How the QCD Anti-Abuse Rule Could Affect Retirement and Charitable Giving Strategies
The SECURE Act that became law on January 1 of this year made a number of changes to retirement plans that are beneficial to retirement savers and investors. One of...
STRATA’s Kelli Click Featured in U.S. News & World Report’s “5 RMD Rules That Investors Should Know”
Article originally published in U.S. News & World Report by Rebecca Lake, Contributor - Understanding the rules for what's required minimum distributions, known as RMDs, can be difficult, but failing...
Inherited IRAS Won’t Stretch As Far As They Used To
Up until 2020, the “stretch IRA” concept was commonly used as an estate or legacy planning tool for IRA owners who wanted to leave a significant amount of tax-sheltered assets...
What You Should Know About the DOL’s Plan Asset Rules
Investment issuers need to be aware of rules from the Department of Labor that could result in a violation of prohibited transaction rules if they aren’t followed. This, in turn,...
STRATA Trust Company Appears on the Compassionate Capitalist Podcast with Karen Rands
Tune in to hear our National Director of Business Development, Patrick Hagen, talk with Karen Rands on the Compassionate Capitalist podcast about how to use self-directed retirement accounts as an...
2 Tax Forms IRA Owners Need to Know
If you own an IRA (or any qualified retirement savings account), there are two IRS tax forms you should be familiar with – even if you engage an accountant to...
