July Newsletter

Don't miss this educational event!

Join us for the Business Resources Event on 8/22. More details below...

Our Retirement Planning Secret, Ed Slott

24/7 Access to Ed Slott's Team of Experts

For the last 20 years Greg Storen has been an active member of Ed Slott’s Elite IRA Advisor Group, an exclusive organization dedicated to the ongoing study and mastery of constantly changing and complex tax laws impacting your retirement savings. As a member of this exclusive group, our team is immediately notified of changes to the tax code and updates on retirement planning. We also have 24/7 access to Ed Slott’s team of experts and their extensive resource library. His team is a valued part of our back-office, as they help us provide you with the latest strategies to answer your toughest questions with the goal to avoid unnecessary taxes on your retirement. Click here to continue reading this blog.


Blog by Greg Storen, MBA

President/CEO, Advisory Services Director



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Benefits of a Transfer on Death (TOD) Deed

Avoid Probate and Control Distribution of Non-qualified Assets After Death

A TOD Deed allows a person, charity, business, or trust to receive assets at the time of a benefactor’s death without going through probate. An account holder can specify what percentage of assets each of their beneficiaries should receive, thereby smoothing the process of the distribution of assets post-death. Essentially, the TOD Deed allows you to add beneficiaries to all your non-qualified assets, and they would not have access to these assets until after you pass. Click here to continue reading this blog.


Greg Storen, MBA

President/ CEO, Advisory Services Director

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More Important News & Resources

Our goal is to share valuable and practical information with you through our blogs, resource links, social media posts, and updates. On our blog, you’ll find all the tools, resources, and information you need. Have questions? Give us a call!

Lifetime IRS Gift Tax Exemption will change in 2025

Are you planning on giving a substantial amount of money to someone you love? Whether helping a loved one with paying for a home, depositing money into a college account, or gifting them property, you’ll want to watch out for the gift tax and be aware of a sizable Lifetime IRS Gift Tax Exemption that will change in 2025. Click here to read this blog.

Business

Feature

Benefits of Employer-Sponsored Retirement Plans

As a business owner, consider a retirement plan as a way to improve your own financial well-being, as well as that of your employees and your business. And, with the right team and support, these plans can be incredibly easy to set up and maintain. Storen Financial is your local resource who will guide you through every stage including plan design features, ongoing administrative tasks, and new employee enrollment. Click here to read this blog.

Business

Feature

Event: Business Resources - August 22

Join us for this complimentary event that is the perfect small-group format to dive into topics crucial for equipping business owners for success. Our Storen Financial team members and other guest speakers will provide invaluable guidance on topics including business lending, succession planning, and employee retirement planning. Click here to register for this event.

Business

Feature

Exit Planning is Good Business Planning

Having a business strategy to succeed in a competitive business environment, regardless of the industry, is a smart thing to do. Part of that strategic plan should include how you, as an owner, plan to exit or transition your business. It’s about getting your business and yourself ready to take advantage of opportunities and to control the method and terms of exiting as much as possible. Click here to read this blog.

Video: Young Professionals Program – HSA Explained

Join us as one of our Financial Assistants, Joseph Cavazos, sits down to discuss the financial milestones that young professionals in their 20s-30s often face. In this video, Joseph explains and simplifies the HSA. Click here to watch this video.

Now Hiring! Know someone looking for a new career?

We need your help! Know someone searching for a new career? Please share with them! Click here to learn more about our careers.

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Have feedback to share with us? Send us a testimonial! We’d love to hear about your experience with Storen Financial. Click here to share.

Comprehensive Financial Services

We are here year-round offering comprehensive tax, accounting, and financial planning services that will help you pursue your financial objectives...





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Meet the Team

Our team is committed to delivering professional financial services with personalized customer attention. Have you met...


Susan Arnold–

Administrative Assistant

Susan began working with Storen Financial when she returned home from Louisiana. She currently works as an Administrative Assistant where she enjoys interacting with clients, organizing client files in software programs, and comparing numbers from past years to current years. Susan says that she stayed with Storen Financial because it’s nice to be part of a family-oriented company. She enjoys the work and spending time with her coworkers. Click here to read more.



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ADDRESS
1120 W Oak St, Suite 200
Zionsville, Indiana 46077
PHONE
General:  317.852.7000
Investment: 317.733.1000
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About Storen Financial

Storen Financial is an established independent investment and accounting firm in the Indianapolis area, headquartered in Zionsville, serving clients in 43 states. A local institution for over 50 years with a focus on team, family, and community involvement, we pride ourselves on forward thinking innovations and dedicated customer service. We offer year-round, comprehensive options that implement tax-saving strategies to help individual and business clients pursue financial goals. Click here to learn more about Storen Financial.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.


No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.


Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Brass Tax Wealth Management, a registered investment advisor. Tax/accounting/CPA related services offered through Storen Tax & Financial Group Inc. DBA Storen Financial. Greg Storen and Storen Tax & Financial Group Inc., a separate legal entity, are not affiliated with LPL Financial. LPL Financial does not offer tax advice or Tax/accounting/CPA related services.


Brass Tax Wealth Management and Storen Financial are separate entities from LPL Financial. The information contained in this e-mail message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete.