by the Storen Team | Sep 12, 2024 | Case Studies, Medicare, Retirement, Social Security, Taxes
Opportunity to Lower IRMAA Fees When There is a Life Changing Event Oftentimes, new clients come to us after realizing they or a previous financial advisor missed a crucial action step that would have maximized their savings. One such situation recently occurred for a...
by the Storen Team | Aug 8, 2024 | Case Studies, Financial Planning, Resources, Retirement
Misinformation About QCDs Significantly Impacted Tax Situation Oftentimes, new clients come to us after realizing they or a previous financial advisor missed a crucial action step that would have significantly impacted their tax situation. One such example involved a...
by the Storen Team | Jun 11, 2024 | Case Studies, Financial Planning, Resources, Taxes
The Margin Loan – A Tax Strategy You May Have Missed Oftentimes, new clients come to us after realizing they or a previous financial advisor missed a crucial action step that would have maximized their tax savings. One such situation recently occurred for a client who...
by the Storen Team | May 16, 2024 | Case Studies, Financial Planning, Resources, Retirement
What is NUA? NUA (Net Unrealized Appreciation) is “the difference in value between the cost basis of company stock and its market value at the time it is distributed In Kind from a plan as part of a lump-sum distribution.” Typically, distributions from tax-deferred...
