by the Storen Team | Jan 1, 2023 | Resources, Tax FAQs
Here are a few answers to the frequently asked questions our team receives. Feel free to give us a call anytime if you have any other questions. Find answers to these questions below… What does it cost to have my taxes done? What information do I need to provide...
by the Storen Team | Jan 1, 2023 | Blog Content Library
Quickly find the information you need in our blog library of helpful tools, tips, and resources. If you have questions about anything, please contact us. Click the title to access each blog. Financial Planning and Investments • Video: What is a Roth? • Give the...
by the Storen Team | Dec 9, 2022 | Blog Content Library
Quickly find the information you need in our blog library of helpful tools, tips, and resources. If you have questions about anything, please contact us. Click the title to access each blog. Financial Planning and Investments • 7 Strategies for Your Year-end...
by the Storen Team | Dec 8, 2022 | Resources, Taxes
Tax regulation changes to pay attention to: Following the rapid-fire changes made in the middle of the 2020-2021 tax season, there haven’t been nearly as many regulation changes in 2022. However, with the upcoming seat changes in Congress, we expect a tax bill at the...
by the Storen Team | Dec 7, 2022 | Team News
A day filled with learning, fun, and flashing lights It’s that time of year again! The entire Storen Financial team gathered for a day of training and education. Our Investment, Tax, Business Services, Admin, HR, Technology, and Communications teams presented updates...
by the Storen Team | Dec 1, 2022 | Meet the Team
Christie Crockett, MBA, EA Tax Accountant Christie became a valued member of the Storen Financial team in December 2022, embarking on a new journey after a distinguished 34-year career in the pharmaceutical industry. Transitioning into the world of taxes, she brings a...
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...
