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...
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...
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....
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....
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...
Self-Directed IRA Trends and Outlook
Investors are catching their collective breath after an incredibly challenging and unprecedented year. We witnessed the onset of a global pandemic that claimed hundreds of thousands of lives, social unrest...
