by the Storen Team | Nov 13, 2022 | Ed Slott, Financial Planning, Resources
Take advantage of beneficial retirement account breaks. As December nears, many of us are hopefully starting to prepare for the upcoming tax season, especially those in the thick of retirement planning. If you’ve been busy with other end-of-the-year festivities, there...
by the Storen Team | Nov 11, 2022 | Data Security, Resources
How sending one quick email becomes a dangerous game In a technology-based world, exchanging information has become normal and often necessary, but many people have found that with this convenience comes the dangers of hacking and identity fraud. For this reason, we...
by the Storen Team | Nov 7, 2022 | Financial Planning, Resources
Have a 529 plan? These recent changes may apply to you. Article from Indiana529 Direct Savings Plan Indiana taxpayers may receive a state income tax credit equal to 20% of their contributions to a Indiana529 account, up to $1,000 per year ($500 for married filing...
by the Storen Team | Nov 3, 2022 | Ed Slott, Financial Planning, Resources, Retirement
Read what Guest IRA Expert Natalie Choate, Esq. Wellesley, MA, has to say in Ed Slott’s IRA Advisor: The qualified charitable distribution (QCD) is an understandably-popular tax saving device available to older IRA owners. Created by Section 408(d)(8) of the tax...
by the Storen Team | Oct 26, 2022 | Community, Resources, Team News, Videos
VIDEO: Click here to watch on YouTube. We’re excited to share our new welcome video! We’re excited to share our new welcome video and give you a look inside Storen Financial. Learn more about our team approach and core values. Follow along with the...
