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Dan Rupper
Regional Director of Business Development - Western and Central US
STRATA supports investors, financial professionals and investment sponsors nationwide. If you’re looking to open a new account and have questions, we have over 350 years of experience in the custody of alternative investments and are ready to help you start carving your own path to retirement!
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Regional Director of Business Development - Western and Central US
Roth conversions have been a hot topic lately. Are they a tool for retirement income planning, or a tax revenue tool for Congress? As it turns out, they're both. Here...
Due to inflation and increased housing, utility, transportation, and healthcare costs, food banks are seeing a major increase in food demand. Two-thirds of the families that seek aid through the...
The U.S. tax code is complex to say the least. This complexity results in little-known rules that can trip up an uninformed investor, but also in some hidden exceptions that...