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How to Choose a Self-Employed Retirement Plan
WEBINAR DETAILS
This webinar took place on 6/1/2023, but you can still watch it below.
Contact Us with any questions.
Establishing a retirement plan does not have to be complicated.
If you own a business or are self-employed, you should be taking advantage of the retirement plans that are available to you. During this webinar, Alex Perny of Advanta IRA will discuss the types of self-employed retirement plans geared toward small businesses, outline key features, and cover the following topics:
- Understanding the differences between SEP IRAs and solo 401(k)s
- How the solo 401(k) gives you the largest possible contribution each year
- Supercharging your Roth contributions with a Roth 401(k)
- 401(k) plan options that Advanta IRA offers (including our new plan that includes IRS reporting)
- How the SECURE Act 2.0 impacts SEP and SIMPLE Roth IRAs
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.
How to Choose a Self-Employed Retirement Plan
WEBINAR DETAILS
This webinar took place on 6/1/2023, but you can still watch it below.
Contact Us with any questions.
Establishing a retirement plan does not have to be complicated.
If you own a business or are self-employed, you should be taking advantage of the retirement plans that are available to you. During this webinar, Alex Perny of Advanta IRA will discuss the types of self-employed retirement plans geared toward small businesses, outline key features, and cover the following topics:
- Understanding the differences between SEP IRAs and solo 401(k)s
- How the solo 401(k) gives you the largest possible contribution each year
- Supercharging your Roth contributions with a Roth 401(k)
- 401(k) plan options that Advanta IRA offers (including our new plan that includes IRS reporting)
- How the SECURE Act 2.0 impacts SEP and SIMPLE Roth IRAs
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.
