STRATA’s Patrick Hagen Featured: “How to Leverage Rental Income for Retirement Savings”
Article originally published on TheStreet – Investors are seeking ways to augment their retirement savings that don’t rely on the stock market — and are finding a fit with rental...
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...
Do Real Estate Investing Opportunities Still Exist?
Real estate moves in cycles, and we have been seeing an ‘up’ market in the past year, as record low interest rates, shifting work requirements, and lifestyle preferences sent homebuyers...
IRA Rules and Beneficiary Designations
You can’t take it with you, but you can control who gets it when you go. Beneficiary designations are a crucial element of estate planning and, when done properly, can...
Can I Get An IRA “Do Over”?
Many IRA owners carefully weigh the benefits and considerations of saving for retirement in a Traditional IRA vs. a Roth IRA, and then pick the one that meets their tax...
