
The Trifecta of Tax Planning – May 22
Thursday, May 22, 2025 (9:30 AM - 11:30 AM) (EDT)
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/
Storen Financial
1120 W. Oak Street Ste 200
Zionsville, IN 46077 United States
1120 W. Oak Street Ste 200
Zionsville, IN 46077 United States
Thursday, May 22, 2025 (9:30 AM - 11:30 AM)
(EDT)
2
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