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Roth Conversion Tips & Other Year-End Strategies
This webinar took place on 10/24/2023, but you can watch it below.
Contact Us with any questions.
The end of the year is approaching, and it’s time to plan and prep for your 2023 income tax filing. You should also evaluate financial strategies to begin the new year with a strong start. Join this free webinar to learn Roth conversion tips and other strategies that can lessen your income tax burden and set you up for success moving forward.
During this webinar, Larissa Greene of Advanta IRA will explain how to make last-minute annual contributions and cover deadlines for other strategies to offset your taxes. Additionally, we discuss how and when Roth conversions and Roth contributions must occur to achieve your tax saving and retirement planning goals.
About the Presenter
Larissa Greene, CISP
Larissa, a proud graduate of the University of South Florida, worked in the real estate field prior to bringing her skills to Advanta IRA in 2011. She has filled many roles as she has learned the business and holds the prestigious designation of Certified IRA Services Professional (CISP). In her current role, Larissa holds various interactive seminars, webinars and networking events to teach clients and investors about self-directed IRAs. When Larissa is not attending one of her many professional business groups, she can be found rehabbing antiques, crocheting, or enjoying her family’s company.
Roth Conversion Tips & Other Year-End Strategies
This webinar took place on 10/24/2023, but you can watch it below.
Contact Us with any questions.
The end of the year is approaching, and it’s time to plan and prep for your 2023 income tax filing. You should also evaluate financial strategies to begin the new year with a strong start. Join this free webinar to learn Roth conversion tips and other strategies that can lessen your income tax burden and set you up for success moving forward.
During this webinar, Larissa Greene of Advanta IRA will explain how to make last-minute annual contributions and cover deadlines for other strategies to offset your taxes. Additionally, we discuss how and when Roth conversions and Roth contributions must occur to achieve your tax saving and retirement planning goals.
About the Presenter
Larissa Greene, CISP
Larissa, a proud graduate of the University of South Florida, worked in the real estate field prior to bringing her skills to Advanta IRA in 2011. She has filled many roles as she has learned the business and holds the prestigious designation of Certified IRA Services Professional (CISP). In her current role, Larissa holds various interactive seminars, webinars and networking events to teach clients and investors about self-directed IRAs. When Larissa is not attending one of her many professional business groups, she can be found rehabbing antiques, crocheting, or enjoying her family’s company.
