How to Avoid the Early Distribution Tax
Self-directed IRAs are intended to be used as a savings and investment vehicle for retirement, but many of us have good reason to tap into that resource before we retire....
Mitigating Inflation’s Impact on Savings Rates
Americans are facing a perfect storm that could impact their retirement savings plans. Many investments, from stocks to cryptocurrencies, have been underperforming. At the same time, inflation has hit record...
Is Your Portfolio Prepared for an Economic Roller Coaster?
If market volatility has kept you from looking beyond your balances this year, now can be a good time to evaluate your portfolio on a deeper level. Studies show maintaining...
STRATA in the Community: Daniel’s Story
Daniel was born with Beta-Thalassemia Major, a disorder that causes the body to produce less hemoglobin than necessary to live a healthy life. This condition requires frequent blood transfusions to...
Great Resignation Retirement Mistakes to Avoid
If you are thinking about making a job change, you’re not alone. According to the Willis Towers Watson’s 2022 Global Benefits Attitudes Survey, 44% of employees are currently actively looking...
Is A SIMPLE IRA Plan The Right Fit?
If you own a business and have employees, you probably have little time in your day or your budget to manage and fund a retirement plan. But studies have shown...
