- This event has passed.
Year-End Tax-Savings Strategies: Solo 401(K)s
Are you self-employed? Are you maximizing your 401(k) contributions? If you don’t have a solo 401(k), you may be leaving money on the table. Solo 401(k)s are a great way for you to save thousands on your taxes while adding thousands to your retirement account.
During the simulcast, Larissa Greene of Advanta IRA will cover:
- If you qualify for a Solo 401(k)
- How to set up your Solo 401(k)
- Contribution Limits and Critical Deadlines
Eligible for Advanta U Credit – Elective
This webinar has passed, but you can download the webinar and learn how to set up and self-direct Solo 401(k)s.
Fill out the form to the right to download the webinar. Contact Us with any questions.
Click here to download to presentation slides.
Simulcast Details:
Date: Friday, October 18th, 2019
DOWNLOAD THIS WEBINAR
About the Presenter
Larissa Greene
Larissa began working with Advanta IRA in 2011. She has filled many roles as she has learned the business and holds the prestigious designation of Certified IRA Services Professional (CISP). In her current role, Larissa holds various interactive seminars, webinars and networking events to teach clients and investors about self-directed IRAs.
Year-End Tax-Savings Strategies: Solo 401(K)s
Are you self-employed? Are you maximizing your 401(k) contributions? If you don’t have a solo 401(k), you may be leaving money on the table. Solo 401(k)s are a great way for you to save thousands on your taxes while adding thousands to your retirement account.
During the simulcast, Larissa Greene of Advanta IRA will cover:
- If you qualify for a Solo 401(k)
- How to set up your Solo 401(k)
- Contribution Limits and Critical Deadlines
Eligible for Advanta U Credit – Elective
This webinar has passed, but you can download the webinar and learn how to set up and self-direct Solo 401(k)s.
Fill out the form to the right to download the webinar. Contact Us with any questions.
Click here to download to presentation slides.
Simulcast Details:
Date: Friday, October 18th, 2019
DOWNLOAD THIS WEBINAR
About the Presenter
Larissa Greene
Larissa began working with Advanta IRA in 2011. She has filled many roles as she has learned the business and holds the prestigious designation of Certified IRA Services Professional (CISP). In her current role, Larissa holds various interactive seminars, webinars and networking events to teach clients and investors about self-directed IRAs.
