Event: The Trifecta of IRA Tax Planning

Schedule

Thu Jul 25 2024 at 01:00 pm to 03:00 pm

UTC-04:00

Location

1120 W Oak St, Suite 200, Zionsville, IN, United States, Indiana 46077 | Zionsville, IN

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Join us for this complimentary, client-only event Storen Financial's 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 conversion, Qualified Longevity Annuity Contracts, and Qualified Charitable Distributions.
Class is limited to 15 participants.
Click here to learn more: https://storenfinancial.com/event-the-trifecta-of-tax-planning-july-25/
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Where is it happening?

1120 W Oak St, Suite 200, Zionsville, IN, United States, Indiana 46077

Event Location & Nearby Stays:

Storen Financial

Host or Publisher Storen Financial

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