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STRATA in the Community: Unbound Waco 5K

Unbound Waco hosted its 10th annual Unbound Light Up the Dark 5K on April 9th, 2022. This event, presented by Chick-fil-A Baylor University, raises funds and awareness for the anti-human...

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How Financial Advisors Can Prep for the Great Wealth Transfer

As the “Great Wealth Transfer” is set to begin, the investment landscape is bound to see major changes as Millennials, as well as members of Generation Z and Generation X,...

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Why Would IRA Investment Income Be Taxed?

One of the benefits of saving for retirement in a self-directed IRA is the deferral of tax on investment growth until distributed from the IRA. Some investment options, like a...

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What Is The 2021 Contribution Deadline For My Self-Directed IRA?

Don't let a (tax) savings opportunity pass you by.  There is still time to add cash to your self-directed IRA and take advantage of the related tax breaks for 2021....

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Fund Your Self-Directed IRA With A SEP Contribution

Do you have self-employment income you would like to invest in an IRA? A SEP plan is an easy option that allows you to make a large pre-tax contribution into...

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What Tax Forms Do I Need To File For My SDIRA?

Self-directed IRAs (SDIRAs) offer valuable tax advantages for your retirement savings. To tap into these benefits and avoid unintended tax consequences, you may need to file certain IRS forms with...

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