by the Storen Team | Dec 19, 2019 | Financial Planning, Resources, Retirement
Blog by Greg Storen, MBA – Financial Advisor, Senior Tax Professional Hi Everyone! We have been providing you updates throughout the year in regards to the SECURE ACT and possible retirement plan changes it may bring. Well, it appears the Act will be passed before...
by the Storen Team | Dec 4, 2019 | Financial Planning, Resources
Blog by Brian Biggs, CPA – Storen Financial Our CollegeChoice 529 Rep visited our office recently and these were the top tips and tricks that we came away with from that meeting… 1. Distributions for k-12 or college can come out of the same account and...
by the Storen Team | Dec 4, 2019 | Financial Planning, Resources
Blog by Greg Storen, MBA – Financial Advisor, Senior Tax Professional Achieving a Better Life Experience (ABLE) accounts, created in 2014 by congress, are tax-free accounts designed to provide a source of revenue for individuals with disabilities. The dollars...
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...
