STRATA Trust Company Reaches $2 Billion AUC Milestone
Asset growth ushers firm into the top tier as a premier national custodian for alternative assets and non-exchange traded investments in self-directed IRAs STRATA Trust Company (“STRATA”), a custodian dedicated...
A Roth IRA Strategy to Help Pay College Expenses
College is expensive, and it’s not just about the tuition and school fees. Textbooks are costly, even the digital versions. Unless the student lives at home, there are boarding, food...
Diversifying Your Portfolio Made Easy: Private Equity Investing
Self-directed IRAs offer access to a wide range of investment options including private equity. Whether it’s a commercial real estate investment, seed capital for a start-up, a capital raise for...
IRA Rollover Opportunities for Financial Advisors
While the 401(k) plan may play a lead role in retirement savings collection, IRAs top the market for job seekers and retirees by providing more options for investment, consolidation, and...
Legislative Update: SECURE Passage Slipping Away?
Both sides of the legislative aisle have expressed their support for enhancing American workers’ opportunities to save for retirement. But actually passing legislation to accomplish that goal has proven to...
No Double Dipping – New Laws for Deducting Charitable Contributions
Double dipping is uncouth when it comes to sharing food. But when it comes to tax laws, it’s typically prohibited – at least most of the time. For example, if...
