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...
by the Storen Team | Oct 28, 2018 | Financial Planning, Resources, Retirement
Article by Greg Storen, CEO and Advisory Services Director, published in The Street: Retirement Daily A client recently walked into my office and placed his existing 401(k) statement on my desk. He looked at me, pointed to the document and asked, “Can I bombproof my...
by the Storen Team | Oct 10, 2018 | Financial Planning, Updates
At Storen Financial, we want to take advantage of the economic resources and expertise offered by some of the largest financial players in the US and around the world. We participated in calls delivered by JP Morgan Chase, American Funds, Blackrock and LPL Financial....
