October 15 – Not Just the Last Day to File Your Tax Return
Although October 15 may not stand out as the date of a historic event or a celebrity’s birthday, it is well-known by many as the last day for filing federal...
STRATA’s Kelli Click Featured: “7 Rules for Using Real Estate Investments for Passive Income”
Article originally published in U.S. News & World Report by contributor Rebecca Lake - Here’s how to use passive real estate investing in your portfolio. Investing in real estate can be a...
Raising Capital During the Pandemic? What Entrepreneurs Need to Know
The economic fallout from COVID-19 has been staggering — particularly for businesses across industries that have been forced to shutter or drastically reduce operations. But what about those businesses that...
Do You Want to Pay Taxes Now or Later?
Understanding the Tax Benefits of Traditional & Roth IRAs In addition to saving for retirement, one of the main incentives for saving in an IRA is being able to take...
Putting Your Retirement Savings to Work in a Self-Directed IRA
Saving for retirement is a top financial planning goal for most Americans, and savings habits support this sentiment. In fact, the 2020 Retirement Confidence Survey from The Employee Benefit Research...
STRATA’s Patrick Hagen Featured: “Many Project Mild Interest in Private Equity Among DC Plans”
Article originally published in PlanAdviser by Lee Barney – On June 3, the Department of Labor (DOL) issued an Information Letter published in response to an inquiry by Groom Law Group on behalf of two...
