by the Storen Team | Jul 10, 2024 | Financial Planning, Resources
Lock in Your Lifetime IRS Gift Tax Exemption to Pay Less Tax Are you planning on giving a substantial amount of money to someone you love? Whether helping a loved one with paying for a home, depositing money into a college account, or gifting them property, you’ll...
by the Storen Team | Jul 8, 2024 | Resources, Resources for Businesses, Retirement
What are the benefits of offering your employees a retirement plan? A recent 2022 survey reported that 60% of employees say their employer’s retirement benefits were an important reason for staying with their company, and 47% of workers believe a retirement plan is an...
by the Storen Team | Jul 5, 2024 | Businesses, Financial Planning, Resources, Retirement, Taxes, Videos
VIDEO: Click here to watch on YouTube. President and CEO Greg Storen shares information about our Financial Timeline resource. Join us as Communications Specialist, Kaylee Kriese, travels around the office in search of quick answers and helpful information from our...
by the Storen Team | Jul 2, 2024 | Businesses, Resources, Resources for Businesses, Retirement
An exit or transition plan should be included in your business strategy. Having a business strategy to succeed in a competitive business environment, regardless of the industry, is a smart thing to do. Part of that strategic plan should include how you, as an owner,...
by the Storen Team | Jun 26, 2024 | Ed Slott, Financial Planning, Resources, Retirement, Taxes
24/7 Access to Ed Slott’s Team of Experts For the last 20 years Greg Storen has been an active member of Ed Slott’s Elite IRA Advisor Group, an exclusive organization dedicated to the ongoing study and mastery of constantly changing and complex tax laws...
by the Storen Team | Jun 11, 2024 | Case Studies, Financial Planning, Resources, Taxes
The Margin Loan – A Tax Strategy You May Have Missed Oftentimes, new clients come to us after realizing they or a previous financial advisor missed a crucial action step that would have maximized their tax savings. One such situation recently occurred for a client who...
