- This event has passed.
Learn How to Invest in Cryptocurrency with an IRA
Investing in cryptocurrency with an IRA can be a very daunting task if you have never done so before. Even when you try to research on your own, the information can be overwhelming and confusing.
In this webinar, Advanta IRA’s Alex Perny and Clay Malcolm will review everything you need to know to get started investing in cryptocurrency.
They will cover:
- IRA-specific terms you need to be aware of.
- The actual tools and processes needed to make these investments with your IRA.
- The compelling tax benefits of investing in cryptocurrency with an IRA vs. using personal funds to invest.
If you have considered investing in cryptocurrency but weren’t sure how to get started, you won’t want to miss this webinar.
Tuesday, June 29, 2021
12-1 pm ET (9-10 am PT)
The link to join this event will be sent from Advanta IRA [email protected]. If you do not receive this email, please check your spam filter or call Advanta IRA for the link 800.425.0653.
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.
Alex Perny, CISP
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.