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...
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?...
by the Storen Team | Mar 30, 2022 | Community, Ed Slott, Education, Events, Financial Planning, Retirement, Taxes, Videos
VIDEO: Click here to watch on YouTube. 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...
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
Read what Andy Ives, IRA Analyst, has to say about common Roth conversion misconceptions. 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...
