by the Storen Team | Apr 7, 2022 | Businesses, Resources for Businesses, Retirement
As the Great Resignation continues to impact companies across the country, employers are working harder than ever to retain talent. While competitive salaries and health insurance benefits are obvious first steps for many businesses looking to retain their people,...
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
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 bring him back again this year for a...
by the Storen Team | Mar 10, 2022 | Financial Planning, Resources, Retirement
Selecting a Trusted Financial Services Partner Financial decisions are oftentimes complex and overwhelming. It’s no secret that a knowledgeable advisor can help by simplifying tax rules and outlining investment strategies that support your financial goals. But when it...
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...
