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2023 Year-End Financial Checklist

by the Storen Team | Dec 4, 2023 | Ed Slott, Financial Planning, Resources, Retirement

Ed Slott’s Elite IRA Advisor Group “2023 Year-End Financial Checklist” It is important for you to take an active role in your retirement planning. Life changes and events happen that require you to update your tax and estate plans. Use the...

5 HSA Rules You Need to Know

by the Storen Team | Jul 6, 2023 | Ed Slott, Financial Planning, Resources

Read what Sarah Brenner, JD, Director of Retirement Education, has to say in Ed Slott’s The Slott Report: Health Savings Accounts (HSAs) are rapidly growing in both size and in number. These accounts offer deductible contributions and tax-free distributions for...

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

by the Storen Team | May 18, 2023 | 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, President and Advisory Services Director of Storen Financial, completed his...

Listen: Greg Storen Shares His Investment Philosophy

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

VIDEO: Click here to watch on YouTube. 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...

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...
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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.

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

Storen@StorenFinancial.com

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Please note our office is wheelchair accessible.

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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. Registration as an investment advisor does not imply any level of skill or training. 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 representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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