24/7 Access to Ed Slott’s Team of Experts
For the last 20 years Greg Storen has 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. As a member of this exclusive group, our team is immediately notified of changes to the tax code and updates on retirement planning. We also have 24/7 access to Ed Slott’s team of experts and their extensive resource library. His team is a valued part of our back-office, as they help us provide you with the latest strategies to answer your toughest questions with the goal to avoid unnecessary taxes on your retirement. (Click here to learn more about Ed Slott.)
Not only does our team have access to these resources, but ongoing training through semiannual IRA workshops, webinars and one-on-one training on specific topics of interest by their team who specialize in these areas. This training allows our team to stay ahead of law changes as well as provide a unified education for all of our Storen team members.
How This Partnership Benefits Clients
Thanks to our partnership with Ed Slott’s elite team, our advisors are able to pinpoint the tax-saving strategies that other advisors may miss. Just recently, two clients almost missed a great tax-saving opportunity when attempting to move assets from an Employee Stock Ownership Plan to a non-qualified joint account. After meeting with four other advisors before coming to us, they were surprised to learn about a specific and little-known strategy called a NUA transaction. This strategy wound up saving them thousands in taxes. (Click here to learn more about these clients’ experiences.)
It’s exactly these types of situations that our partnership with Ed Slott’s Elite IRA Advisor Group prepares us for. When you work with us, you work with a team of professionals who continue to study tax laws impacting retirement planning, have access to the latest resources and keep an exclusive team of tax Experts in our back pockets. In other words, our team helps you reduce risks and keep more of your hard-earned retirement dollars.
Have questions? Or interested in meeting with our Storen Advisory team? Click here to contact us now. Or click here to learn more about our Financial Planning Investment Services.
Ed Slott’s New Book: The Retirement Savings Time Bomb Ticks Louder
Don’t miss this! Ed Slott’s new book is available June 11, 2024. This new book is a complete action plan to help you make sure your 401(k)s, IRAs, and retirement savings aren’t depleted by taxes by the time you need to use them. Click here for more details.
Blog by Greg Storen, MBA – President/CEO, Advisory Services Director
Learn more about Greg and the rest of the Storen Financial team here.
Ed Slott is not affiliated with LPL Financial and Storen Financial and Brass Tax Wealth Management.