Learn More: How do Roth conversions fit into your long-term tax strategy?
Join us on Tuesday, May 19 for this complimentary event, where Storen Financial’s Investment team will discuss the potential benefits of Roth IRA conversions, their tax impact and their role in long-term financial planning. You will learn more about who is eligible, how to help maximize timing, tax consequences, regulatory rules, and much more. Whether you are looking to enhance your current plan or just want to gain a better understanding of Roth IRA conversions, this is the event to attend.
You’ll leave with…
- A better understanding of which accounts are eligible for Roth conversions
- Greater confidence to maximize tax savings through long-term planning
- Clarity on the rules and regulations of Roth conversions
Event Date and Registration Information:
Our small group format will leave plenty of time to answer any questions you might have. If you are unable to attend, contact us for more information or to schedule a time with one of our Investment Advisors to review your questions. Click here for contact information.
Event Date: Tuesday, May 19, 2026
Time: 2:00 pm – 3:30 pm
Location: Storen Financial conference room. Click here for directions.
Register: Click here to complete the registration form.
This Presentation is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The content of this Presentation is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Storen Legacy Partners does not intend the information in this Presentation to be investment advice, and the information presented in this Presentation should not be relied upon to make an investment decision. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed.
Storen Legacy Partners, (“Storen Legacy Partners”) is a registered investment adviser with the Securities and Exchange Commission providing investment advisory and financial planning services. Any reference to the terms “registered investment adviser” or “registered” does not imply that Storen Legacy Partners or any person associated with Storen Legacy Partners has achieved a certain level of skill or training. A copy of Storen Legacy Partners’ current written disclosure (ADV 2A Firm Brochure) discussing our advisory services and fees is available for your review upon request. Storen Legacy Partners, in addition to providing investment advisory and financial planning services, provides business consulting services. In connection with its business consulting services, Storen Legacy Partners does not provide tax or legal advice.
This material is proprietary and may not be reproduced, transferred, modified, or distributed in any form without prior written permission from Storen Legacy Partners. Storen Legacy Partners reserves the right, at any time and without notice, to amend, or cease publication of the information contained herein. Certain of the information contained herein has been obtained from third-party sources and has not been independently verified. It is made available on an “as is” basis without warranty. Any recommendations, projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.