Storen Financial in the News…
Storen Financial, an established independent investment and accounting firm in the Indianapolis area, is excited to offer the local community the chance to learn from national IRA expert, Ed Slott, in an online virtual event. This complimentary event will take place on May 17th and feature a unique look at how taxes will impact retirement plans.
“Taxes will be the single biggest factor that separates people from their retirement dreams.” says Ed Slott.
Ed Slott is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. Ed has been named “The Best Source for IRA Advice” by The Wall Street Journal, and USA Today wrote, “It would be tough to find anyone who knows more about IRAs than CPA Slott.” As president and founder of Ed Slott and Company, LLC, the nation’s leading source of accurate, timely IRA expertise and analysis to financial advisors, institutions, consumers and media, he provides advanced training to financial professionals and answers to retirement savers’ most important questions.
“As one of the few members of Ed Slott’s Elite IRA Advisor Group in the Indianapolis area, we’re excited to be able to bring this opportunity to our clients and community,” says Greg Storen, Storen Financial owner and Advisory Services Director.
For the last 17 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 retirement savings. “Ed and his team of IRA Experts are a valued part of our back-office team helping to provide our clients with the latest strategies to answer their toughest questions and avoid unnecessary taxes on their retirement,” mentioned Storen.
Event highlights include coordinating investment plan and tax strategy to minimize tax, answering Roth IRA conversion questions, navigating newly enacted tax rules, and much more.
Click here for more information about this event or to register.
Ed Slott is not affiliated with Storen Financial and LPL Financial.
Blog by Greg Storen, MBA – Advisory Services Director, Senior Tax Accountant
Learn more about Greg and the rest of the Storen Financial team here.