2019 Tax Filing and IRA Contribution Deadline Extended Until July 15, 2020: Here’s What You Need To Know
As the U.S. government moves quickly to respond to the ongoing Coronavirus pandemic, there is some relief for taxpayers. On Friday, March 20, 2020, Treasury Secretary Steven Mnuchin announced an...
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...
