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Roth IRA Conversion Strategies
Have you ever wondered why there is so much buzz around Roth IRAs, 401(k)s, and Roth conversions? Advanta IRA’s Alex Perny hosts this webinar to share strategies from the IRS’ playbook to create tax-free revenue streams.
Alex will explore the intricacies of how these different IRA accounts are structured, funded, and established so that you can take control of your tax-free financial future.
The deadline for making a Roth conversion is December 31st. Register for this webinar today so don’t miss out on a potential tax-saving opportunity.
Webinar Details
Thursday, November 10, 2022
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
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.
Roth IRA Conversion Strategies
Have you ever wondered why there is so much buzz around Roth IRAs, 401(k)s, and Roth conversions? Advanta IRA’s Alex Perny hosts this webinar to share strategies from the IRS’ playbook to create tax-free revenue streams.
Alex will explore the intricacies of how these different IRA accounts are structured, funded, and established so that you can take control of your tax-free financial future.
The deadline for making a Roth conversion is December 31st. Register for this webinar today so don’t miss out on a potential tax-saving opportunity.
Webinar Details
Thursday, November 10, 2022
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
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.
