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SECURE Act 2.0 Update—2023 Mid-Year Impacts
The initial SECURE Act of 2020 created exciting changes to how we save for retirement and implemented new rules for certain IRAs as well as other regulatory changes. The SECURE Act 2.0, passed in late 2022, posed a new round of legislative changes supplementing the initial Act that you need to know.
This webinar provides a SECURE Act 2.0 update, covering how the implementation of this new legislation is affecting investors in such a short amount of time. You’ll learn the new rules, impacts on additional retirement plans, contributions, and more with Advanta IRA’s Alex Perny.
Reserve your spot today.
Webinar Details
Tuesday, September 19, 2023
12-1 pm ET (9-10 am PT)
Login Information
The link to join this event will be sent from Advanta IRA [email protected]. If you do not receive this email, please check your spam filter or call Advanta IRA for the link 800.425.0653.
REGISTER TODAY
About the Presenter
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.
SECURE Act 2.0 Update—2023 Mid-Year Impacts
The initial SECURE Act of 2020 created exciting changes to how we save for retirement and implemented new rules for certain IRAs as well as other regulatory changes. The SECURE Act 2.0, passed in late 2022, posed a new round of legislative changes supplementing the initial Act that you need to know.
This webinar provides a SECURE Act 2.0 update, covering how the implementation of this new legislation is affecting investors in such a short amount of time. You’ll learn the new rules, impacts on additional retirement plans, contributions, and more with Advanta IRA’s Alex Perny.
Reserve your spot today.
Webinar Details
Tuesday, September 19, 2023
12-1 pm ET (9-10 am PT)
Login Information
The link to join this event will be sent from Advanta IRA [email protected]. If you do not receive this email, please check your spam filter or call Advanta IRA for the link 800.425.0653.
REGISTER TODAY
About the Presenter
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.
