Urgent Updates on IRA Legislation with Alex Perny
Episode description
The tax reform that's supposed to affect only the rich will have negative consequences on the retirement accounts of millions of people. Dive into this episode as Alex Perny goes through the highest points of the proposed legislation.
Key takeaways to listen for
- Is this tax bill coming after Roth IRA Conversions?
- Investments that your IRA won't be able to make
- How this bill will affect middle-class people
Resources in this episode
- Summary of the proposed tax provisions released by the House Ways and Means Committee
- Contact your representatives in the Congress
- Contact your representatives in the Senate
- A sample letter you may find useful in drafting your own letter or email to your representatives
- To see the full version of the resources above, click here.
About Alex Perny
Since 2012, Alex Perny has dedicated his time at Advanta to helping clients realize their goals of growing their retirement funds by investing in alternative assets through tax-sheltered accounts. When Alex started working at Advanta IRA, he worked directly with clients processing their investments. Through the years, his role has evolved, and now Alex leverages his experience to educate clients who want to invest in alternative assets by self-directing their accounts.
Connect with Alex
Website: www.advantaira.com
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