Webinar – Solo 401(k)s & IRAs for Small Businesses

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Solo 401(k)s & IRAs for Small Businesses

This webinar took place on 5/7/2024, but you can watch it below.

Contact Us with any questions.

If you’re running a small business, working as a sole proprietor, or managing a side hustle, understanding your retirement savings options is crucial. Join Larissa Greene of Advanta IRA in a straightforward webinar that breaks down the key differences between solo 401(k) plans, SEP IRAs, and SIMPLE IRAs. All are employer retirement plans designed with small business owners in mind, and you can self-direct them if you want to use alternative investments to build retirement wealth.

Larissa covers:

  • Which plans allow employees
  • How regular contributions and catch-up contributions work
  • Which plans allow employers to make contributions as an employee and employer
  • Alternative investment opportunities for all plans

Learn how these employer retirement plans can offer significant savings and investment opportunities for small business owners aiming to secure their retirement.

About the Presenter

Larissa GreeneLarissa Greene, CISP Business Development Specialist

Larissa Greene is the Director of Education and a member of the business development team at. She holds the prestigious Certified IRA Services Professional (CISP) designation from the American Bankers Association. She has been educating investors and teaching continuing education classes for CPAs, real estate agents, and attorneys since 2011.

In her time with Advanta IRA, Larissa has seen IRA holders invest in common alternative assets like real estate, precious metals, cryptocurrency, and start-ups to more unique investments like racehorses, cattle, movie projects, sports teams, airplanes, and crypts.

Details

Date:
May 7
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

Solo 401(k)s & IRAs for Small Businesses

This webinar took place on 5/7/2024, but you can watch it below.

Contact Us with any questions.

If you’re running a small business, working as a sole proprietor, or managing a side hustle, understanding your retirement savings options is crucial. Join Larissa Greene of Advanta IRA in a straightforward webinar that breaks down the key differences between solo 401(k) plans, SEP IRAs, and SIMPLE IRAs. All are employer retirement plans designed with small business owners in mind, and you can self-direct them if you want to use alternative investments to build retirement wealth.

Larissa covers:

  • Which plans allow employees
  • How regular contributions and catch-up contributions work
  • Which plans allow employers to make contributions as an employee and employer
  • Alternative investment opportunities for all plans

Learn how these employer retirement plans can offer significant savings and investment opportunities for small business owners aiming to secure their retirement.

About the Presenter

Larissa GreeneLarissa Greene, CISP Business Development Specialist

Larissa Greene is the Director of Education and a member of the business development team at. She holds the prestigious Certified IRA Services Professional (CISP) designation from the American Bankers Association. She has been educating investors and teaching continuing education classes for CPAs, real estate agents, and attorneys since 2011.

In her time with Advanta IRA, Larissa has seen IRA holders invest in common alternative assets like real estate, precious metals, cryptocurrency, and start-ups to more unique investments like racehorses, cattle, movie projects, sports teams, airplanes, and crypts.