Have Business Income? Start a SEP Plan for Tax and Retirement Savings Benefits
If you earn income from being self-employed, you are eligible to start a Simplified Employee Pension (SEP) plan. A SEP plan is a business-sponsored retirement plan that allows you to...
STRATA’s Kelli click Featured: “3 Rules for Buy and Hold Real Estate Investing”
Article originally published in U.S. News & World Report by contributor Rebecca Lake – “Buy and hold" is a popular investing strategy that can also be applied to real estate. Purchasing a rental...
Should You Invest Self-Directed IRA Assets in a Crowdfunding Platform?
Diversification is one of the biggest keys to investing success for self-directed IRA owners. By spreading your IRA assets out among a wide range of different asset types, you can...
STRATA’s Kelli Click Featured: “How To Decide If You Should Invest In A 401(K), Roth 401(K), or IRA or Roth IRA”
Article originally published on MarketWatch by Ellie Ismailidou - Too much choice can sometimes be a bad thing in life and it’s no different in saving for retirement. 401(k), Roth...
How the QCD Anti-Abuse Rule Could Affect Retirement and Charitable Giving Strategies
The SECURE Act became law on January 1, 2020 and made a number of changes to retirement plans that are beneficial to retirement savers and investors. One of these is the...
STRATA’s Kelli Click Featured: “5 RMD Rules That Investors Should Know”
Article originally published in U.S. News & World Report by contributor Rebecca Lake - Understanding the rules for what's required minimum distributions, known as RMDs, can be difficult, but failing to...
