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STRATA’s Kelli Click Featured: “Can Alternative Investments Soften the Blow of Volatile Markets?”

Article originally published on TheStreet - It’s understandable if investors in 2020 are feeling a little bit dizzy. The year started off with stock market indices hitting new record highs in...

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SECURE Act 2.0

Legislation Watch: Secure Act 2.0, Are You Ready?

Sometimes change can be the catalyst for … more change. It’s been one year since the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) kickstarted a...

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Withholding Tax

Will Taxes be Taken Out of My IRA Withdrawal?

If you want to take a specific dollar amount out of your IRA, which of the following would you request your IRA custodian to distribute? Exact amount Amount plus 10%...

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IS AGE 70½ STILL IMPORTANT FOR IRAS?

Beginning January 1, 2020, the SECURE Act changed several rules for IRAs and qualified retirement plans to help individuals save more for retirement. Two of those changes for IRAs not...

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2021 COLA Announcement: Impact on IRAs

SOME IRA LIMITS CHANGE for 2021 Each year, the amount you are permitted to contribute to an IRA or to deduct on your tax return for your contributions can change...

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Futures Trading

Diversifying Your Retirement Portfolio: What Investors Need to Know About Futures Trading

Futures trading got some mainstream attention with the success of the 1983 big-screen comedy “Trading Places,” with co-stars Dan Akroyd and Eddie Murphy trading on frozen orange juice futures. The...

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