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...
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...
by the Storen Team | Oct 1, 2022 | Meet the Team
Chelsea Brown Tax Operations Director Chelsea joined the Storen Financial team in October 2022 as the Administrative Manager and has quickly made a significant impact, having transitioned into the role of Tax Operations Director. In this vital position, she is...
by the Storen Team | Sep 21, 2022 | Financial Planning, Helpful Links, How-to, Resources
*This blog was updated on 4/19/23. Charles Schwab has announced that the TD Ameritrade transition is planned for Labor Day weekend 2023. In preparation for this transition, it is imperative to ensure that you have access to AdvisorClient.com and have updated your...
by the Storen Team | Sep 20, 2022 | Medicare, Resources, Videos
VIDEO: Click here to watch on YouTube. Open enrollment starts October 15th! Watch the recording of this virtual event where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, walks you through the Medicare process, enrollment guidelines and addresses...
