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STRATA in the Community: Food for Families

The holidays are an extremely busy time for food banks throughout Texas. Fortunately, each year various organizations come together to help collect food and keep them stocked through the winter...

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What SDIRA Investors Need to Know About 2021 and 2022 RMDs

If you are age 72 or older, you are required to take a minimum distribution from your Traditional, SEP, and SIMPLE IRAs each year. Those who were age 70½ by...

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Can I Save More in 2022?

If you’re saving for retirement in a tax-qualified vehicle like an IRA or an employer’s retirement plan, you probably understand the tax benefits associated with these types of accounts. You...

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DO YOUR PART. #BECYBERSMART

October is Cybersecurity Awareness Month – which is a good reminder for us all to do our part to protect ourselves and each other from criminal cyber activity. Both individuals...

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DIY Investing? Tips & Resources to Avoid Scams

Self-directed IRA investors have found success with unconventional investments that oftentimes are able to outperform conventional mutual fund returns. With higher-return potential comes a greater risk of not only loss,...

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Do You Have An RMD Strategy?

When you reach age 72, the tax laws require that you take annual payments from your IRAs and workplace retirement plans. These required minimum distributions, or RMDs, have drawn a...

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