Webinar – Which Retirement Account Is Best for You?

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Which Retirement Account Is Best for You?

From traditional IRAs, Roth, SEP, and SIMPLE IRAs to solo 401(k)s…there are many self-directed retirement plans you can choose from. All of these accounts can invest in real estate and other alternative assets, but you need to understand which account is right for you.

During this webinar, Scott Maurer and Shay Thomas of Advanta IRA will cover the basics of the different retirement plans. Contributions limits and tax treatment of each plan vary greatly, so you need to understand what your options are—especially for self-employed individuals!

Webinar Details

This webinar took place on 12/13/2022, but you can still watch it here.

Contact Us with any questions.

About the Presenters

Advanta IRA Scott Maurer, JD, CISPScott Maurer, JD, CISP

Scott is an attorney and a graduate of the University of Florida Law School. Scott started his career with Advanta IRA in 2006. His experience with various investment types and their unique processes makes him an invaluable asset. Scott holds the designation of Certified IRA Services Professional (CISP) and leads engaging seminars and webinars that educate the public on the intricacies of self-directed IRAs. Outside of work, Scott is an avid Tampa Bay Lightning and Tottenham Hotspur fan and loves to spend time with his family.

 

Shay Thomas

Originally from the Bronx, Shay and his family moved to the Atlanta area when he was ten years old. He graduated from Georgia State University with a degree in psychology in 2017. Shay started his career working in software sales for an appraisal management company. While a career in sales was never on his radar, his natural curiosity and desire to help people achieve their goals led him to Advanta IRA as a Business Development Specialist. In his spare time, he enjoys watching basketball, spending time with family and friends, trying out new restaurants, and exploring Atlanta.

Details

Date:
December 13, 2022
Time:
12:00 pm - 1:00 pm EST
Cost:
FREE
Event Category:
Event Tags:
, , , , ,

Venue

Online Webinar
United States

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

Which Retirement Account Is Best for You?

From traditional IRAs, Roth, SEP, and SIMPLE IRAs to solo 401(k)s…there are many self-directed retirement plans you can choose from. All of these accounts can invest in real estate and other alternative assets, but you need to understand which account is right for you.

During this webinar, Scott Maurer and Shay Thomas of Advanta IRA will cover the basics of the different retirement plans. Contributions limits and tax treatment of each plan vary greatly, so you need to understand what your options are—especially for self-employed individuals!

Webinar Details

This webinar took place on 12/13/2022, but you can still watch it here.

Contact Us with any questions.

About the Presenters

Advanta IRA Scott Maurer, JD, CISPScott Maurer, JD, CISP

Scott is an attorney and a graduate of the University of Florida Law School. Scott started his career with Advanta IRA in 2006. His experience with various investment types and their unique processes makes him an invaluable asset. Scott holds the designation of Certified IRA Services Professional (CISP) and leads engaging seminars and webinars that educate the public on the intricacies of self-directed IRAs. Outside of work, Scott is an avid Tampa Bay Lightning and Tottenham Hotspur fan and loves to spend time with his family.

 

Shay Thomas

Originally from the Bronx, Shay and his family moved to the Atlanta area when he was ten years old. He graduated from Georgia State University with a degree in psychology in 2017. Shay started his career working in software sales for an appraisal management company. While a career in sales was never on his radar, his natural curiosity and desire to help people achieve their goals led him to Advanta IRA as a Business Development Specialist. In his spare time, he enjoys watching basketball, spending time with family and friends, trying out new restaurants, and exploring Atlanta.