by the Storen Team | Mar 9, 2022 | Financial Planning, Resources, Retirement
Why roll over? When you roll over a retirement plan, you generally don’t pay tax on it until you withdraw it from the new plan. By completing a trustee-to-trustee transfer to your IRA, you’re saving for your future and your money continues to grow tax-deferred. You...
by the Storen Team | Feb 9, 2022 | Financial Planning, Resources, Retirement, Stock Market
A long-term perspective helps us deal with these dramatic short-term declines. We wanted to briefly address the current market volatility and put today’s markets in perspective. Let’s begin by taking a quick look at 2021 year ending numbers. The Dow Jones ended...
by the Storen Team | Jan 27, 2022 | Ed Slott, Financial Planning, Resources, Retirement
Article from Ed Slott and Company, LLC As Roth IRA conversions become more popular, questions and misconceptions abound. In no particular order, here are a dozen Roth IRA conversion facts to be aware of: 1. Anyone with an IRA can do a Roth conversion. There are no...
by the Storen Team | Nov 7, 2021 | Financial Planning, Resources, Retirement
Here is a list of items to keep in mind as the year winds down It may seem early for year-end 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 have...
by the Storen Team | Nov 3, 2021 | Ed Slott, Education, Financial Planning, Retirement
Members of Ed Slott’s Master Elite IRA Advisor GroupSM Attend Semiannual Virtual Workshop and Learn About Future Threats to Retirement Accounts Greg Storen of Storen Financial completed his semiannual training with America’s IRA Experts at Ed Slott and Company, LLC by...
by the Storen Team | Oct 3, 2021 | Education, Financial Planning, Resources, Retirement
Takeaway from the Morningstar Investment Conference While at the Morningstar Investment Conference in Chicago recently, I attended a session that discussed important aspects of enjoying a successful retirement. The information is based on retirement research done by...
