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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....

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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...

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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...

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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...

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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...

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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...

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