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Key 2020 Dates, Deadlines & Contribution Limits You Need to Know
As we approach the end of 2020, you are probably starting to put together your ‘to do’ list so you don’t miss important deadlines and dates for your business. But, what about your retirement and other tax-advantaged accounts? Have you thought about the upcoming deadlines that will help you make sure you maximize your contributions, deductions, and retirement account benefits?
During this webinar, Larissa Greene of Advanta IRA will review the following:
- Important deadlines for tax-advantaged accounts—Traditional, Roth, SEP, and SIMPLE IRAs, HSAs, ESA, and Solo 401(k)
- Roth conversion deadlines
- Account contribution limits
- Impact of CARES Act legislation
Don’t miss this webinar to learn more!
Thursday, October 1, 2020
12:00 pm – 1:00 pm ET
Login Information
You will receive an email from Scott Maurer with login information for this webinar. If you don’t receive this email, please check your SPAM folder or contact Advanta IRA at 800.425.0653
REGISTER TODAY
About the Presenter
Larissa Greene
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.
Key 2020 Dates, Deadlines & Contribution Limits You Need to Know
As we approach the end of 2020, you are probably starting to put together your ‘to do’ list so you don’t miss important deadlines and dates for your business. But, what about your retirement and other tax-advantaged accounts? Have you thought about the upcoming deadlines that will help you make sure you maximize your contributions, deductions, and retirement account benefits?
During this webinar, Larissa Greene of Advanta IRA will review the following:
- Important deadlines for tax-advantaged accounts—Traditional, Roth, SEP, and SIMPLE IRAs, HSAs, ESA, and Solo 401(k)
- Roth conversion deadlines
- Account contribution limits
- Impact of CARES Act legislation
Don’t miss this webinar to learn more!
Thursday, October 1, 2020
12:00 pm – 1:00 pm ET
Login Information
You will receive an email from Scott Maurer with login information for this webinar. If you don’t receive this email, please check your SPAM folder or contact Advanta IRA at 800.425.0653
REGISTER TODAY
About the Presenter
Larissa Greene
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.
