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Understanding the Tax Implications of Retirement Planning

by the Storen Team | Oct 17, 2022 | Financial Planning, Resources, Retirement, Stock Market, Taxes

Your Advisor Can Help with Your Long-term Strategy Between layoffs, falling stock prices and a possible recession brewing, media headlines are scary right now. It may seem tempting to cash out or make quick decisions to protect your financial assets, but remembering...

What is the Bucket Approach Retirement Strategy?

by the Storen Team | Jul 21, 2022 | Financial Planning, Resources, Retirement, Stock Market

Why A Bucket Strategy Makes Sense for Retirees Pioneered by renowned financial planning expert, Harold Evensky, the Now, Soon, Later Approach is an asset allocation strategy that guides our qualified advisors in determining how we invest our clients’ assets. Our...

Roth conversion during a down market

by the Storen Team | May 20, 2022 | Financial Planning, Resources, Retirement, Stock Market

“Here’s why a Roth individual retirement account conversion may pay off in a down market” Article from cnbc.com Soaring inflation, interest rate hikes and the war in Ukraine have sparked ongoing stock market volatility. But there may be a bright spot: the...

2022 Stock Market Volatility

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...

Case Study: The Power of Roth Conversions to Reduce RMDs

by the Storen Team | Sep 8, 2021 | 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...

Video: Trucking Industry Insights with Chris Coleman

by the Storen Team | Jun 5, 2021 | Resources, Stock Market, Videos

Interview with trucking industry expert Chris Coleman Curious about what is going on the trucking industry? Please tune in to this short video, as Portfolio Analyst Assistant Matt Wilson interviews trucking industry expert Chris Coleman. You will hear insightful...
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Storen Financial

About:

Storen Financial is an established independent investment and accounting firm in the Indianapolis area, headquartered in Zionsville, serving clients in 43 states.

Contact:

1120 W Oak St, Suite 200
Zionsville, Indiana 46077
General:  317.852.7000
Investment:  317.733.1000

Storen@StorenFinancial.com

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Please note our office is wheelchair accessible.

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Professionals associated with Storen Financial may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA /SIPC, and offer investment advice through Brass Tax Wealth Management, a registered investment advisor; or (2) solely tax professionals of Storen Tax & Financial Group Inc., and not affiliated with LPL Financial. Tax/accounting/CPA related services offered through Storen Tax & Financial Group Inc. DBA Storen Financial. Storen Tax & Financial Group Inc. is separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax/accounting/CPA related services. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CO, FL, IA, IL, IN, KY, MD, MI, NC, OK, OR, TN & TX.