Webinar – SECURE Act 2.0 Update—2023 Mid-Year Impacts

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SECURE Act 2.0 Update—2023 Mid-Year Impacts

WEBINAR DETAILS

This webinar took place on 9/19/2023, but you can still watch it below. 

Contact Us with any questions.

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.

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:
September 19, 2023
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, Online

SECURE Act 2.0 Update—2023 Mid-Year Impacts

WEBINAR DETAILS

This webinar took place on 9/19/2023, but you can still watch it below. 

Contact Us with any questions.

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.

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.