Prepare for Retirement by Understanding Tax Exposure | | Evaluating Your Tax Exposure and Plans for Distribution | | |
It’s imperative that you’re prepared for the phase of life when you start implementing your retirement plan and utilizing the income you’ve accrued. In the distribution phase, you’ll no longer have a steady stream of income, so you’ll need to maximize every dollar you’ve previously put aside for retirement. Having high returns means nothing if they result in you paying more tax and saving less for your future...
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Blog by Ronnie Jackson, CFA® –
Financial Advisor
| | Our Cybersecurity Data Protection Checklist | | Safeguard Your Digital World with these Tips | | |
With the growing barrage of clever tactics that fraudsters use to gain access to your personal information, many people feel they are defenseless against cyber attacks. For that reason, we’ve created a checklist of easy steps you can take to protect your devices and personal information from hacking and subsequent identity fraud. Here are some of those steps for protecting your devices and protecting your personal and financial information…
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Blog by Amy White –
Technology Manager
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The deadline for individual tax returns is April 15th. Any individual tax documents received or appointments made with us after April 1st will result in an automatic extension of your tax return.
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If you submit your tax documents to us after April 1st, we will complete your taxes as quickly as possible. However, that will be after the tax deadline. Please contact us as soon as possible! (Click here for info on extensions.)
| | 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! | | | | Webinar: Millennials and the Need for Financial Planning – April 22 | Join us for this complimentary virtual event on April 22nd where Storen Financial’s Investment Team will discuss financial planning for millennials. As part of our Young Professionals Program, our advisors will review information pertaining to budgeting, building realistic goals, managing credit, and investing. Click here to register for this event. | | | | Payments Received Through Credit or Cash App Require A 1099-K | If you are a business owner that accepts third-party transactions, someone using an online marketplace, or someone who frequently receives money on a payment app such as Venmo, there are new reporting thresholds. If you received more than $5,000 in payments through third-party networks, you will now get a 1099-K to use when reporting income on your return. Click here to read this blog. | | | | Video: What are our upcoming 2025 events? | Join us as Communications Specialist, Kaylee Kriese, travels around the office in search of quick answers and helpful information from our advisory, business, and tax teams. In this video, Debbi Kuller, Chief Operating Officer, will share the 2025 events coming up during this spring and summer. Click here to watch this video. | | | | Stay Updated! Follow us on our Social Media! | Want to stay updated on what Storen Financial is up to? See pictures of our team in action? Learn about upcoming events? Follow us on LinkedIn, Facebook, Twitter, and subscribe to our YouTube channel to always stay connected! Click here for more info. | | |
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| | Comprehensive Financial Services | | We are here year-round offering comprehensive tax, accounting, and financial planning services that will help you pursue your financial objectives... | | Our team is committed to delivering professional financial services with personalized customer attention. Have you met... | | | | |
Ierma Clark, CPA –
Senior Tax Accountant
| | Ierma joined the Storen Financial team in January 2025 as a Senior Tax Accountant. She loves working with individuals and small businesses to minimize their tax liabilities and plan for future opportunities to lower taxes using proven tax strategies. Click here to read more. | | |
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ADDRESS
1120 W Oak St, Suite 200
Zionsville, Indiana 46077
| | | 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.
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. Registration as an investment advisor does not imply any level of skill of training.
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