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...
by the Storen Team | Oct 11, 2022 | Education, Events, Financial Planning
Are you prepared for an emergency? In the case of an emergency or unexpected death, are you prepared for your loved ones to deal with your affairs without having to rummage through desk drawers to locate information? Being organized when an emergency strikes eases the...
by the Storen Team | Oct 7, 2022 | Businesses, Resources, Resources for Businesses, Taxes
Business Tax Transcripts For those businesses looking to access their online IRS accounts, many have discovered they can’t access their tax information online at all. When asked about this, the FAQ page of the IRS responds, “IRS plans to develop an online account for...
