by the Storen Team | Sep 20, 2021 | Businesses, Resources for Businesses, Retirement
How does the SECURE Act help small businesses? Passed in 2019, the Secure Act includes incentives in the form of tax credits for businesses to start a retirement plan. These credits can apply to a variety of retirement plans including 401(k)’s, SEP IRA’s and Simple...
by the Storen Team | Sep 8, 2021 | Case Studies, Financial Planning, Resources, Retirement, Stock Market
*Interested in reviewing this Storen Financial balance sheet? Contact us to schedule a consultation with one of our Financial Advisors! This Roth conversion plan reduced the RMD total by over $285k Q: How do you reduce your tax liability and maximize your investments...
by the Storen Team | Sep 1, 2021 | Financial Planning, Resources, Retirement
Being fully engaged helps pursue financial objectives We find that clients who are most successful at reaching their personal financial goals, are fully engaged in their financial plan and attend an annual financial review with their Storen Financial advisor. During...
by the Storen Team | May 12, 2021 | Ed Slott, Education, Financial Planning, Resources, Retirement, Stock Market, Taxes, Videos
Over 200+ joined us virtually to learn from Ed Slott! What an amazing turnout and fantastic program! We are grateful to have hosted over 200 clients and non-clients alike, for our virtual educational event, featuring IRA expert, Ed Slott. If you missed it, don’t...
by the Storen Team | May 11, 2021 | Ed Slott, Financial Planning, Resources, Retirement
Article from Ed Slott and Company, LLC When visiting the doctor, does he or she ask foundational questions to help determine your medical condition? Of course. “How are you feeling?” “Are you a smoker?” “What hurts?” Does the doctor take some basic measurements –...
by the Storen Team | May 10, 2021 | Financial Planning, Resources, Retirement, Stock Market
Did you know that there are approximately 5,000 indexes in the U.S. alone? This month I thought I’d give you some background on four of our major indices we follow… Dow Jones Industrial Average Dow Jones Industrial Average (DJIA) currently represents 30 major...
