Insights: Alternative Investments

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Legislation Watch: 3 Changes That May Impact IRAs

Congressional Democrats have proposed changes to the laws governing individual retirement accounts (IRAs) as part of their $3.5 trillion reconciliation package. The 881 pages of proposed tax legislation cover a...

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Have You Put Too Much In Your IRA?

The tax laws don’t limit how much your IRA investments can grow each year or how much you can roll over into your IRA from another tax-qualified account, but they...

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10 IRA Questions Your Clients May Not Know to Ask

Asking the right questions is a powerful tool for unlocking the value between you and your investors.  Unfortunately, not all investors know the exact questions to ask to ensure their...

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Mid-Year IRA Investment Review

The 4th of July holiday marks the “middle of summer” for many people, but it is also the middle of the calendar year. July 2 is the exact half-way date...

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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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What Tax-Free Growth Looks Like

Whether you’re saving for retirement or another financial goal, it’s important to consider how the tax benefits available with different types of accounts will help you reach your financial objectives....

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