Webinar – Retirement Plan Contributions & Deadlines for 2023

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Retirement Plan Contributions & Deadlines for 2023

This webinar took place on 4/2/2024, but you can watch it below.

Contact Us with any questions.

The deadline for income tax filing is looming—and that date coincides with retirement plan contributions and deadlines to open accounts and earmark contributions for the 2023 tax year.

If you aren’t sure if you have maxed out your contributions for 2023 or if you are looking for some tax-savings strategies that count towards last year’s income tax return, don’t miss this important webinar.

Advanta IRA’s Larissa Greene explains:

  • Types of retirement accounts
  • Annual contribution limits for each account
  • Deadlines for setting up accounts and making contributions for your 2023 tax bill
  • Retirement planning strategies to prepare for the 2024 tax year

If you are seeking ways to potentially limit your 2023 income tax burden or want to get a head start on your 2024 retirement planning, register today.

About the Presenter

Larissa Greene, CISP Business Development SpecialistLarissa Greene

Larissa Greene is the Director of Education and a member of the business development team at. She holds the prestigious Certified IRA Services Professional (CISP) designation from the American Bankers Association. She has been educating investors and teaching continuing education classes for CPAs, real estate agents, and attorneys since 2011.

In her time with Advanta IRA, Larissa has seen IRA holders invest in common alternative assets like real estate, precious metals, cryptocurrency, and start-ups to more unique investments like racehorses, cattle, movie projects, sports teams, airplanes, and crypts.

Details

Date:
April 2
Time:
12:00 pm - 1:00 pm EDT
Cost:
FREE
Event Category:
Event Tags:
,

Organizer

Advanta IRA
Phone
800-425-0653
Email
info@AdvantaIRA.com
View Organizer Website

Other

Select an office location for this event
Tampa Bay, FL, Atlanta, GA, Online

Retirement Plan Contributions & Deadlines for 2023

This webinar took place on 4/2/2024, but you can watch it below.

Contact Us with any questions.

The deadline for income tax filing is looming—and that date coincides with retirement plan contributions and deadlines to open accounts and earmark contributions for the 2023 tax year.

If you aren’t sure if you have maxed out your contributions for 2023 or if you are looking for some tax-savings strategies that count towards last year’s income tax return, don’t miss this important webinar.

Advanta IRA’s Larissa Greene explains:

  • Types of retirement accounts
  • Annual contribution limits for each account
  • Deadlines for setting up accounts and making contributions for your 2023 tax bill
  • Retirement planning strategies to prepare for the 2024 tax year

If you are seeking ways to potentially limit your 2023 income tax burden or want to get a head start on your 2024 retirement planning, register today.

About the Presenter

Larissa Greene, CISP Business Development SpecialistLarissa Greene

Larissa Greene is the Director of Education and a member of the business development team at. She holds the prestigious Certified IRA Services Professional (CISP) designation from the American Bankers Association. She has been educating investors and teaching continuing education classes for CPAs, real estate agents, and attorneys since 2011.

In her time with Advanta IRA, Larissa has seen IRA holders invest in common alternative assets like real estate, precious metals, cryptocurrency, and start-ups to more unique investments like racehorses, cattle, movie projects, sports teams, airplanes, and crypts.