STRATA in the Community: Unbound Waco 5K
Unbound Waco hosted its 10th annual Unbound Light Up the Dark 5K on April 9th, 2022. This event, presented by Chick-fil-A Baylor University, raises funds and awareness for the anti-human...
How Financial Advisors Can Prep for the Great Wealth Transfer
As the “Great Wealth Transfer” is set to begin, the investment landscape is bound to see major changes as Millennials, as well as members of Generation Z and Generation X,...
How To Report Rollovers On Your Tax Return
Did you move any retirement savings last year to a new account or provider? Whether you moved money from your former employer’s retirement plan to your new employer’s retirement plan...
Why Would IRA Investment Income Be Taxed?
One of the benefits of saving for retirement in a self-directed IRA is the deferral of tax on investment growth until distributed from the IRA. Some investment options, like a...
What Is The 2021 Contribution Deadline For My Self-Directed IRA?
Don't let a (tax) savings opportunity pass you by. There is still time to add cash to your self-directed IRA and take advantage of the related tax breaks for 2021....
Fund Your Self-Directed IRA With A SEP Contribution
Do you have self-employment income you would like to invest in an IRA? A SEP plan is an easy option that allows you to make a large pre-tax contribution into...
