HOLIDAY CLOSURE: Our offices will be closed on Wednesday, June 19, 2024, in observance of the Juneteenth holiday. We will reopen for regular business hours on Thursday, June 20, 2024. 
  • Home
  • Insights Blog

Insights

Explore

Investor Insights: STRATA’s 2023 Investor Survey Report

In the last year, we’ve seen a more favorable turn in market conditions for alternative investments. This environment is leading investors to take a more optimistic approach while still keeping...

Read More

October Top 10 IRA Deadlines

Being three-quarters of the way into 2023, the 2022 tax year may be out of mind for many people – but for self-directed IRA owners, October brings many last-chance deadlines...

Read More

Utilizing Retirement Savings and Tax Strategies for College Expenses

A four-year college degree may not be right for everyone, but studies show that it can pay off. In 2021, women aged 25-34 with at least a bachelor’s degree earned...

Read More

IRA Strategies for Small Business Owners

Whether you operate your business solo or have employees, setting up an IRA-based retirement plan is a smart strategy for your future and your business. You can build a nest...

Read More

Key SDIRA Terms Defined

A self-directed IRA (SDIRA) is a tax-advantaged retirement savings account that provides individuals with more investment options and greater control of their retirement savings than a traditional retirement savings plan....

Read More

3 SDIRA Mistakes to Avoid

Using a self-directed IRA (SDIRA) to diversify your investment portfolio can be exciting. While workplace retirement plans typically limit your investment options to mutual funds, ETFs, and bonds, an SDIRA...

Read More