Is it possible that a healthy economy is going to have those same up and down times? If so, why should we be so concerned about it? On this episode, you’ll get to hear me wax philosophical about such things and give you some mindsets you can carry into those less than optimal economic times. What to be careful of when combining IRA accounts As most of you know an IRA is a type of investment account that’s referred to as a “qualified plan.” It means that the government has qualified it as an investment you can do where the growth it experiences is tax deferred. It’s a benefit to you in many ways - but that’s not the issue I’m addressing at the moment. Right now I want to point out that if you move money that’s already in an IRA into a different IRA, you need to be careful how you do that. If you don’t you could cause yourself some tax consequences that you didn’t expect and definitely don’t want. I’m going to walk you through it in this episode - including some new guidelines from the IRS that make it a bit easier for you. Should you quit a job you hate or wait it out for the sake of your pension? Most of us know what it’s like to feel stuck in a job that makes you feel miserable. But one of my listeners has it really bad because she’s only a handful of years away from retirement, which would provide a fully vested pension. But she’s not sure if she wants to endure more years of a job she really hates. How should you make a decision like that? As you might suspect I’ve got some thoughts on the situation - and I share them on this episode of The Retirement Answer Man. How would it impact your life if you could invest in deep work? One of the things I’ve been learning lately is that I can be a pretty distracted guy. My smartphone notifications, email sounds, computer pop-ups - all of them contribute to me being “off task” more than I would like. Toward that end, I’ve been reading a book called, “Deep Work” by a guy named Cal Newport, and it’s challenged me to rethink the priority that I give to insignificant little things like smartphone notifications. On this episode, I want to share my thoughts with you about how we can get out of the “Pavlov’s dogs” cycle of responding to every notification and focus more on the things that matter. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN [0:28] What should we be thinking about a slowing economy?   WHAT DOES THAT MEAN? SEGMENT [3:10] What is an “IRA Rollover?” [4:05] The importance of understanding the tax “gotchas” relating to rollovers. HOT TOPIC SEGMENT [6:20] New IRS guidelines for IRA rollovers. PRACTICAL PLANNING SEGMENT [8:53] QUESTION ONE: What are the issues to consider when dealing with a job we don’t love? [12:26] QUESTION TWO: Is it always best for us to have economic growth? [15:03] QUESTION THREE: Should I combine all of my IRAs? [17:48] QUESTION FOUR: Should my wife and I have different financial planners? [19:49] A love-hate relationship I have with writing and publishing (and my upcoming book). [21:10] How you can get my “6 shot Saturday” emails (and give your ideas for titling my new book). THE HAPPY LAB SEGMENT [21:36] What IS deep work? TODAY’S SMART SPRINT SEGMENT [23:08] A day challenge: Turn off the notifications on your smart device so you can focus on what’s important.   RESOURCES MENTIONED IN THIS EPISODE Contact Roger: http://www.rogerwhitney.com/retirementanswers/ BOOK: Positive Intelligence www.CareerPivot.com BOOK: Deep Work

Click here to listen to IRA Financial Trust Podcast 7: How The IRA Rollover Rules Work February 16th, 2016 IRA Financial Trust's Adam Bergman discusses the difference between a Rollover and Transfer and describes how a Direct Rollover differs from an Indirect Rollover.

The bottom line on your emergency fund, an investment that puts your eggs in many baskets, how to find out if someone dearly departed has left you any money, and more of your pressing money questions answered.

In this episode, Ron DeLegge does a Portfolio Report Card for ZK in Minneapolis, MN. He's a 55-year old single real estate broker and he has a $381,000 retirement plan spread across two traditional IRAs and one SEP IRA. His portfolio is managed by a financial advisor. Does he pass or fail? Find out.      Get $100 if your Portfolio Report Card is an "A" Follow us on Twitter @PTalkRadio

- Gerri Walsh, Sr. VP of Investor Education at FINRA - Please call 1-800-388-9700 for a free review of your financial portfolio

- Gerri Walsh, Sr. VP of Investor Education at FINRA - Please call 1-800-388-9700 for a free review of your financial portfolio

Find out how to move money between retirement accounts tax free.

IRA Rollover discussion

IRA Rollover discussion

Bradford Pine is an emerging independent investment adviser practicing in New York City with broker-dealer Cantella & Co., Inc. While his fee-based practice focuses on serving high-net-worth clients, Pine has taken a revolutionary approach towards serving them. We will discuss the IRA rollover conundrum, the trouble with do-it-yourself retirement planning, clients' biggest complaint about financial advisers - lack of communication, restoring investor confidence, navigating stock market volatility, helping investors cope with change, investing in the world economy and investing in a low-interest rate environment. For more information and to get his free e-book and monthly newsletter, go to www.bradfordpinewealth.com.

Bradford Pine is an emerging independent investment adviser practicing in New York City with broker-dealer Cantella & Co., Inc. While his fee-based practice focuses on serving high-net-worth clients, Pine has taken a revolutionary approach towards serving them. We will discuss the IRA rollover conundrum, the trouble with do-it-yourself retirement planning, clients' biggest complaint about financial advisers - lack of communication, restoring investor confidence, navigating stock market volatility, helping investors cope with change, investing in the world economy and investing in a low-interest rate environment. For more information and to get his free e-book and monthly newsletter, go to www.bradfordpinewealth.com.