Holiday Closure: Our offices will be closed on Thursday, November 24, and Friday, November 25, 2022, in observance of the Thanksgiving holiday.  We will reopen for regular business hours on Monday, November 28, 2022. 
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Legislative Impacts on Roth IRA Conversions

Roth conversions have been a hot topic lately. Are they a tool for retirement income planning, or a tax revenue tool for Congress? As it turns out, they're both. Here...

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Maximize Self-Directed IRA Tax Benefits for Your Clients

The U.S. tax code is complex to say the least. This complexity results in little-known rules that can trip up an uninformed investor, but also in some hidden exceptions that...

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STRATA in the Community: Central Texas Food Bank

Due to inflation and increased housing, utility, transportation, and healthcare costs, food banks are seeing a major increase in food demand. Two-thirds of the families that seek aid through the...

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Investing in Futures With Your Self-Directed IRA

The use of alternative asset classes, such as real estate and private equity, have been gaining traction in retirement plans.1 A similar trend has been occurring with the use of...

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How to Avoid the Early Distribution Tax

Self-directed IRAs are intended to be used as a savings and investment vehicle for retirement, but many of us have good reason to tap into that resource before we retire....

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Mitigating Inflation’s Impact on Savings Rates

Americans are facing a perfect storm that could impact their retirement savings plans. Many investments, from stocks to cryptocurrencies, have been underperforming. At the same time, inflation has hit record...

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