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Tax-Smart Distribution Strategies for Retirement

September 12 @ 9:30 am - 11:30 am

Financial Toolbox Event: Moving from the saving phase into the retirement income phase introduces some very important decisions on when and how to generate the necessary money to support your lifestyle. It can also introduce significant risks. Storen Financial’s Investment Team will discuss safe withdrawal strategies you can utilize to address and eliminate these risks, focusing on tax-responsible ways to generate income from your portfolio in combination with Social Security and personal pensions. We will also discuss how Social Security benefits are taxed and the impact of retirement income on Medicare costs, as these factors will play a part in sustaining your retirement lifestyle. *Registration Required.

More details coming soon!


September 12
9:30 am - 11:30 am
Event Categories:


Storen Financial Office
1120 W Oak St, Suite 200
Zionsville, IN 46077