IRA Rules and Beneficiary Designations
You can’t take it with you, but you can control who gets it when you go. Beneficiary designations are a crucial element of estate planning and, when done properly, can...
Can I Get An IRA “Do Over”?
Many IRA owners carefully weigh the benefits and considerations of saving for retirement in a Traditional IRA vs. a Roth IRA, and then pick the one that meets their tax...
Have You Put Too Much In Your IRA?
The tax laws don’t limit how much your IRA investments can grow each year or how much you can roll over into your IRA from another tax-qualified account, but they...
10 IRA Questions Your Clients May Not Know to Ask
Asking the right questions is a powerful tool for unlocking the value between you and your investors. Unfortunately, not all investors know the exact questions to ask to ensure their...
Mid-Year IRA Investment Review
The 4th of July holiday marks the “middle of summer” for many people, but it is also the middle of the calendar year. July 2 is the exact half-way date...
STRATA In the Community: National Give Something Away Day
STRATA celebrated National Give Something Away Day (July 15th) by donating to two charities around Waco. STRATA and its employees raised a total of $1,540 for the Family Abuse Center...
