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STRATA In The Community: STRATA Employees Help Save 51 Lives!

Every three seconds, a person needs blood and a donation of one pint can save up to three lives. There is a limited supply, blood cannot be manufactured and is...

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IRA TRUST Beneficiary Payment Options In Limbo

The SECURE Act of 2019 changed the payment options for most beneficiaries inheriting IRA assets after 2019, so that most beneficiaries are required to deplete inherited IRA assets within 10...

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Legislation Watch: 3 Changes That May Impact IRAs

  Congressional Democrats have proposed changes to the laws governing individual retirement accounts (IRAs) as part of their $3.5 trillion reconciliation package. The 881 pages of proposed tax legislation cover...

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STRATA’s Patrick Hagen Featured: “How to Leverage Rental Income for Retirement Savings”

Article originally published on TheStreet – Investors are seeking ways to augment their retirement savings that don’t rely on the stock market — and are finding a fit with rental...

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IRA Beneficiary Rules Still Need Clarification

The SECURE Act of 2019 changed the rules for beneficiaries inheriting tax-deferred retirement savings to require, in some cases, that assets be distributed (and taxed) more quickly following the IRA...

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IRS Update: Additional Tax Relief Available

The IRS has recently issued additional tax relief notices to help aid those impacted by recent disaster situations.  The IRS notices announce fuel penalty relief and a variety of extensions...

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