Seminar: The World of Tax Free Investing with a Roth IRA (Tampa)

Loading Events

« All Events

  • This event has passed.

advanta sdira lunch and learn eventHave you ever wondered about why everyone (your CPA, your financial advisor, and your friend who knows everything about everything) talks about the Roth IRA, Roth 401k and converting funds to Roth IRAs? That is because the IRS is giving you a playbook on how to create completely TAX FREE revenue streams!!!


In this free lunch seminar, we will explore the intricacies of how these different Roth accounts are structured, funded, and established, so that you can take control of your tax free financial future. We will conclude with some case studies on how you can put your tax-free Roth account to work when investing in real estate and other alternative assets. It’s one thing to have a Roth account, but how you invest those funds is critical to increasing your tax free wealth!

This course will be hosted by our expert presenter Alex Perny, who has years of experience in the practical application of these strategies.

Register now!


July 13, 2018
12:00 pm - 1:30 pm
Event Category:
Event Tags:
, , , , , ,


Advanta IRA


Select an office location for this event
Tampa, FL