Webinar – How the Roth Conversion Strategy Works for IRAs

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How the Roth Conversion Strategy Works for IRAs

This webinar took place on 12/21/2023, but you can watch it below.

Do you want to unlock completely tax-free investment growth in your retirement plan? Join our free webinar to learn the intricacies of Roth IRAs and 401(k)s, and how the Roth conversion strategy works.

Advanta IRA’s Alex Perny and Corey Daharsh cover how these different Roth accounts are structured, funded, and established so you can take control and achieve a tax-free financial future.

If you have a traditional IRA or other pre-tax plan, you have until December 31 to perform a Roth conversion—so don’t miss this opportunity to learn the ins and outs.

About the Presenters

Headshot of Alex Perny

Alex 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.

Headshot of Advanta IRA's business development specialist Corey Daharsh.

Corey Daharsh, CISP

Corey Daharsh is a self-directed retirement investing expert with over ten years of experience in the financial industry, holding the prestigious designation of Certified IRA Services Professional (CISP). Starting in high school, Corey found his passion for understanding the complexities of financial literacy and educating others to help them use diverse investment strategies to prosper fiscally. He enjoys leaving a positive impact and has proven to be adept at breaking down unique, complex topics and concepts into simple, digestible nuggets of information that audiences love.

Details

Date:
December 21, 2023
Time:
12:00 pm - 1:00 pm EST
Cost:
FREE
Event Category:
Event Tags:
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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

How the Roth Conversion Strategy Works for IRAs

This webinar took place on 12/21/2023, but you can watch it below.

Do you want to unlock completely tax-free investment growth in your retirement plan? Join our free webinar to learn the intricacies of Roth IRAs and 401(k)s, and how the Roth conversion strategy works.

Advanta IRA’s Alex Perny and Corey Daharsh cover how these different Roth accounts are structured, funded, and established so you can take control and achieve a tax-free financial future.

If you have a traditional IRA or other pre-tax plan, you have until December 31 to perform a Roth conversion—so don’t miss this opportunity to learn the ins and outs.

About the Presenters

Headshot of Alex Perny

Alex 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.

Headshot of Advanta IRA's business development specialist Corey Daharsh.

Corey Daharsh, CISP

Corey Daharsh is a self-directed retirement investing expert with over ten years of experience in the financial industry, holding the prestigious designation of Certified IRA Services Professional (CISP). Starting in high school, Corey found his passion for understanding the complexities of financial literacy and educating others to help them use diverse investment strategies to prosper fiscally. He enjoys leaving a positive impact and has proven to be adept at breaking down unique, complex topics and concepts into simple, digestible nuggets of information that audiences love.