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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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IRA Beneficiary Rules Still Need Clarification

The SECURE Act of 2019 changed the rules for beneficiaries inheriting tax-deferred retirement savings to require, in some cases, that assets be distributed (and taxed) more quickly following the IRA...

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IRS Update: Additional Tax Relief Available

The IRS has recently issued additional tax relief notices to help aid those impacted by recent disaster situations.  The IRS notices announce fuel penalty relief and a variety of extensions...

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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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Financial Professionals: What Is Your Rollover Advice?

Rollovers from retirement plans to IRAs are the greatest source of dollars flowing into IRAs. Because of the volume of assets involved and the important role these assets play in...

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Update: 2020 IRA Exemptions and Exceptions

With high hopes that 2021 will bring fewer last-minute, emergency changes to tax and IRA-related rules than we saw in 2020, now may be a good time to clear up...

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