Webinar – Roth IRA Conversions & The CARES Act—Is NOW the Right Time to Convert?

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Roth IRA Conversions & the CARES Act—Is Now the Right Time to Convert?

Great opportunities can come during times of market turbulence. For tax planning and especially for Roth conversions, now may be one of those opportunistic times.

The ability of taxpayers to move funds from a traditional IRA to a tax-free Roth IRA is one of the great underpinnings of our current tax code. Is NOW the right time to use Roth conversions to your advantage?

During this webinar, Alex Perny of Advanta IRA will discuss:

  • Details in the CARES Act that give taxpayers some very interesting abilities related to conversions, especially for individuals who need to take required minimum distributions (RMDs)
  • The basics of how and why to do a Roth conversion
  • Contemporary strategies that you can use in these turbulent times to benefit you greatly in the future
  • Any questions you have regarding the CARES Act and your retirement accounts
Webinar Details
Tuesday, May 5, 2020
12:00 pm – 1:30 pm ET

Login Information

You will receive an email from Scott Maurer with login information for this webinar. If you don’t receive this email, please check your SPAM folder or contact Advanta IRA at 800.425.0653

REGISTER TODAY

About the Presenter

Advanta IRA Alex PernyAlex Perny

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:
May 5
Time:
12:00 pm - 1:30 pm ET EDT
Cost:
FREE
Event Category:
Event Tags:
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Organizer

Advanta IRA
Phone:
800-425-0653
Email:
info@AdvantaIRA.com
Website:
https://www.advantaira.com/

Other

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

Roth IRA Conversions & the CARES Act—Is Now the Right Time to Convert?

Great opportunities can come during times of market turbulence. For tax planning and especially for Roth conversions, now may be one of those opportunistic times.

The ability of taxpayers to move funds from a traditional IRA to a tax-free Roth IRA is one of the great underpinnings of our current tax code. Is NOW the right time to use Roth conversions to your advantage?

During this webinar, Alex Perny of Advanta IRA will discuss:

  • Details in the CARES Act that give taxpayers some very interesting abilities related to conversions, especially for individuals who need to take required minimum distributions (RMDs)
  • The basics of how and why to do a Roth conversion
  • Contemporary strategies that you can use in these turbulent times to benefit you greatly in the future
  • Any questions you have regarding the CARES Act and your retirement accounts
Webinar Details
Tuesday, May 5, 2020
12:00 pm – 1:30 pm ET

Login Information

You will receive an email from Scott Maurer with login information for this webinar. If you don’t receive this email, please check your SPAM folder or contact Advanta IRA at 800.425.0653

REGISTER TODAY

About the Presenter

Advanta IRA Alex PernyAlex Perny

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.