Insights

Explore

Inheriting Savings From an Employer Plan

If you are the beneficiary of a workplace retirement plan account for someone who has died, your first inclination may be to withdraw the funds. You do not have to...

Read More

Scheduling Annual Payments to Beat The Early Withdrawal Tax

Are you retiring early? Perhaps you’ve planned to use your IRA assets as a source of income at this stage of your life – or maybe you’ve had to stop...

Read More

401(k) Distribution Options When You Change Jobs

If you've been lucky enough to participate in a retirement plan at work, you're already off to a great start saving for your retirement. When you decide to change jobs,...

Read More

Beware the Early Withdrawal Tax If You’re Under 60

One of the benefits of saving in an IRA is the flexibility to take withdrawals from your account at any time. But, because IRAs were designed to help individuals save...

Read More

3 Ways to Fix an Excess Contribution

Investing in a self-directed IRA comes with some great tax benefits – and you can bet the IRS keeps a close eye on IRA transactions to ensure compliance with the...

Read More

Traditional or Roth? You Can Change Your Mind After You Make a Contribution

“A leopard can’t change its spots,” as the old saying goes, but the tax nature of an IRA contribution can be changed to give you the type of tax benefit...

Read More

KEEP UP WITH THE LATEST FROM STRATA AND GAIN EXCLUSIVE INSIGHTS WITH OUR NEWSLETTERS.