Holiday Closure: Our offices will be closed on Thursday, November 24, and Friday, November 25, 2022, in observance of the Thanksgiving holiday.  We will reopen for regular business hours on Monday, November 28, 2022. 
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Avoiding Taxable Transactions: IRA Rollovers

IRAs are tax-smart investments offering tax-deferred and tax-free investment earnings, among other benefits. The tax laws provide these benefits and allow IRA owners great flexibility in selecting investments and moving...

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Trend Spotlight – Bank Capital Raising

Among the numerous investment options available, a recently revitalized asset is private bank stock investments. Across the alternative asset marketplace, many financial professionals are seeing seasoned investors starting to focus...

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IRS COLA Changes for 2023

Inflation is typically hard on retirement savers. As inflation cumulates year over year, an account balance will be losing purchasing power even if it’s still growing. For example, a shirt...

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New Rules for RMDs

If you’re age 72 or older, you must withdraw a certain amount of money each year from your IRAs (excluding Roth IRAs). These “required minimum distributions” (RMDs) are mandated under...

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Do You Have Enough Saved to Retire?

“How much do I need to have saved to retire?” That’s the million-dollar question – or perhaps a two-million-dollar question now, thanks to inflation. Of course, what savers really want...

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Hurricane Ian Resources

We at STRATA are saddened to hear about the tragic weather events taking place across the Southeastern U.S. and would like to extend a helping hand to those affected in...

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