Webinar – Tax Tips—Know the Benefits of Your Tax-Advantaged Accounts

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Tax Tips—Know the Benefits of Your Tax-Advantaged Accounts

Do you have a 401(k) or an IRA? Is your IRA a Roth or Traditional? What’s the difference? Does it matter?

If you want to make the most of your tax-advantaged retirement accounts, it is important to know what they do for you and when you need to take action to maximize their benefits.

Join Clay Malcolm of Advanta IRA for a review of the key characteristics of the accounts that you have or may want to open and use. 401(k)s are different from IRAs. Traditional IRAs and Roth IRAs are different. And HSAs are different than all of the above. Tax day is right around the corner, so this is a great time to take inventory and know what you have—or what you need!

This webinar took place on 3/23/2021, but you can still download it and learn about tax advantaged accounts. Fill out the form to the right to download this webinar.

Contact Us with any questions.

DOWNLOAD WEBINAR

About the Presenter

Clay Malcolm, CISP

Clay has been in the self-directed IRA and 401(k) industry since 2011, both as an educator and investor. He combines his 20+ years of education experience and his expertise in self-directed account strategies to educate clients, CPAs, CFPs, and real estate professionals throughout the county on the benefits of self-direction. Clay holds the designation of Certified IRA Services Professional (CISP) and has served on the American Bankers Association IRA steering committee. He received his Bachelor of Science degree in Communications from Northwestern University and is also a life-long golfer and avid hiker.

Tax Tips—Know the Benefits of Your Tax-Advantaged Accounts

Do you have a 401(k) or an IRA? Is your IRA a Roth or Traditional? What’s the difference? Does it matter?

If you want to make the most of your tax-advantaged retirement accounts, it is important to know what they do for you and when you need to take action to maximize their benefits.

Join Clay Malcolm of Advanta IRA for a review of the key characteristics of the accounts that you have or may want to open and use. 401(k)s are different from IRAs. Traditional IRAs and Roth IRAs are different. And HSAs are different than all of the above. Tax day is right around the corner, so this is a great time to take inventory and know what you have—or what you need!

This webinar took place on 3/23/2021, but you can still download it and learn about tax advantaged accounts. Fill out the form to the right to download this webinar.

Contact Us with any questions.

DOWNLOAD WEBINAR

About the Presenter

Clay Malcolm, CISP

Clay has been in the self-directed IRA and 401(k) industry since 2011, both as an educator and investor. He combines his 20+ years of education experience and his expertise in self-directed account strategies to educate clients, CPAs, CFPs, and real estate professionals throughout the county on the benefits of self-direction. Clay holds the designation of Certified IRA Services Professional (CISP) and has served on the American Bankers Association IRA steering committee. He received his Bachelor of Science degree in Communications from Northwestern University and is also a life-long golfer and avid hiker.