Insights: Tax Center

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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...

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Hurricane Ian Resources

We at STRATA are saddened to hear about the tragic weather events taking place across the Southeastern U.S. and would like to extend a helping hand to those affected in...

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SEP IRA Contribution Deadlines for 2022

If you have a SEP IRA, there are upcoming deadlines to be aware of. October 17, 2022, is the deadline to establish a Simplified Employee Pension (SEP) retirement plan and...

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October 2022 Deadlines for Self-Directed IRAs

In addition to pumpkins and trick-or-treats, October closes the window on the prior tax year for most filing purposes. October 15 is typically your last chance to file your tax...

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Legislative Impacts on Roth IRA Conversions

Roth conversions have been a hot topic lately. Are they a tool for retirement income planning, or a tax revenue tool for Congress? As it turns out, they're both. Here...

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Maximize Self-Directed IRA Tax Benefits for Your Clients

The U.S. tax code is complex to say the least. This complexity results in little-known rules that can trip up an uninformed investor, but also in some hidden exceptions that...

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