by the Storen Team | May 16, 2024 | Case Studies, Financial Planning, Resources, Retirement
What is NUA? NUA (Net Unrealized Appreciation) is “the difference in value between the cost basis of company stock and its market value at the time it is distributed In Kind from a plan as part of a lump-sum distribution.” Typically, distributions from tax-deferred...
by the Storen Team | May 13, 2024 | Ed Slott, Financial Planning, Resources, Retirement
Read what Andy Ives, CFP®, AIF®, & IRA Analyst, has to say in Ed Slott’s The Slott Report: We say in our training manuals that “the SECURE Act obliterates IRA trust planning.” That’s an aggressive word – “obliterates” – but it is accurate. We also shout from the...
by the Storen Team | May 9, 2024 | Businesses, Resources, Resources for Businesses, Taxes
Strategizing the Future and Analyzing the Past As a business owner, you know your business is constantly changing. You may be frequently asking yourself, “How is the current state of my business? Am I on track to meet my goals?” To effectively answer these...
by the Storen Team | May 6, 2024 | Financial Planning, How-to, Resources
VIDEO: Click here to watch on YouTube. Financial Assistant, Dani Hussung, walks you through how to build a family binder. In this video series, our team sits down with financial advisors, accountants, and business service specialists to discuss hot topics and more....
by the Storen Team | May 1, 2024 | Team News
We Had an Axe-citing Time! After flying through the busy tax season, the whole Storen Financial team celebrated by throwing axes through the air at Flying Squirrel Axe Throwing. With almost 4,000 returns completed this year, we took a break to enjoy a terrific night...
