by the Storen Team | Nov 18, 2021 | Resources, Taxes, Videos
VIDEO: Click here to watch on YouTube. Video: short snippet showcasing the child tax credit Kim graced the ladies of ZWIN (Zionsville Women In Network) with her love of “talking taxes”, an annual hit with this networking group. Kim always brings a wealth of...
by the Storen Team | Oct 29, 2021 | Helpful Links, How-to, Resources, Tax FAQs, Taxes
View your state tax info online In addition to setting up your IRS.gov account in order to access all of your federal tax information, we recommend all clients create an INTIME account for your state tax information. The Indiana Department of Revenue’s (DOR) current...
by the Storen Team | Oct 1, 2021 | Financial Planning, Medicare, Resources, Taxes
Avoid IRMAA fees by reducing your taxable income If you will be considering enrolling in Medicare in the next few years, the best course of action is to examine your taxable income a minimum of 2 years prior to enrolling in order to avoid additional IRMAA fees. Our...
by the Storen Team | Sep 1, 2021 | Resources, Taxes
*This blog was originally published on 2/22/19 and was updated 9/1/21. Reminder: proof of dependency is mandatory! Beginning with Tax Year 2018, taxpayers are required to bring proof of residency and relationship when claiming dependents on their tax return in order...
by the Storen Team | Jun 24, 2021 | Resources, Taxes
*Blog updated 6/24/21. If you have dependents on your tax return under the age of 18 – Please read! Monthly prepayments from the IRS of the Child Tax Credit will begin July 15th. In March of 2021, Congress passed the American Plan Rescue Act. This legislation could...
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...
