Raising Capital During the Pandemic? What Entrepreneurs Need to Know
The economic fallout from COVID-19 has been staggering — particularly for businesses across industries that have been forced to shutter or drastically reduce operations. But what about those businesses that...
Do You Want to Pay Taxes Now or Later?
Understanding the Tax Benefits of Traditional & Roth IRAs In addition to saving for retirement, one of the main incentives for saving in an IRA is being able to take...
Putting Your Retirement Savings to Work in a Self-Directed IRA
Saving for retirement is a top financial planning goal for most Americans, and savings habits support this sentiment. In fact, the 2020 Retirement Confidence Survey from The Employee Benefit Research...
STRATA’s Patrick Hagen Featured in PlanAdviser’s “Many Project Mild Interest in Private Equity Among DC Plans”
Article originally published in PlanAdviser by Lee Barney – On June 3, the Department of Labor (DOL) issued an Information Letter published in response to an inquiry by Groom Law Group on behalf of two...
Self-Directed IRA Investors May Provide a Lifeline for Small Businesses in the Post-Covid Era
As the global pandemic continues to unfold, small businesses are moving quickly to adapt to the new normal, working to maintain pace in their growth, stay in front of customers...
Retirement planning for the forward-thinking investor: 7 ways you didn’t know you could invest
2020 has been a challenging year for investors and the long-anticipated end to the historical bull run has come to fruition. The Dow Jones Industrial Average and S&P 500 are...
