- This event has passed.
How a Solo 401(k) Plan Works for Small Businesses
This webinar took place on 11/28/2023, but you can watch it below.
Contact Us with any questions.
If you’re a small business owner, a sole proprietor, or have a side job—you don’t want to miss this webinar. Larissa Greene of Advanta IRA explains how a solo 401(k) plan works. These accounts allow small business owners big saving and investment opportunities to build wealth for retirement.
Key topics:
- Solo 401(k) plan contribution limits and types of contributions
- Deadline to establish plan for 2023 contributions to count on taxes
- Eligibility requirements
- Options for checkbook control
- Loans to participants
- Roth 401k(s)
About the Presenter
Larissa Greene, CISP
Larissa, a proud graduate of the University of South Florida, worked in the real estate field prior to bringing her skills to Advanta IRA in 2011. She has filled many roles as she has learned the business and holds the prestigious designation of Certified IRA Services Professional (CISP). In her current role, Larissa holds various interactive seminars, webinars and networking events to teach clients and investors about self-directed IRAs. When Larissa is not attending one of her many professional business groups, she can be found rehabbing antiques, crocheting, or enjoying her family’s company.
How a Solo 401(k) Plan Works for Small Businesses
This webinar took place on 11/28/2023, but you can watch it below.
Contact Us with any questions.
If you’re a small business owner, a sole proprietor, or have a side job—you don’t want to miss this webinar. Larissa Greene of Advanta IRA explains how a solo 401(k) plan works. These accounts allow small business owners big saving and investment opportunities to build wealth for retirement.
Key topics:
- Solo 401(k) plan contribution limits and types of contributions
- Deadline to establish plan for 2023 contributions to count on taxes
- Eligibility requirements
- Options for checkbook control
- Loans to participants
- Roth 401k(s)
About the Presenter
Larissa Greene, CISP
Larissa, a proud graduate of the University of South Florida, worked in the real estate field prior to bringing her skills to Advanta IRA in 2011. She has filled many roles as she has learned the business and holds the prestigious designation of Certified IRA Services Professional (CISP). In her current role, Larissa holds various interactive seminars, webinars and networking events to teach clients and investors about self-directed IRAs. When Larissa is not attending one of her many professional business groups, she can be found rehabbing antiques, crocheting, or enjoying her family’s company.
