Webinar – Small Business Retirement Plans & Tax-Saving Strategies

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Small Business Retirement Plans & Tax-Saving Strategies

WEBINAR DETAILS

This webinar took place on 9/7/2023, but you can watch it below. 

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

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:
September 7, 2023
Time:
12:00 pm - 1:00 pm EDT
Cost:
FREE
Event Category:
Event Tags:
,

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

Small Business Retirement Plans & Tax-Saving Strategies

WEBINAR DETAILS

This webinar took place on 9/7/2023, but you can watch it below. 

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

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.