10 IRA Questions Your Clients May Not Know to Ask
Asking the right questions is a powerful tool for unlocking the value between you and your investors. Unfortunately, not all investors know the exact questions to ask to ensure their...
Mid-Year IRA Investment Review
The 4th of July holiday marks the “middle of summer” for many people, but it is also the middle of the calendar year. July 2 is the exact half-way date...
STRATA In the Community: National Give Something Away Day
STRATA celebrated National Give Something Away Day (July 15th) by donating to two charities around Waco. STRATA and its employees raised a total of $1,540 for the Family Abuse Center...
Moving Money Before Retirement
Timing is everything – especially when it comes to investments. Participants deferring compensation into a 401(k) plan receive the benefit of dollar-cost-averaging through consistently timed contributions, as well as the...
How to Avoid Self-Directed IRA Prohibited Transactions
With a self-directed IRA (SDIRA), you have the benefit of tax-deferred investment growth (tax-free with a Roth IRA) and the freedom to invest in almost anything. Investors look to self-directed...
Legislation Watch: Secure Act 2.0, House Vs Senate
Although 2020 was an unusually busy year for implementing changes to the tax rules for retirement savings, even more changes could be coming. Rule changes made by the SECURE Act...
