by the Storen Team | Dec 19, 2019 | Financial Planning, Resources, Retirement
Blog by Greg Storen, MBA – Financial Advisor, Senior Tax Professional Hi Everyone! We have been providing you updates throughout the year in regards to the SECURE ACT and possible retirement plan changes it may bring. Well, it appears the Act will be passed before...
by the Storen Team | Dec 10, 2019 | Businesses, Resources for Businesses, Retirement
In your business you wear many hats and managing your company’s retirement plan can be stressful and time consuming. However, as a fiduciary it is your responsibility to make sure the plan has the right mix of investments as well as ensuring the participants...
by the Storen Team | Nov 26, 2019 | Resources, Retirement, Updates
We are reaching out to our valued clients to advise them of several retirement plan issues you may or may not be aware of… All Dow/Corteva employees will need to check their 401K contribution amounts All Corteva employees will need to check their 401K...
by the Storen Team | Nov 21, 2019 | Financial Planning, Retirement, Stock Market, Updates
Blog by Greg Storen, MBA – Financial Advisor, Senior Tax Professional Some of you may have heard Charles Schwab is bidding to acquire TD Ameritrade for $26 Billion. This deal is not completed and only a bid to purchase. We wanted to reach out to our clients and make...
by the Storen Team | Nov 8, 2019 | Financial Planning, Resources, Retirement, Taxes
Blog by Greg Storen, MBA – Financial Advisor, Senior Tax Professional It’s the time of year when leaves are falling, crisp air and tax planning! That is right, tax planning. We all need to take a few minutes and review our finances for 2019 and part of...
by the Storen Team | Oct 10, 2019 | Retirement, Team News
Members of Ed Slott’s Master Elite IRA Advisor GroupSM Studied Latest Retirement Account Planning Strategies, Estate Planning Techniques and Tax Laws at Semiannual Workshop Greg Storen completed the semiannual training with America’s IRA Experts at Ed Slott and...
