HOLIDAY CLOSURE: Our offices will be closed on Wednesday, June 19, 2024, in observance of the Juneteenth holiday. We will reopen for regular business hours on Thursday, June 20, 2024. 
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The Dark Side of AI: Protecting Yourself from Investment Fraud

In recent years, artificial intelligence (AI) has permeated nearly every aspect of our lives, promising convenience, efficiency, and innovation. From composing texts to aiding in financial decisions, AI has become...

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STRATA in the Community: Glow Over Waco 5K

Waco, Texas, shone brightly on April 6, 2024, as the city hosted the Glow Over Waco 5K, a dazzling event that lit up the night sky as part of the...

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7 Things You Might Not Know About an IRA

In the spirit of April being Financial Literacy Month, it’s a great time to point out some of the details about your self-directed IRA (SDIRA) that you might not be...

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Will I Owe Tax on My Self-Directed IRA Investments?

Self-directed IRAs (SDIRAs) can offer incredible benefits. With Traditional IRAs, contributions may be deductible, and investment growth is tax deferred until the assets are distributed—and with Roth IRAs, qualified distributions...

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How to Report Rollovers on Your Tax Return

Did you move any retirement savings last year to a new account or provider? Whether you moved money from your former employer’s retirement plan to your new employer’s retirement plan...

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2023 Self-Directed IRA Deadlines and Contribution Limits

As the 2023 tax-filing deadline quickly approaches, it may be easy to forget to make your annual contribution to your self-directed IRA. But failing to timely contribute to your IRA...

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