We love sharing compelling stories and educational content on retirement planning, alternative assets, and self-directed IRAs. STRATA in the News contains business updates, press releases, featured articles, and podcasts. You can also find STRATA contributed content featured on Forbes.com.
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STRATA’s Patrick Hagen Featured: “Congressional Effort to Eliminate Alternative Investments from IRAs Wouldn’t Make Sense”
Article originally published on TheStreet – Although it might have flown under the radar of the average American, a recent version of the Build Back Better bill contained provisions that stood...
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STRATA’s Patrick Hagen Featured: “How to Leverage Rental Income for Retirement Savings”
Article originally published on TheStreet – Investors are seeking ways to augment their retirement savings that don’t rely on the stock market — and are finding a fit with rental...
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STRATA’s Patrick Hagen Featured: “What Investors Should Know About Private Equity”
Article originally published on TheStreet – Private equity investments via self-directed individual retirement accounts allow investors to move money from publicly traded stocks, bonds or mutual funds into non-correlated options....
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STRATA’s Patrick Hagen Featured: “Why Self-Directed Individual Retirement Accounts Make So Much Sense”
Article originally published on TheStreet – Last year was marked by historic volatility as the market plummeted in March before eventually righting itself and finishing the year strong. But even...
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STRATA’s Kelli Click Featured: “Can Alternative Investments Soften the Blow of Volatile Markets?”
Article originally published on TheStreet – It’s understandable if investors in 2020 are feeling a little bit dizzy. The year started off with stock market indices hitting new record highs in...
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STRATA’s Patrick Hagen Featured: “Bringing Alternative Assets Into 401(k) Plans”
Article originally published in PlanAdviser by Lee Barney – While the stock market has recovered since its sharp 30% downturn in March at the onset of the coronavirus pandemic in the U.S., plan...
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STRATA’s Kelli Click Featured: “7 Rules for Using Real Estate Investments for Passive Income”
Article originally published in U.S. News & World Report by contributor Rebecca Lake – Here’s how to use passive real estate investing in your portfolio. Investing in real estate can be a...
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STRATA’s Patrick Hagen Featured: “Many Project Mild Interest in Private Equity Among DC Plans”
Article originally published in PlanAdviser by Lee Barney – On June 3, the Department of Labor (DOL) issued an Information Letter published in response to an inquiry by Groom Law Group on behalf of two...
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STRATA’s Kelli Click Featured: “4 Rules For Buying An Investment Property In A Recession”
Article originally published in U.S. News & World Report by contributor Rebecca Lake – When a recession takes hold, your first instinct may be to do some strategizing with your...
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STRATA’s Kelli click Featured: “3 Rules for Buy and Hold Real Estate Investing”
Article originally published in U.S. News & World Report by contributor Rebecca Lake – “Buy and hold” is a popular investing strategy that can also be applied to real estate. Purchasing a rental...
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STRATA’s Patrick Hagen Featured: “How to Leverage 0% Interest Rates in a Self-Directed IRA”
Article originally published in U.S. News & World Report by contributor Rebecca Lake. A changing economic environment that brings 0% interest rates can open up new possibilities for investors. One of...
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STRATA’s Kelli Click Featured: “How To Decide If You Should Invest In A 401(K), Roth 401(K), or IRA or Roth IRA”
Article originally published on MarketWatch by Ellie Ismailidou – Too much choice can sometimes be a bad thing in life and it’s no different in saving for retirement. 401(k), Roth...
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STRATA Trust Company Appears on the Compassionate Capitalist Podcast with Karen Rands
Tune in to hear our National Director of Business Development, Patrick Hagen, talk with Karen Rands on the Compassionate Capitalist podcast about how to use self-directed retirement accounts as an...
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STRATA’s Kelli Click Featured: “5 RMD Rules That Investors Should Know”
Article originally published in U.S. News & World Report by contributor Rebecca Lake – Understanding the rules for what’s required minimum distributions, known as RMDs, can be difficult, but failing to...
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STRATA Trust Company Reaches $2 Billion AUC Milestone
Asset growth ushers firm into the top tier as a premier national custodian for alternative assets and non-exchange traded investments in self-directed IRAs STRATA Trust Company (“STRATA”), a custodian dedicated...
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STRATA Trust Company Featured on Gaining Perspective Podcast
Tune in to hear our National Director of Business Development, Patrick Hagen, talk with Robert Huebscher on Advisor Perspectives’ Gaining Perspective podcast about why advisors should consider self-directed IRAs. CLICK...
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