Holiday Closure: Our offices will be closed on Thursday, November 24, and Friday, November 25, 2022, in observance of the Thanksgiving holiday.  We will reopen for regular business hours on Monday, November 28, 2022. 
  • Home
  • Insights Blog

Insights

Explore

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...

Read More

5 Retirement-Smart Ways to Use Your Tax Refund

If you receive a tax refund this year consider putting that money to work for you instead of spending it. You can save and/or invest that money for your future...

Read More

What Tax-Free Growth Looks Like

Whether you’re saving for retirement or another financial goal, it’s important to consider how the tax benefits available with different types of accounts will help you reach your financial objectives....

Read More

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,...

Read More

Tax-Smart Tips for Moving IRA ASSETS

One of the primary benefits of saving for retirement in an IRA is that you have control over your account and your investments. You can move your IRA assets from...

Read More

Tax Form Focus: IRS Form 5329

As a self-directed IRA owner, you should monitor the tax forms related to IRA investing to ensure you’re receiving the tax advantages available to you and paying tax when necessary....

Read More