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Learn more: Three Important Strategies for Tax-Qualified Dollars

Join us for this complimentary event on July 25th, where Storen Financial’s Investment team will educate on these three important actions you can take with your tax-qualified (IRA) monies to affect your current and future tax situations:

  • Roth conversions – Pay tax today to allow money to grow on a tax-free basis moving forward, ultimately giving you the flexibility in retirement to control your annual bill. Our advisors can then pull money from different “buckets” with the goal of minimizing the taxability on your Social Security benefits, amounts paid on Medicare premiums, and amounts required for RMDs.
  • Qualified Longevity Annuity Contracts (QLAC) – Move up to $200k of your IRA dollars into a specific type of annuity contract which allows you to delay required distributions until age 85 instead of 73. This will reduce your required taxable income, thereby sheltering more assets to pass on to loved ones or use for increased healthcare costs as you age.
  • Qualified Charitable Distributions (QCD) – Make your charitable donations directly from your IRA by utilizing your required annual distributions. This enables you to give more while never paying taxes on these dollars.


Event Date and Registration Information:

Our small group format will leave plenty of time to answer any questions you might have. Our event is limited to the first 20 who register. If you are unable to attend, contact us to be added to the waiting list, or schedule a time with one of our investment advisors to review your questions. Click here for contact information.

Event Date: Thursday, July 25, 2024
Time: 1:00 pm
Location: Storen Financial conference room. Click here for directions.
Register: Click here to complete the registration form.


Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. In addition, if you are required to take a required minimum distribution (RMD) in the year you convert, you must do so before converting to a Roth IRA.

Deferred Income Annuity contracts are irrevocable, have no cash surrender value and no withdrawals are permitted prior to the income start date. Annuity guarantees are subject to the claims-paying ability of the issuing insurance company.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.