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October 15 – Not Just the Last Day to File Your Tax Return

October 15 – Not Just the Last Day to File Your Tax Return

Although October 15 may not stand out as the date of a historic event or a celebrity’s birthday, it is well-known by many as the last day for filing federal...

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

STRATA’s Kelli Click Featured: “7 Rules for Using Real Estate Investments for Passive Income”

Article originally published in U.S. News & World Report by contributor Rebecca Lake - Here’s how to use passive real estate investing in your portfolio. Investing in real estate can be a...

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Raising Capital During the Pandemic? What Entrepreneurs Need to Know

Raising Capital During the Pandemic? What Entrepreneurs Need to Know

The economic fallout from COVID-19 has been staggering — particularly for businesses across industries that have been forced to shutter or drastically reduce operations. But what about those businesses that...

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Roth versus Traditional Taxation

Do You Want to Pay Taxes Now or Later?

Understanding the Tax Benefits of Traditional & Roth IRAs In addition to saving for retirement, one of the main incentives for saving in an IRA is being able to take...

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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’s Patrick Hagen Featured: “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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