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Tax Free? Yes, Please! Backdoor Roth IRAs & Mega Roth 401(k)s
WEBINAR DETAILS
This webinar took place on 5/9/2023, but you can still watch it here.
Contact Us with any questions.
Typical IRAs and 401(k)s offer pre-tax contributions, but their distributions in retirement are taxed. How would you like to take tax-free distributions when you retire? You can if you understand how backdoor Roth IRAs and mega Roth 401(k)s work.
During this webinar, Advanta IRA’s Larissa Greene will cover the following:
- How to use a backdoor Roth IRA to get tax free distributions in retirement—even if you don’t qualify to contribute to a typical Roth plan.
- How the mega Roth 401(k) allows post-tax contributions—and tax-free distributions.
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.
Tax Free? Yes, Please! Backdoor Roth IRAs & Mega Roth 401(k)s
WEBINAR DETAILS
This webinar took place on 5/9/2023, but you can still watch it here.
Contact Us with any questions.
Typical IRAs and 401(k)s offer pre-tax contributions, but their distributions in retirement are taxed. How would you like to take tax-free distributions when you retire? You can if you understand how backdoor Roth IRAs and mega Roth 401(k)s work.
During this webinar, Advanta IRA’s Larissa Greene will cover the following:
- How to use a backdoor Roth IRA to get tax free distributions in retirement—even if you don’t qualify to contribute to a typical Roth plan.
- How the mega Roth 401(k) allows post-tax contributions—and tax-free distributions.
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.
