Webinar – Tax Tips—Maximize Your Retirement Contributions

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Tax Tips—Maximize Your Retirement Contributions

Have you maximized your deductible contributions for 2020? Not sure?

During this webinar, Alex Perny and Corey Daharsh of Advanta IRA will review the following:

  • Contribution limits and deadlines that you need to be aware of to maximize your deductions.
  • Tax-saving strategies for small business owners and the self-employed— don’t leave up to 57,000 or more in deductions on the table!
  • Changes to the tax codes that impact your accounts and your tax bill

With a few short weeks left until Tax Day, don’t miss this webinar to make sure you don’t pay a dollar more in taxes than you absolutely need to!

This webinar took place on 3/30/2021, but you can still download it and learn tax tips to help maximize your contributions. Fill out the form to the right to download this webinar.

Contact Us with any questions.

DOWNLOAD WEBINAR

About the Presenters

Alex Perny, CISP

Advanta IRA Alex PernyAlex 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.

Corey Daharsh, CISPAdvanta IRA Corey Daharsh

Born and raised in central Florida, Corey is a 2014 graduate of the University of South Florida. Having earned a Bachelor’s degree in Business Management, he worked in the finance and banking industry for several years at both large and small institutions before joining Advanta IRA. Corey holds the designation of Certified IRA Services Professional (CISP) and delivers exceptional service and self-directed expertise. Corey has a zest for everything outdoors and enjoys staying active by kayaking, hiking, and any other outdoor adventures he can take on with his wife and dogs. Corey and his wife recently traded in Florida flip-flops for Carolina Mountain tops by moving to Asheville, NC. There Corey continues to deliver impeccable customer service as a Business Development Specialist focused on educating investors on the power of self-directed accounts in the Carolina/Tennessee region.

Details

Date:
March 30
Time:
12:00 pm - 1:00 pm ET EDT
Cost:
FREE
Event Category:
Event Tags:
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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

Tax Tips—Maximize Your Retirement Contributions

Have you maximized your deductible contributions for 2020? Not sure?

During this webinar, Alex Perny and Corey Daharsh of Advanta IRA will review the following:

  • Contribution limits and deadlines that you need to be aware of to maximize your deductions.
  • Tax-saving strategies for small business owners and the self-employed— don’t leave up to 57,000 or more in deductions on the table!
  • Changes to the tax codes that impact your accounts and your tax bill

With a few short weeks left until Tax Day, don’t miss this webinar to make sure you don’t pay a dollar more in taxes than you absolutely need to!

This webinar took place on 3/30/2021, but you can still download it and learn tax tips to help maximize your contributions. Fill out the form to the right to download this webinar.

Contact Us with any questions.

DOWNLOAD WEBINAR

About the Presenters

Alex Perny, CISP

Advanta IRA Alex PernyAlex 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.

Corey Daharsh, CISPAdvanta IRA Corey Daharsh

Born and raised in central Florida, Corey is a 2014 graduate of the University of South Florida. Having earned a Bachelor’s degree in Business Management, he worked in the finance and banking industry for several years at both large and small institutions before joining Advanta IRA. Corey holds the designation of Certified IRA Services Professional (CISP) and delivers exceptional service and self-directed expertise. Corey has a zest for everything outdoors and enjoys staying active by kayaking, hiking, and any other outdoor adventures he can take on with his wife and dogs. Corey and his wife recently traded in Florida flip-flops for Carolina Mountain tops by moving to Asheville, NC. There Corey continues to deliver impeccable customer service as a Business Development Specialist focused on educating investors on the power of self-directed accounts in the Carolina/Tennessee region.