Webinar – Take More Control of Your Solo 401(k)

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Take More Control of Your Solo 401(k)

Do you like to be in control? Do you want control of your retirement account? Control of your investments? If so, let us teach you about the Do Your Own (DYO) Solo 401(k).
Solo 401(k)s are specifically designed for the self-employed and/or small business owners. DYO Solo 401(k)s allow these individuals the ability to take total control of their retirement funds.
During this webinar, Advanta IRA’s Alex Perny will detail the following about DYO 401(k) accounts:

  • Who qualifies for the account
  • How to set up an account
  • The differences between a full-service solo 401(k) and a DYO solo 401(k)
  • How recordkeeping and IRS reporting work
  • How the DYO plan allows investors to structure deals at their discretion and in the time and place that works best for them
  • Plus, Alex answers your questions

If you have a Solo 401(k) and want more control of your account, or if you are a small business owner and want to learn more about opening a Solo 401(k) with checkbook control, you won’t want to miss this informative webinar.

Tuesday, March 2, 2021
12:00 pm – 1:00 pm ET (9-10 am PT)

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

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:
March 2
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
Website:
https://www.advantaira.com/

Other

Select an office location for this event
Tampa Bay, FL, Atlanta, GA

Take More Control of Your Solo 401(k)

Do you like to be in control? Do you want control of your retirement account? Control of your investments? If so, let us teach you about the Do Your Own (DYO) Solo 401(k).
Solo 401(k)s are specifically designed for the self-employed and/or small business owners. DYO Solo 401(k)s allow these individuals the ability to take total control of their retirement funds.
During this webinar, Advanta IRA’s Alex Perny will detail the following about DYO 401(k) accounts:

  • Who qualifies for the account
  • How to set up an account
  • The differences between a full-service solo 401(k) and a DYO solo 401(k)
  • How recordkeeping and IRS reporting work
  • How the DYO plan allows investors to structure deals at their discretion and in the time and place that works best for them
  • Plus, Alex answers your questions

If you have a Solo 401(k) and want more control of your account, or if you are a small business owner and want to learn more about opening a Solo 401(k) with checkbook control, you won’t want to miss this informative webinar.

Tuesday, March 2, 2021
12:00 pm – 1:00 pm ET (9-10 am PT)

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

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.