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Putting Retirement Savings to Work

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...

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STRATA Trust Company Featured on PlanAdvisor

STRATA’s Patrick Hagen Featured in PlanAdviser’s “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...

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SELF-DIRECTED IRA INVESTORS MAY PROVIDE A LIFELINE FOR SMALL BUSINESSES IN THE POST-COVID ERA

Self-Directed IRA Investors May Provide a Lifeline for Small Businesses in the Post-Covid Era

As the global pandemic continues to unfold, small businesses are moving quickly to adapt to the new normal, working to maintain pace in their growth, stay in front of customers...

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STRATA Trust Retirement Planning for the Forward-Thinking Investor

Retirement planning for the forward-thinking investor: 7 ways you didn’t know you could invest

2020 has been a challenging year for investors and the long-anticipated end to the historical bull run has come to fruition. The Dow Jones Industrial Average and S&P 500 are...

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More time to make 2019 ira contributions

More Time to Make 2019 IRA Contributions

In a typical year, the deadline to file your federal tax return for the prior year is April 15 (unless you have a filing extension until October 15). So far,...

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Kelli Click Featured in U.S. News & World Report - STRATA Trust Company

STRATA’s Kelli Click Featured in U.S. News & World Report’s “4 Rules For Buying An Investment Property In A Recession”

Article originally published in U.S. News & World Report by Rebecca Lake, Contributor –  When a recession takes hold, your first instinct may be to do some strategizing with your portfolio. Seeking out recession-proof investments...

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