Webinar – The SECURE Act 2.0—Facts You Need to Know

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The SECURE Act 2.0—Facts You Need to Know

Webinar Details

This webinar took place on 1/10/2023, but you can watch it below.

Contact Us with any questions.

As you may remember, the SECURE Act of 2020 changed how we save for retirement and impacted certain IRAs. Congress just passed a new round of legislation—The SECURE Act 2.0—that builds on the SECURE Act to make saving for retirement even easier. Alex Perny of Advanta IRA will discuss the following changes and updates:

  • Automatic enrollment of employees to qualified retirement plans
  • Early withdrawal provisions from retirement savings
  • Changes that impact part-time employees
  • Catch-up contributions
  • And more

The SECURE Act 2.0 legislation will affect everyone, from fortune 500 companies to self-employed individuals. During this comprehensive webinar, Alex will cover all the pertinent retirement plan changes and everything you need to know to stay informed and maximize your tax savings.

About the Presenter

Advanta IRA Alex PernyAlex Perny

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:
January 10, 2023
Time:
12:00 pm - 1:00 pm EST
Cost:
FREE
Event Category:
Event Tags:
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Venue

Online

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

The SECURE Act 2.0—Facts You Need to Know

Webinar Details

This webinar took place on 1/10/2023, but you can watch it below.

Contact Us with any questions.

As you may remember, the SECURE Act of 2020 changed how we save for retirement and impacted certain IRAs. Congress just passed a new round of legislation—The SECURE Act 2.0—that builds on the SECURE Act to make saving for retirement even easier. Alex Perny of Advanta IRA will discuss the following changes and updates:

  • Automatic enrollment of employees to qualified retirement plans
  • Early withdrawal provisions from retirement savings
  • Changes that impact part-time employees
  • Catch-up contributions
  • And more

The SECURE Act 2.0 legislation will affect everyone, from fortune 500 companies to self-employed individuals. During this comprehensive webinar, Alex will cover all the pertinent retirement plan changes and everything you need to know to stay informed and maximize your tax savings.

About the Presenter

Advanta IRA Alex PernyAlex Perny

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.