The Trifecta of Tax Planning – May 22

Description

Join Storen Financial for this complimentary event on May 22nd, where their 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, Qualified Longevity Annuity Contracts (QLACs), and Qualified Charitable Distributions (QCDs).

Please explore more here: https://storenfinancial.com/event/the-trifecta-of-ira-tax-planning/