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...
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...
Trend Spotlight – Bank Capital Raising
Among the numerous investment options available, a recently revitalized asset is private bank stock investments. Across the alternative asset marketplace, many financial professionals are seeing seasoned investors starting to focus...
Do You Have Enough Saved to Retire?
“How much do I need to have saved to retire?” That’s the million-dollar question – or perhaps a two-million-dollar question now, thanks to inflation. Of course, what savers really want...
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...
How to Avoid the Early Distribution Tax
Self-directed IRAs are intended to be used as a savings and investment vehicle for retirement, but many of us have good reason to tap into that resource before we retire....
