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....
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...
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...
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...
2020 IRS Tax Filing Extension and the Impact on Your IRA
On March 17, 2021, the Treasury Department and the Internal Revenue Service announced an extension of the 2020 tax filing deadline, shifting the normal April 15 deadline to May 17,...
STRATA’s Patrick Hagen Featured: “Why Self-Directed Individual Retirement Accounts Make So Much Sense”
Article originally published on TheStreet - Last year was marked by historic volatility as the market plummeted in March before eventually righting itself and finishing the year strong. But even...
