Insights

Explore

HAVE BUSINESS INCOME? START A SEP PLAN FOR TAX AND RETIREMENT SAVINGS BENEFITS

Have Business Income? Start a SEP Plan for Tax and Retirement Savings Benefits

If you earn income from being self-employed, you are eligible to start a Simplified Employee Pension (SEP) plan. A SEP plan is a business-sponsored retirement plan that allows you to...

Read More

Kelli Click Featured in U.S. News & World Report - STRATA Trust Company

STRATA’s Kelli click Featured in U.S. News & World Report’s “3 Rules for Buy and Hold Real Estate Investing”

Article originally published in U.S. News & World Report by Rebecca Lake, Contributor –  “Buy and hold" is a popular investing strategy that can also be applied to real estate. Purchasing a rental property...

Read More

Crowdfunding investing in a Self-Directed IRA

Should You Invest Self-Directed IRA Assets in a Crowdfunding Platform?

Diversification is one of the biggest keys to investing success for self-directed IRA owners. By spreading your IRA assets out among a wide range of different asset types, you can...

Read More

MarketWatch Features Kelli Click, STRATA Trust Company

STRATA’s Kelli Click Featured in MarketWatch’s “How To Decide If You Should Invest In A 401(K), Roth 401(K), or IRA or Roth IRA”

Article originally published on MarketWatch by Ellie Ismailidou -  Too much choice can sometimes be a bad thing in life and it’s no different in saving for retirement. 401(k), Roth...

Read More

How the QCD Anti-Abuse Rule Could Affect Retirement and Charitable Giving Strategies

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...

Read More

Kelli Click Featured in U.S. News & World Report - STRATA Trust Company

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...

Read More

LOG IN TO YOUR ACCOUNT