Insights: Miscellaneous

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The Basics of UBTI/UDFI

Not having to pay taxes on investment growth is one of the hallmark benefits of using an IRA to save for retirement vs. using a taxable account. As with most...

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How Does a SEP Plan Work?

If you own a business and receive income for personal services rendered, you can establish a simple, cost-effective IRA-based retirement plan called a Simplified Employee Pension (SEP). A SEP can enable...

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STRATA in the Community: Austin Humane Society

Approximately 6.3 million animals enter U.S. animal shelters nationwide annually, with about 3.1 million being dogs and 3.2 million being cats. Due to limited space and resources, roughly 750,000 healthy...

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3 Tips For Safe Self-Directed IRA Investing

A self-directed IRA allows you to invest in almost anything from a local business to a new technology breakthrough like life-saving medical devices. These non-traditional investments are associated with the...

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STRATA in the Community: Unbound Waco 5K

Unbound Waco hosted its 10th annual Unbound Light Up the Dark 5K on April 9th, 2022. This event, presented by Chick-fil-A Baylor University, raises funds and awareness for the anti-human...

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Which Retirement Plan Is Right For Your Business?

As a business owner, you can sponsor a retirement plan that can help you and your employees save for the future — without having to deal with the administrative and...

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