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Ed Slott’s New Book Launch Party

by the Storen Team | Feb 25, 2021 | Events, Financial Planning, Resources, Retirement

“The New Retirement Savings Time Bomb” As you may know, I am 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 impacting your...

IRA Resolutions to Act on in 2021

by the Storen Team | Feb 9, 2021 | Financial Planning, Resources, Retirement

Article from Ed Slott and Company, LLC A new year brings a fresh start, and after 2020, we need that more than ever. You probably have a few resolutions for 2021. When making your list of goals for the new year, don’t overlook your IRA. Here are a few suggestions for...

IRS offers unprecedented relief for some IRA owners!

by the Storen Team | Jun 29, 2020 | Resources, Retirement

Hot off the press from IRA expert, Ed Slott’s office: IRS released IRS Notice 2020-51 which extended the deadline to August 31, 2020 to return any unwanted 2020 RMDs. Unprecedented Relief! ALL unwanted RMDs taken in 2020 can now be returned – rolled over – back to an...

CARES Act Includes Special Relief for IRA’s and Company Retirement Plans

by the Storen Team | Apr 6, 2020 | Resources, Retirement, Taxes

I have important information to share from a webinar I recently attended, led by IRA expert, Ed Slott (IRAhelp.com). He shared valuable updates in regards to 2020 IRA and Company Retirement Plans. Please view my quick notes below, and do not hesitate to email me with...

Financial Fitness Check Up – #3 – Spring Cleaning

by the Storen Team | Apr 2, 2020 | Financial Fitness, Financial Planning, Resources, Retirement

Spring is in the air and it’s not only a great time to tackle those seasonal cleaning chores, but to also review where you stand financially. Free credit reports are available for you to take stock of your standing and uncovering potential issues. Here at Storen...

Financial Fitness Check Up – #2

by the Storen Team | Mar 4, 2020 | Financial Fitness, Financial Planning, Resources, Retirement

As we continue along the monthly process of improving our financial health I introduced in last month’s blog (Click here to read), we move toward cleanup, organization and simplification of our financial accounts. Monthly Project Recap: January – Set your...
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Storen Financial

Brownsburg Office:

660 Patrick Place
Brownsburg, Indiana 46112
Phone: 317.852.7000
Fax: 317.852.7070

Zionsville Office:

1120 W Oak St, Suite 200
Zionsville, Indiana 46077
Phone: 317.733.1000
Fax: 317.344.0903

Contact Info:

Toll-Free: 1.877.STOREN1
Storen@StorenFinancial.com

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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.