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Roth conversion during a down market

by the Storen Team | May 20, 2022 | Financial Planning, Resources, Retirement, Stock Market

“Here’s why a Roth individual retirement account conversion may pay off in a down market” Article from cnbc.com Soaring inflation, interest rate hikes and the war in Ukraine have sparked ongoing stock market volatility. But there may be a bright spot: the...

Ed Slott Event Recap and Recording

by the Storen Team | May 18, 2022 | Ed Slott, Education, Events, Financial Planning, Resources, Retirement

Over 425+ registered to learn from America’s IRA Expert, Ed Slott! What an amazing turnout and fantastic program! Not only did Ed provide some great information, but he kept us thoroughly entertained! We were happy to see so many clients and non-clients alike...

3 Ways Employer-Sponsored Retirement Options Boost Retention

by the Storen Team | Apr 7, 2022 | Businesses, Resources for Businesses, Retirement

As the Great Resignation continues to impact companies across the country, employers are working harder than ever to retain talent. While competitive salaries and health insurance benefits are obvious first steps for many businesses looking to retain their people,...

Storen Financial Brings National IRA Expert, Ed Slott, to the Indianapolis Area in a Complimentary Virtual Event

by the Storen Team | Apr 5, 2022 | Ed Slott, Education, Events, Financial Planning, Retirement, Taxes, Team News

Storen Financial in the News… Storen Financial, an established independent investment and accounting firm in the Indianapolis area, is excited to offer the local community the chance to learn from national IRA expert, Ed Slott, in an online virtual event. This...

New RMD Tables and Strategies for 2022

by the Storen Team | Mar 31, 2022 | Financial Planning, Resources, Retirement

During this time of year, we’re all focused on minimizing your tax liabilities as well as completing your tax return. But did you know that we can take our years of tax expertise and apply that to your retirement plan? Will your RMDs cause you to pay more tax?...

We’re bringing Ed Slott back!

by the Storen Team | Mar 30, 2022 | Community, Ed Slott, Education, Events, Financial Planning, Retirement, Taxes

This 2022 program will feature a unique look at recent changes in the tax laws and how it will impact your retirement. Last year over 200+ joined us virtually to learn from Ed Slott! With such a great response we’ve decided to bring him back again this year for a...
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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.

Contact:

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. 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 Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CO, FL, IA, IL, IN, KY, MD, MI, NC, OK, OR, TN & TX.