by the Storen Team | Mar 9, 2022 | Financial Planning, Resources, Retirement
Why roll over? When you roll over a retirement plan, you generally don’t pay tax on it until you withdraw it from the new plan. By completing a trustee-to-trustee transfer to your IRA, you’re saving for your future and your money continues to grow tax-deferred. You...
by the Storen Team | Mar 8, 2022 | Community, Team News
Kim and Greg accepted the award at the Boone County Chamber of Commerce Annual Awards Banquet. Our team celebrated together at “A Night Under The Stars”, an evening sponsored by the Boone County Chamber of Commerce. The special event was hosted at the beautiful...
by the Storen Team | Feb 22, 2022 | Medicare, Resources, Videos
VIDEO: Click here to watch on YouTube. General enrollment is available through March 31st. Watch the recording of this virtual event where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, walks you through the Medicare process, general enrollment...
by the Storen Team | Feb 9, 2022 | Financial Planning, Resources, Retirement, Stock Market
A long-term perspective helps us deal with these dramatic short-term declines. We wanted to briefly address the current market volatility and put today’s markets in perspective. Let’s begin by taking a quick look at 2021 year ending numbers. The Dow Jones ended...
by the Storen Team | Feb 8, 2022 | Businesses, QuickBooks, Resources for Businesses
How-to reconcile credit card processor service fees One of the most common struggles plaguing business owners and bookkeepers alike is reconciling deposits when the credit card processor deducts the service fee from each transaction. This causes the deposit amount and...
by the Storen Team | Feb 2, 2022 | Businesses, Resources, Resources for Businesses, Taxes
Diving deeper into complex tax law changes Last month, the Storen Financial tax team completed a three-day training session led by tax team lead Kim Storen. Over the course of this training, we focused on collaboration of processes, new tax law updates, forms and...
by the Storen Team | Feb 1, 2022 | Medicare, Resources
Options for signing up for Medicare Our goal is to help clients understand what options they have when it comes to Medicare, as well as help them understand how their benefits work. Below is information about how to sign up for Medicare… If you already get...
by the Storen Team | Jan 27, 2022 | Ed Slott, Financial Planning, Resources, Retirement
Read what Andy Ives, IRA Analyst, has to say about common Roth conversion misconceptions. Article from Ed Slott and Company, LLC As Roth IRA conversions become more popular, questions and misconceptions abound. In no particular order, here are a dozen Roth IRA...
by the Storen Team | Jan 20, 2022 | Storen Interns, Team News, Updates
Our 2021 fall intern recaps his Storen Financial experience Each year Storen Financial hosts multiple interns in many different roles within our organization. Bryce joined our team for the fall of 2021. Here’s his story… Bryce Miller IUPUI – Biomedical...
by the Storen Team | Jan 14, 2022 | Resources, Taxes
National Taxpayer Advocate delivers Annual Report to Congress; focuses on taxpayer impact of processing and refund delays “National Taxpayer Advocate Erin M. Collins today released her 2021 Annual Report to Congress, calling calendar year 2021 “the most...
