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The Trifecta of IRA Tax Planning

July 25 @ 1:00 pm - 3:00 pm

Financial Toolbox Event: 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.
  • Qualified Longevity Annuity Contracts – 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 – 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.

*Registration Required.

Click here for more details and how to register.


July 25
1:00 pm - 3:00 pm
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Storen Financial Office
1120 W Oak St, Suite 200
Zionsville, IN 46077
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