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Small Business Retirement Plans & Tax-Saving Strategies
WEBINAR DETAILS
This webinar took place on 9/7/2023, but you can still watch it here.
Contact Us with any questions.
If you are self-employed or run a side business, then you need to be taking advantage of retirement plans that are especially suited to you. During this webinar, Alex Perny of Advanta IRA is going to dive into the types of small business retirement plans and cover the following topics:
- Understanding the differences between SEP IRAs and solo 401(k)s
- What contributions can be made prior to filing your taxes
- How contributions to certain plans impact your tax liability
- Supercharging your Roth contributions with a Roth 401(k)
- New Roth contribution options for SEP and SIMPLE IRAs
- SECURE ACT updates to solo 401k plans
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.
Small Business Retirement Plans & Tax-Saving Strategies
WEBINAR DETAILS
This webinar took place on 9/7/2023, but you can still watch it here.
Contact Us with any questions.
If you are self-employed or run a side business, then you need to be taking advantage of retirement plans that are especially suited to you. During this webinar, Alex Perny of Advanta IRA is going to dive into the types of small business retirement plans and cover the following topics:
- Understanding the differences between SEP IRAs and solo 401(k)s
- What contributions can be made prior to filing your taxes
- How contributions to certain plans impact your tax liability
- Supercharging your Roth contributions with a Roth 401(k)
- New Roth contribution options for SEP and SIMPLE IRAs
- SECURE ACT updates to solo 401k plans
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.
