We are continuing to actively monitor the developing COVID-19 (Coronavirus) situation. We want to assure our clients that we are taking preventative measures to ensure that there are no disruptions in service. To that end, we are prepared to leverage remote technology, alternate work locations for employees and detailed continuity plans to continue to support critical operations.

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Patrick Hagen Featured in U.S. News and World Report

STRATA’s Patrick Hagen Featured in U.S. News & World Report’s “How to Leverage 0% Interest Rates in a Self-Directed IRA”

Article originally published in U.S. News & World Report by Rebecca Lake, Contributor - A changing economic environment that brings 0% interest rates can open up new possibilities for investors. One...

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IRA Contribution Deadline Extended to July 15, 2020

2019 Tax Filing and IRA Contribution Deadline Extended Until July 15, 2020: Here’s What You Need To Know

As the U.S. government moves quickly to respond to the ongoing Coronavirus pandemic, there is some relief for taxpayers. On Friday, March 20, 2020, Treasury Secretary Steven Mnuchin announced an...

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HAVE BUSINESS INCOME? START A SEP PLAN FOR TAX AND RETIREMENT SAVINGS BENEFITS

Have Business Income? Start a SEP Plan for Tax and Retirement Savings Benefits

If you earn income from being self-employed, you are eligible to start a Simplified Employee Pension (SEP) plan. A SEP plan is a business-sponsored retirement plan that allows you to...

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Crowdfunding investing in a Self-Directed IRA

Should You Invest Self-Directed IRA Assets in a Crowdfunding Platform?

Diversification is one of the biggest keys to investing success for self-directed IRA owners. By spreading your IRA assets out among a wide range of different asset types, you can...

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MarketWatch Features Kelli Click, STRATA Trust Company

STRATA’s Kelli Click Featured in MarketWatch’s “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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How the QCD Anti-Abuse Rule Could Affect Retirement and Charitable Giving Strategies

How the QCD Anti-Abuse Rule Could Affect Retirement and Charitable Giving Strategies

The SECURE Act that became law on January 1 of this year made a number of changes to retirement plans that are beneficial to retirement savers and investors. One of...

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