by the Storen Team | Apr 11, 2019 | Resources, Retirement
How do you tell someone winter is over? You spring it on them! Spring is here and warmer days are ahead. This is a great time of year to do some spring-cleaning, not only of your home, but also of your finances! Take a moment this spring to check into your retirement...
by the Storen Team | Apr 2, 2019 | Resources, Taxes
Have you filed your 2018 return? Tax Day is quickly approaching and time is running out! Do not fret; if we prepared your 2017 return as a courtesy to you, we will automatically extend your return at no additional cost. By filing Form 4868 your time to file will be...
by the Storen Team | Feb 22, 2019 | Resources, Taxes
“What’s the maximum wage can I make before I get moved to the next tax bracket?” “What’s the maximum wage can I make before I get moved to the next tax bracket?” is a question our preparers get asked all the time. What many clients do not understand is The United...
by the Storen Team | Feb 20, 2019 | Financial Planning, Resources, Retirement, Taxes
Article from Ed Slott and Company What does the basic process entail? An income tax refund can be directly deposited to an IRA up to the annual contribution limit. The contribution limit is $5,500 ($6,500 for individuals age 50 or older) for 2017 and 2018. It can also...
by the Storen Team | Feb 20, 2019 | Resources, Taxes, Updates
Do not forget to bring your yearly 1099 documents to your 2018 tax appointment! These documents should be coming to you via USPS mail or can often be found online! All TD Ameritrade 1099s were issued on February 6th, 2019 and should also be available on...
