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8 Year-End Considerations for IRA Owners

It’s hard to believe that calendar year 2018 is almost over and soon it will be 2019. Year-end can be a hectic time with work deadlines and holiday hassles. But...

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STRATA Trust Company Names Melissa Briske as Head of Marketing

Marketing veteran Melissa Briske joins the STRATA Trust Company team. Briske will serve as the Head of Marketing for STRATA Trust Company to champion the development of STRATA’s marketing strategy...

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Tax-Free Charitable Donations From Your IRA

With the tax reform changes that became effective in 2018, fewer taxpayers will be itemizing deductions on their federal income tax returns – which means fewer taxpayers will be taking...

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How to Make The Most of Your Rollover

If you participated in a former employer’s retirement plan, you don’t have to leave your retirement savings with your former employer, you can take it with you. You can either...

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IRA Contribution Limits Increase

Each year in October, the IRS announces the cost-of-living adjustments (COLAs) that will apply to retirement savings plans for the following calendar year. This chart provides the IRA limits for...

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Advisors Play a Critical Role in RMD Planning

As a financial advisor, you are probably aware that self-directed Traditional IRA owners must begin taking required minimum distributions (RMDs) when they reach age 70½. But some of your clients...

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