Webinar – End of Year Retirement Plan Strategies for Small Business Owners

Loading Events

« All Events

  • This event has passed.

End of Year Retirement Plan Strategies for Small Business Owners

With the end of year fast approaching, there are important deadlines for your retirement, especially if you are considering a solo 401(k), or any type of business-based retirement plan.
These accounts have many specific deadlines that you need to be aware of, and the strategies for maximizing your contributions are equally important. Alex Perny of Advanta IRA will share:
  • Who qualifies for these business retirement accounts
  • How to set up and fund these accounts
  • The contribution limits and deadlines for each account
Don’t miss any important tax saving contributions, register today to learn more.

Webinar Details

This webinar took place on 10/4/2022, but you can still download it and learn more. Fill out the form to the right to download this webinar.

Contact Us with any questions.

DOWNLOAD WEBINAR

About the Presenter

 

Advanta IRA Alex PernyAlex Perny, CISP

Alex graduated from Eckerd College in Saint Petersburg with a bachelor’s degree in business administration in 2011. He joined Advanta IRA in 2012 and holds the distinct designation of Certified IRA Services Professional (CISP). His specialty and knowledge enable him to educate clients and investors on self-directed IRAs in various seminars, webinars, and networking events. Alex is a jack of all trades, but he can often be found tinkering on various car projects or spending time with his wife and dog.

Details

Date:
October 4
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

End of Year Retirement Plan Strategies for Small Business Owners

With the end of year fast approaching, there are important deadlines for your retirement, especially if you are considering a solo 401(k), or any type of business-based retirement plan.
These accounts have many specific deadlines that you need to be aware of, and the strategies for maximizing your contributions are equally important. Alex Perny of Advanta IRA will share:
  • Who qualifies for these business retirement accounts
  • How to set up and fund these accounts
  • The contribution limits and deadlines for each account
Don’t miss any important tax saving contributions, register today to learn more.

Webinar Details

This webinar took place on 10/4/2022, but you can still download it and learn more. Fill out the form to the right to download this webinar.

Contact Us with any questions.

DOWNLOAD WEBINAR

About the Presenter

 

Advanta IRA Alex PernyAlex Perny, CISP

Alex graduated from Eckerd College in Saint Petersburg with a bachelor’s degree in business administration in 2011. He joined Advanta IRA in 2012 and holds the distinct designation of Certified IRA Services Professional (CISP). His specialty and knowledge enable him to educate clients and investors on self-directed IRAs in various seminars, webinars, and networking events. Alex is a jack of all trades, but he can often be found tinkering on various car projects or spending time with his wife and dog.