Over 200+ joined us virtually to learn from Ed Slott!

What an amazing turnout and fantastic program! We are grateful to have hosted over 200 clients and non-clients alike, for our virtual educational event, featuring IRA expert, Ed Slott. If you missed it, don’t worry, you can still watch it by accessing the recording below (for a limited time). Feel free to tune in again or watch it for the first time.

Hear about Ed’s 5-step plan for Defusing the Retirement Savings Time Bomb, where he shares his insight and immense knowledge on the following five topics:

  1. Time It Smartly
  2. SECURE It
  3. Roth It
  4. Insure It
  5. Avoid the Death-Tax Trap

Check out the recording below to learn how to go from “forever taxed to never taxed”! If you have any questions or would like to setup a complimentary financial review, contact us today.

Greg Storen has been a proud member of Ed Slott’s Master Elite Advisor Group for over 15 years. Ed Slott is the Nation’s leading IRA expert and guides financial advisors across the country in IRA laws.

 

Blog by Greg Storen, MBA – Financial Advisor, Senior Tax Professional

Learn more about Greg and the rest of the Storen Financial team here.