STRATA in the Community: Unbound Now Waco 5K
Unbound Now Waco hosted its 11th annual Unbound Now Light Up the Dark 5K on April 1, 2023. Presented by Chick-fil-A - Baylor University, this event raises funds and awareness...
Is A Roth Conversion Right For You?
The contributions you make to IRAs and workplace retirement plans generally reduce your taxable income for the year of contribution and stay tax-deferred until you withdraw them. While you’re enjoying...
The Basics of UBTI/UDFI
Not having to pay taxes on investment growth is one of the hallmark benefits of using an IRA to save for retirement vs. using a taxable account. As with most...
Contribution Limits and Deadlines for Your 2022 Self-Directed IRA
Don’t let a (tax) savings opportunity pass you by – there is still time to add cash to your self-directed IRA and take advantage of the related tax breaks for...
How Does a SEP Plan Work?
If you own a business and receive income for personal services rendered, you can establish a simple, cost-effective IRA-based retirement plan called a Simplified Employee Pension (SEP). A SEP can enable...
Most Common SDIRA Tax Triggers
You’ve put money and time into your self-directed IRA. To ensure that you receive the maximum tax benefits you’ve earned, you must file the appropriate forms with the IRS each...
