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IRA Application  Advanta IRA  Form

IRA Application Advanta IRA Form

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Instructions and help about advantaira login

alrighty everyone well I want to thank everyone first and foremost for joining with us today we are going to be covering the Roth conversion a very interesting strategy for moving pre-tax retirement dollars into post tax accounts so going from traditional to Roth that can offer some inherent benefits but definitely some drawbacks and some considerations that you need to be aware of before kind of jumping into this because this is one of those uh kind of tax planning things where once you do it there is no mechanism to undo it so once you ring the bell you can't unring it so today uh my name is Alex pernie I'm a bis excuse me business development specialist with advant Ira I've been doing the same thing since 2012 I kind of started my career in the operational side of things with actually uh investing client funds handling uh different aspects of day-to-day account management Investing For clients and then I moved over to my current role in about 2016 uh so if yo

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