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.