Webinar – Roth Conversion Strategies

Loading Events

« All Events

  • This event has passed.

Roth Conversion Strategies

Have you ever wondered why there is so much buzz around Roth IRAs, 401(k)s, and Roth conversions? Advanta IRA’s Alex Perny hosts this webinar to share strategies from the IRS’ playbook to create tax-free revenue streams.

Alex will explore the intricacies of how these different IRA accounts are structured, funded, and established so that you can take control of your tax-free financial future.

The deadline for making a Roth conversion is December 31st. Register for this webinar today so don’t miss out on a potential tax-saving opportunity.

Webinar Details

Tuesday, November 9, 2021
12-1 pm ET (9-10 am PT)

Login Information

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.

REGISTER TODAY

About the Presenter

Advanta IRA Alex PernyAlex 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.

Details

Date:
November 9
Time:
12:00 pm - 1:00 pm ET EST
Cost:
FREE
Event Category:
Event Tags:
, , , , ,

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

Roth Conversion Strategies

Have you ever wondered why there is so much buzz around Roth IRAs, 401(k)s, and Roth conversions? Advanta IRA’s Alex Perny hosts this webinar to share strategies from the IRS’ playbook to create tax-free revenue streams.

Alex will explore the intricacies of how these different IRA accounts are structured, funded, and established so that you can take control of your tax-free financial future.

The deadline for making a Roth conversion is December 31st. Register for this webinar today so don’t miss out on a potential tax-saving opportunity.

Webinar Details

Tuesday, November 9, 2021
12-1 pm ET (9-10 am PT)

Login Information

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.

REGISTER TODAY

About the Presenter

Advanta IRA Alex PernyAlex 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.