Insights

Explore

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

STRATA’s Kelli Click Featured: “7 Rules for Using Real Estate Investments for Passive Income”

Article originally published in U.S. News & World Report by contributor Rebecca Lake - Here’s how to use passive real estate investing in your portfolio. Investing in real estate can be a...

Read More

Raising Capital During the Pandemic? What Entrepreneurs Need to Know

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...

Read More

Roth versus Traditional Taxation

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...

Read More

Putting Retirement Savings to Work

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...

Read More

STRATA’s Patrick Hagen Featured: “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...

Read More

SELF-DIRECTED IRA INVESTORS MAY PROVIDE A LIFELINE FOR SMALL BUSINESSES IN THE POST-COVID ERA

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...

Read More