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This 2022 program will feature a unique look at recent changes in the tax laws and how it will impact your retirement.

Last year over 200+ joined us virtually to learn from Ed Slott! With such a great response we’ve decided to bring him back again this year for a unique look at recent changes in the tax laws and how this will impact your retirement.

This program will expand on last years event by featuring an in depth look at strategies for navigating these new tax rules.

Highlights include:

  • Coordinating your investment plan and tax strategy to minimize tax.
  • Roth IRA conversions – should you or shouldn’t you? Plus new Roth benefits under the latest tax law changes.
  • Creating a plan to reduce or eliminate the heavy taxes on distributions from IRAs, 401(k)s and other retirement savings, including Roth IRA conversions.
  • Plus much more (Click here to see all the details.)

 

Register Today!

May 17, 2022 | 4:30pm | Virtually via Zoom
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.