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Over 425+ registered to learn from America’s IRA Expert, Ed Slott!

What an amazing turnout and fantastic program! Not only did Ed provide some great information, but he kept us thoroughly entertained! We were happy to see so many clients and non-clients alike register for our virtual educational event to learn from Ed Slott, America’s IRA Expert. Navigating the distribution phase of life can be tricky with all of the tax laws and regulations, but having a plan is key. 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.

Here are a few key takeaways from Ed’s presentation:

  • Benefits of having a well thought out future plan
  • Tax free is always better
  • Understand the tax deferred and tax free difference
  • The Roth conversion strategy
  • Roth IRAs grow tax free and have no RMDs
  • The power of compounding
  • Permanent cash value life insurance as a tax free option
  • Secure income with annuities

Check out the recording below to learn how to go from “forever taxed to never taxed”! Please feel free to reach out to our team with any questions. (Click here for contact information or email Storen@storenfinancial.com).

For more than 17 years Greg Storen has been an active member of Ed Slott’s Elite IRA Advisor Group, an exclusive organization dedicated to the ongoing study and mastery of constantly changing and complex tax laws impacting your retirement savings. Ed and his team of IRA Experts are a valued part of our back-office team to help provide you with the latest strategies to help answer your toughest questions and avoid unnecessary taxes on your retirement.

Click here to learn more about our investment strategies.
Click here to learn more about Ed Slott. 

 

 

Blog by Greg Storen, MBA – Advisory Services Director, Senior Tax Accountant

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

Ed Slott is not affiliated with Storen Financial and LPL Financial.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.

This material contains only general descriptions and is not a solicitation to sell any insurance product or security, nor is it intended as any financial or tax advice. For information about specific insurance needs or situations, contact your insurance agent. This article is intended to assist in educating you about insurance generally and not to provide personal service. They may not take into account your personal characteristics such as budget, assets, risk tolerance, family situation or activities which may affect the type of insurance that would be right for you. In addition, state insurance laws and insurance underwriting rules may affect available coverage and its costs. Guarantees are based on the claims paying ability of the issuing company. If you need more information or would like personal advice you should consult an insurance professional. You may also visit your state’s insurance department for more information.

Riders are additional guarantee options that are available to an annuity or life insurance contract holder.  While some riders are part of an existing contract, many others may carry additional fees, charges and restrictions, and the policy holder should review their contract carefully before purchasing.  Guarantees are based on the claims paying ability of the issuing insurance company.