Tax-Smart Tips for Moving IRA ASSETS
One of the primary benefits of saving for retirement in an IRA is that you have control over your account and your investments. You can move your IRA assets from...
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...
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...
Putting Your Retirement Savings to Work in a Self-Directed IRA
Saving for retirement is a top financial planning goal for most Americans, and savings habits support this sentiment. In fact, the 2020 Retirement Confidence Survey from The Employee Benefit Research...
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...
What You Should Know About the DOL’s Plan Asset Rules
Investment issuers need to be aware of rules from the Department of Labor that could result in a violation of prohibited transaction rules if they aren’t followed. This, in turn,...
