An Hour with Ed Slott, America’s IRA Expert

Join Storen Financial for an exclusive virtual event, featuring Ed Slott, American’s IRA Expert… One hour that could change your financial future!

May 11, 2021 | 4:30pm | Virtually via Zoom

Tune in to learn how Ed helps Americans keep more of their hard-earned money.

Learn from the best and gain insight on ways to enhance your retirement planning! Renowned Ed Slott is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable and entertaining advice. He will share his insight about changing your position from “Forever Taxed to Never Taxed.” Down-to-earth, informative and entertaining, Ed takes the mystery out of complicated tax concepts showing everyday Americans how to become tax savvy in planning for retirement and keep more of their hard-earned money.

Who is Ed Slott?

Ed has been named “The Best Source for IRA Advice” by The Wall Street Journal, and USA Today wrote, “It would be tough to find anyone who knows more about IRAs than CPA Slott.” As president and founder of Ed Slott and Company, LLC, the nation’s leading source of accurate, timely IRA expertise and analysis to financial advisors, institutions, consumers and media, he provides advanced training to financial professionals and answers to retirement savers’ most important questions. Click here to learn more.

Receive a complimentary copy of Ed’s new book!

Plus, by attending, you will receive a complimentary copy of Ed’s new book!

The “New Retirement Savings Time Bomb” shows you in clear-cut layman’s terms how to take back control over your retirement savings and your financial future. The ticking tax bomb is coming! But this easy-to-follow guide can help you avoid the latest traps set out by Congress and show you how to structure your retirement savings so you can have more, keep more and make it last, no matter what. Click here to learn more about this book.

Register TODAY for this Exclusive Virtual Event. One hour that could change your financial future!

Virtual Event | May 11th | 4:30pm

This event will be held via Zoom. Instructions on how to log on to this virtual Zoom event will be sent via email. Click here to learn more about Zoom. Click here to register for this event.

We encourage you to invite a friend who could benefit from this hour well spent!

Why Ed Slott?

For the last 15 years I’ve 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 my 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.

Ed Slott is not affiliated with Storen Financial and LPL.

How can we help?

At Storen Financial, we offer so much more than tax preparation and accounting services. We go beyond the numbers to provide our clients with financial planning, in-depth consulting, and year-round support. Looking for more info? Click below to learn more.

Frequently Asked Questions

How do I track my refund?

NEW! IRS2Go is the official mobile app of the IRS. Click here to learn more and as always, feel free to contact us with any questions you have.

Is there an age where Social Security is not taxed?

No, federal taxation of SS benefits is based on income level and not age. Anywhere from 0% to 85% of the SS benefit can be taxable based on how much other income a taxpayer is reporting. Note, Indiana does not tax anyone’s social security benefits. Click here to see more FAQs.

How are Indiana State and Local taxes calculated?

For new residents of Indiana, there is a learning curve on understanding State & Local taxes. Indiana has a flat rate for the State of 3.23%. So if you have $10,000 or $1,000,000 of taxable income, you are taxed at the same rate. In addition to this, each individual pays a county tax and each County can set their own tax rate. County rates range from .35% for Jefferson to 3.38% for Pulaski. There are a few exceptions to the rule, but an Indiana taxpayer is subject to County taxes based on where they lived on January 1st of the tax year. Click here to see more FAQs.

How much retirement income is taxed in Indiana?

Like a lot of other States, Indiana does not tax Social Security Benefits. Also, Indiana gives a full or partial deduction for pensions that originate from Railroad Retirement Board, Office of Personnel Management and Defense Finance and Accounting Service (Military Retirement). If one is not lucky enough to be receiving retirement from one of the listed entities, then your retirement income will be fully taxable to State and County. To keep from owing to Indiana on your Tax Return, please ask the Administrator if they will withhold State taxes on the benefits. If they do, then as a rule of thumb, we tell clients that 5% withholding will cover most taxpayers in the state. This covers both State and County rates. If someone knows that they live in a county with a rate greater than 1.7%, then take the percentage up to have withheld 6% or 7%. If the Administrator will not withhold State taxes, then Quarterly Estimates may need to be sent in. Like the Federal, Indiana can charge an Underpayment Penalty if more than $1,000 is owed at the end of the year.Click here to see more FAQs.

What do I bring to my tax appointment?

Get the full list of the items you need here in this checklist.

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