STRATA in the Community: Food for Families
The holidays are an extremely busy time for food banks throughout Texas. Fortunately, each year various organizations come together to help collect food and keep them stocked through the winter...
DIY Investing? Tips & Resources to Avoid Scams
Self-directed IRA investors have found success with unconventional investments that oftentimes are able to outperform conventional mutual fund returns. With higher-return potential comes a greater risk of not only loss,...
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...
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...
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...
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....
