Webinar – How to Choose a Self-Employed Retirement Plan

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How to Choose a Self-Employed Retirement Plan

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

Register today to learn more and discover which self-employed retirement plan is best for you.

Webinar Details

Thursday, June 1, 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

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:
June 1
Time:
12:00 pm - 1:00 pm EDT
Cost:
FREE
Event Category:
Event Tags:
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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

How to Choose a Self-Employed Retirement Plan

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

Register today to learn more and discover which self-employed retirement plan is best for you.

Webinar Details

Thursday, June 1, 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

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.