by the Storen Team | May 9, 2019 | Resources, Retirement
Article from U.S. News & World Report HISTORICALLY LOW TAX rates make now an ideal time to convert traditional individual retirement accounts into Roth accounts. Financial planners and tax advisors are advising their clients to switch soon, to take advantage of...
by the Storen Team | May 9, 2019 | Education, Retirement
Blog by Greg Storen, MBA – Owner, Storen Financial “An investment in knowledge always pays the best interest.” Benjamin Franklin spoke these words over two hundred years ago and they have never been more true. I have always thirsted for education and personal growth...
by the Storen Team | Apr 11, 2019 | Resources, Retirement
Resource from Ed Slott and Company Life events may have altered your personal or financial situations since the inception of your retirement accounts. It is important to periodically check in with these accounts and ensure your beneficiaries are still accurate and up...
by the Storen Team | Apr 11, 2019 | Resources, Retirement
Resource from Ed Slott and Company 2019 has brought many changes, including an increase in Traditional and Roth IRA contribution limits. Luckily you do not have to keep track of retirement plan rules on your own. IRA guru Ed Slott has created a wealth of resources to...
by the Storen Team | Apr 11, 2019 | Resources, Retirement
How do you tell someone winter is over? You spring it on them! Spring is here and warmer days are ahead. This is a great time of year to do some spring-cleaning, not only of your home, but also of your finances! Take a moment this spring to check into your retirement...
by the Storen Team | Apr 2, 2019 | Resources, Taxes
Have you filed your 2018 return? Tax Day is quickly approaching and time is running out! Do not fret; if we prepared your 2017 return as a courtesy to you, we will automatically extend your return at no additional cost. By filing Form 4868 your time to file will be...
by the Storen Team | Feb 22, 2019 | Resources, Taxes
“What’s the maximum wage can I make before I get moved to the next tax bracket?” “What’s the maximum wage can I make before I get moved to the next tax bracket?” is a question our preparers get asked all the time. What many clients do not understand is The United...
by the Storen Team | Feb 20, 2019 | Financial Planning, Resources, Retirement, Taxes
Article from Ed Slott and Company What does the basic process entail? An income tax refund can be directly deposited to an IRA up to the annual contribution limit. The contribution limit is $5,500 ($6,500 for individuals age 50 or older) for 2017 and 2018. It can also...
by the Storen Team | Feb 20, 2019 | Resources, Taxes, Updates
Do not forget to bring your yearly 1099 documents to your 2018 tax appointment! These documents should be coming to you via USPS mail or can often be found online! All TD Ameritrade 1099s were issued on February 6th, 2019 and should also be available on...
by the Storen Team | Feb 13, 2019 | Team News
Article from the Zionsville Times Sentinel Owners and representatives of Zionsville businesses filled the ballroom at the Golf Club of Indiana Friday evening for Zionsville Chamber of Commerce’s annual banquet. Storen Financial was recognized as business of the year....
