317.852.7000 Storen@StorenFinancial.com
Storen Financial
  • About Us
    • Our Story
    • Meet Our Team
    • Careers
  • Services
    • All Services
    • Financial Planning & Investments
    • Tax Planning & Preparation
      • Tax Season Resources
    • Business Services
      • Training Programs
    • Medicare Advisory Services
  • Learn More
    • Read Our Blog
    • News & Resources
    • Educational Seminars & Events
    • Forms & FAQs
  • Client Info
    • Client Information
    • Client Portal Login
    • Pay Your Taxes
    • More Login Options
  • Contact Us
    • Contact Info & Directions
    • Office Hours
  • BrokerCheck
Select Page

Listen: Greg Storen Shares His Investment Philosophy

by the Storen Team | Feb 2, 2023 | Ed Slott, Financial Planning, Resources, Retirement, Videos

New audio from Greg Storen Greg Storen, President and Advisory Services Director, sits down to discuss how the Storen Financial financial planning process and philosophy impact our clients’ investment portfolios. Our goal is to minimize tax in order to help them...

SECURE Act: Significant Changes to Retirement Account Rules

by the Storen Team | Jan 6, 2023 | Ed Slott, Financial Planning, Resources, Resources for Businesses, Retirement

Article from Ed Slott and Company, LLC – Sarah Brenner, JD, Director of Retirement Education This holiday season Congress has given us SECURE 2.0. With no time to spare to avoid a government shutdown, they passed the $1.7 trillion Consolidated Appropriations Act...

7 Strategies for Your Year-End Planning

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...

10 Ways to Ruin a Qualified Charitable Distribution

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...

Team Attends Ed Slott Training Workshop

by the Storen Team | Aug 11, 2022 | Ed Slott, Education, Team News

Ed Slott’s Instant IRA Success Exclusive 2-Day IRA Workshop For Financial Advisors Recently several of our team members attended Ed Slott’s Instant IRA Success Exclusive 2-Day IRA Workshop For Financial Advisors in Nashville, TN. Not only did most of our investment...

Greg Storen Completes Advanced Training from America’s IRA Experts at Ed Slott and Company, LLC

by the Storen Team | Jul 1, 2022 | Ed Slott, Education, Financial Planning, Retirement, Team News

Members of Ed Slott’s Master Elite IRA Advisor GroupSM Attend Semiannual Workshop on the Latest Retirement Account Planning Strategies, Estate Planning Techniques and Tax Laws Greg Storen of Storen Financial completed his semiannual training with America’s IRA Experts...
« Older Entries

Searching for more news/blogs?

Blog Categories

  • Blog Content Library
  • Business Coaching
  • Businesses
  • Careers with Storen
  • Community
  • Data Security
  • Ed Slott
  • Education
  • Events
  • Financial Fitness
  • Financial Planning
  • Forms
  • Helpful Links
  • How-to
  • Medicare
  • Meet the Team
  • QuickBooks
  • Resources
  • Resources for Businesses
  • Retirement
  • Social Security
  • Stock Market
  • Storen Interns
  • Tax FAQs
  • Taxes
  • Team News
  • Updates
  • Videos

Have questions?

Click here to contact us or give us a call now 317.852.7000!

Storen Financial

About:

Storen Financial is an established independent investment and accounting firm in the Indianapolis area, headquartered in Zionsville, serving clients in 43 states.

Contact:

1120 W Oak St, Suite 200
Zionsville, Indiana 46077
General:  317.852.7000
Investment:  317.733.1000

Storen@StorenFinancial.com

Follow:

Please note our office is wheelchair accessible.

  • Home
  • About Us
  • Team
  • Careers
  • Services
  • News
  • Events
  • Contact Us
  • Client Login
  • BrokerCheck
Professionals associated with Storen Financial may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA /SIPC, and offer investment advice through Brass Tax Wealth Management, a registered investment advisor; or (2) solely tax professionals of Storen Tax & Financial Group Inc., and not affiliated with LPL Financial. Tax/accounting/CPA related services offered through Storen Tax & Financial Group Inc. DBA Storen Financial. Storen Tax & Financial Group Inc. is separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax/accounting/CPA related services. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CO, FL, IA, IL, IN, KY, MD, MI, NC, OK, OR, TN & TX.