IRA Rules and Beneficiary Designations
You can’t take it with you, but you can control who gets it when you go. Beneficiary designations are a crucial element of estate planning and, when done properly, can...
STRATA IN THE COMMUNITY: HOTAN254
The Heart of Texas Autism Network (HOTAN254) hosted Waco’s annual Autism Run/Walk on April 17, 2021. This event raises awareness and collects funds to support programs and activities used to...
CFTC Warns Investors To Use Caution When Buying Precious Metals
As economic uncertainty continues to drive market headlines, many investors are turning to precious metals to diversify their retirement portfolios. In August 2020, gold reached unprecedented heights, surpassing $2,000 an...
October 15 – Not Just the Last Day to File Your Tax Return
Although October 15 may not stand out as the date of a historic event or a celebrity’s birthday, it is well-known by many as the last day for filing federal...
The CARES Act: Top 8 Changes It Brings To IRAs
On March 27, President Trump signed the Coronavirus Aid, Relief and Economic Security (CARES) Act into law. The $2.2 trillion aid represents an unprecedented initiative to support the U.S. economy during...
IRS Form 5498: What It Is and What The IRS Extension Means For Your IRA
IRA custodians must track all IRA contributions made throughout the year and generate IRS Form 5498, IRA Contribution Information, for each IRA to report contribution activity and the fair market...
