by the Storen Team | Nov 21, 2019 | Financial Planning, Retirement, Stock Market, Updates
Blog by Greg Storen, MBA – Financial Advisor, Senior Tax Professional Some of you may have heard Charles Schwab is bidding to acquire TD Ameritrade for $26 Billion. This deal is not completed and only a bid to purchase. We wanted to reach out to our clients and make...
by the Storen Team | Nov 20, 2019 | Financial Planning, Resources, Taxes
Blog by Rob Dukes – Finance Administrator, Admin Team Lead This is a common question we get from clients, and the requirements may surprise you. The “Gift Tax” is actually a misnomer for the vast majority of taxpayers. The gift tax obligation is limited to...
by the Storen Team | Nov 8, 2019 | Financial Planning, Resources, Retirement, Taxes
Blog by Greg Storen, MBA – Financial Advisor, Senior Tax Professional It’s the time of year when leaves are falling, crisp air and tax planning! That is right, tax planning. We all need to take a few minutes and review our finances for 2019 and part of...
by the Storen Team | Oct 8, 2019 | Financial Planning, Resources, Retirement
Blog by Brian Biggs, CPA – Storen Financial Fall is just beginning and it may seem early for yearend financial planning but don’t procrastinate on planning ideas. Investors need to give themselves and their advisor time to consider if an idea would be helpful and then...
by the Storen Team | Aug 6, 2019 | Financial Planning, Resources
With children heading back to school soon, it’s time to get serious about saving money for education after high school (or Indiana K-12 tuition). It’s never too late to start, and Indiana offers a great state tax benefit on contributions into an Indiana529 Direct...
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...
