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Year-End Tax-Savings Strategies Roth Conversions
Have you ever wondered about why everyone talks about the Roth IRA, 401(k) and Roth conversions? That is because the IRS is giving us a playbook to create completely TAX-FREE revenue streams!!! This webinar will explore the intricacies of how the various Roth accounts are structured, funded, and established so that you can take control of your tax-free financial future.
This webinar will be hosted by our expert presenter, Alex Perny, who has years of experience in the practical application of these strategies.
This webinar has passed, but you can download the webinar and learn the the benefits of a Roth IRA and how you can self-direct yours to build wealth for retirement.
Fill out the form to the right to download the webinar. Contact Us with any questions.
Webinar Details
DATE: Friday, October 11th, 2019
TIME: 12:00 pm – 1:00 pm ET
DOWNLOAD THIS WEBINAR
About the Presenter
Alex Perny, CISP
Alex has worked with Advanta IRA since 2012. As a Business Development Specialist, he spends his time educating and empowering clients and future clients on the benefits of self-directed IRAs, that help them take control of their retirement accounts.
Year-End Tax-Savings Strategies Roth Conversions
Have you ever wondered about why everyone talks about the Roth IRA, 401(k) and Roth conversions? That is because the IRS is giving us a playbook to create completely TAX-FREE revenue streams!!! This webinar will explore the intricacies of how the various Roth accounts are structured, funded, and established so that you can take control of your tax-free financial future.
This webinar will be hosted by our expert presenter, Alex Perny, who has years of experience in the practical application of these strategies.
This webinar has passed, but you can download the webinar and learn the the benefits of a Roth IRA and how you can self-direct yours to build wealth for retirement.
Fill out the form to the right to download the webinar. Contact Us with any questions.
Webinar Details
DATE: Friday, October 11th, 2019
TIME: 12:00 pm – 1:00 pm ET
DOWNLOAD THIS WEBINAR
About the Presenter
Alex Perny, CISP
Alex has worked with Advanta IRA since 2012. As a Business Development Specialist, he spends his time educating and empowering clients and future clients on the benefits of self-directed IRAs, that help them take control of their retirement accounts.
